Factset
FDS
453 hedge funds and large institutions have $7.02B invested in Factset in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 140 increasing their positions, 143 reducing their positions, and 56 closing their positions.
32% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 56
4% more funds holding
Funds holding: 437 → 453 (+16)
0.21% more ownership
Funds ownership: 92% → 92.22% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less call options, than puts
Call options by funds: $68.2M | Put options by funds: $69.1M
2% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 143
11% less capital invested
Capital invested by funds: $7.89B → $7.02B (-$874M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$39.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$20.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$15.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$41.7M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$32.4M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$31.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$18.2M |
FDS Hedge Fund Activity: Q4 2018 in Review
453 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q4 2018, worth a combined $7.02B — down 11% from $7.89B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new FDS positions and 56 closed out — a net gain of 18 holders — while 140 added to existing stakes and 143 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $39.7M. The largest seller was Atlanta Capital Management, cutting an estimated $41.7M.
- 453 institutional investors held Factset (FDS) as of Q4 2018, up from 437 in Q3 2018.
- Funds reported $7.02B of Factset stock for Q4 2018, down 11% quarter-over-quarter.
- 74 funds opened new Factset positions in Q4 2018 and 56 closed out, a net change of +18 holders.
- The largest Factset buyer in Q4 2018 was Renaissance Technologies, an estimated $39.7M added.
- The largest Factset seller in Q4 2018 was Atlanta Capital Management, an estimated $41.7M sold.
Based on aggregated 13F filings for Q4 2018.