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291 hedge funds and large institutions have $5.05B invested in Factset in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $12M | Put options by funds: $9.95M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $5.16B → $5.05B (-$110M)

2% less funds holding

Funds holding: 298291 (-7)

2.62% less ownership

Funds ownership: 102.1%99.48% (-2.6%)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

34% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 129

Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
8.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
26
Increased
85
Reduced
129
Closed
30
Calls
$12M
Puts
$9.95M
Net Calls
+$2.07M
Net Calls Change
-$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$619M +$4.91M +39,760 +0.8%
BAMCO Inc
2
BAMCO Inc
New York
$446M +$449K +3,638 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$318M +$3.19M +25,828 +1%
Wells Fargo
4
Wells Fargo
California
$277M -$9.9M -80,152 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$242M +$109M +884,146 +80%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$234M +$21.8M +176,114 +10%
Polen Capital Management
7
Polen Capital Management
Florida
$152M -$4.96M -40,165 -3%
BFA
8
BlackRock Fund Advisors
California
$149M +$2.93M +23,719 +2%
William Blair & Company
9
William Blair & Company
Illinois
$142M -$45.1M -365,301 -24%
BIT
10
BlackRock Institutional Trust
California
$129M -$3.42M -27,700 -3%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$127M -$2.21M -17,915 -2%
ACM
12
Atlanta Capital Management
Georgia
$126M -$881K -7,131 -0.7%
State Street
13
State Street
Massachusetts
$125M -$2.67M -21,644 -2%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$114M -$11.2M -91,015 -9%
FC
15
Fairpointe Capital
Illinois
$113M -$2.08M -16,849 -2%
JHIU
16
Janus Henderson Investors US
Colorado
$84.6M -$2.73M -22,075 -3%
DGI
17
Disciplined Growth Investors
Minnesota
$80.8M +$429K +3,475 +0.5%
Principal Financial Group
18
Principal Financial Group
Iowa
$75.1M +$2.05M +16,631 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$60.1M -$34.8M -281,396 -36%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$52.7M +$16.8M +136,232 +46%
DAC
21
Dividend Assets Capital
South Carolina
$51.8M +$2.59K +21 +0%
MAA
22
Managed Account Advisors
New Jersey
$51.1M +$2.28M +18,499 +5%
Northern Trust
23
Northern Trust
Illinois
$50.7M +$9.27M +75,061 +22%
Capital Research Global Investors
24
Capital Research Global Investors
California
$48.7M
TAM
25
Tiverton Asset Management
Delaware
$45.6M -$27.3M -221,400 -37%

FDS Hedge Fund Activity: Q3 2014 in Review

291 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q3 2014, worth a combined $5.05B — down 2.1% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FDS and 26 opened new positions — a net loss of 4 holders — while 129 trimmed existing stakes and 85 added.

The largest buyer was Wellington Management Group, adding an estimated $109M. The largest seller was Generation Investment Management, exiting entirely with an estimated $67.4M sold.

  • 291 institutional investors held Factset (FDS) as of Q3 2014, down from 298 in Q2 2014.
  • Funds reported $5.05B of Factset stock for Q3 2014, down 2.1% quarter-over-quarter.
  • 26 funds opened new Factset positions in Q3 2014 and 30 closed out, a net change of -4 holders.
  • The largest Factset buyer in Q3 2014 was Wellington Management Group, an estimated $109M added.
  • The largest Factset seller in Q3 2014 was Generation Investment Management, an estimated $67.4M sold.

Based on aggregated 13F filings for Q3 2014.