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298 hedge funds and large institutions have $5.16B invested in Factset in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

53% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $14.1M

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $4.63B → $5.16B (+$524M)

2% more funds holding

Funds holding: 293298 (+5)

0.6% more ownership

Funds ownership: 101.5%102.1% (+0.6%)

11% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 112

Holders
298
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
8.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
35
Increased
100
Reduced
112
Closed
29
Calls
$21.6M
Puts
$14.1M
Net Calls
+$7.52M
Net Calls Change
+$7.86M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$608M -$59.2M -545,800 -10%
BAMCO Inc
2
BAMCO Inc
New York
$441M -$820K -7,554 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$312M +$3.38M +31,136 +1%
Wells Fargo
4
Wells Fargo
California
$284M +$748K +6,887 +0.3%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$210M +$10.5M +96,995 +6%
William Blair & Company
6
William Blair & Company
Illinois
$185M -$7.28M -67,100 -4%
Polen Capital Management
7
Polen Capital Management
Florida
$155M -$7.63M -70,269 -5%
BFA
8
BlackRock Fund Advisors
California
$145M +$1.69M +15,551 +1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$133M +$39.8M +367,123 +50%
BIT
10
BlackRock Institutional Trust
California
$131M -$4.1M -37,797 -3%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$127M -$1.44M -13,235 -1%
State Street
12
State Street
Massachusetts
$126M -$3.04M -28,019 -3%
ACM
13
Atlanta Capital Management
Georgia
$126M +$116K +1,068 +0.1%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$124M -$3.95M -36,432 -3%
FC
15
Fairpointe Capital
Illinois
$114M -$8.34M -76,826 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$93.3M -$22.4M -206,403 -21%
JHIU
17
Janus Henderson Investors US
Colorado
$86.4M +$19.1M +176,385 +33%
Norges Bank
18
Norges Bank
Norway
$85M +$38.3M +353,277 +100%
DGI
19
Disciplined Growth Investors
Minnesota
$79.6M -$3.52M -32,471 -5%
Principal Financial Group
20
Principal Financial Group
Iowa
$72.3M +$627K +5,779 +1%
TAM
21
Tiverton Asset Management
Delaware
$71.7M
GIM
22
Generation Investment Management
United Kingdom
$67.4M -$645K -5,945 -1%
DAC
23
Dividend Assets Capital
South Carolina
$51.3M -$55.9K -515 -0.1%
MAA
24
Managed Account Advisors
New Jersey
$48.4M +$2.16M +19,909 +5%
Capital Research Global Investors
25
Capital Research Global Investors
California
$48.2M

FDS Hedge Fund Activity: Q2 2014 in Review

298 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q2 2014, worth a combined $5.16B — up 11% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FDS positions and 29 closed out — a net gain of 6 holders — while 100 added to existing stakes and 112 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $39.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $59.2M.

  • 298 institutional investors held Factset (FDS) as of Q2 2014, up from 293 in Q1 2014.
  • Funds reported $5.16B of Factset stock for Q2 2014, up 11% quarter-over-quarter.
  • 35 funds opened new Factset positions in Q2 2014 and 29 closed out, a net change of +6 holders.
  • The largest Factset buyer in Q2 2014 was Wellington Management Group, an estimated $39.8M added.
  • The largest Factset seller in Q2 2014 was T. Rowe Price Associates, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2014.