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Information Services Group

57 hedge funds and large institutions have $49.8M invested in Information Services Group in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

27% more capital invested

Capital invested by funds: $39.2M → $49.8M (+$10.6M)

21% more funds holding

Funds holding: 4757 (+10)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$306K +$296K +72,230 New
CAM
27
ClariVest Asset Management
California
$283K +$242 +59 +0.1%
Northern Trust
28
Northern Trust
Illinois
$236K
ARTA
29
A.R.T. Advisors
New York
$234K +$227K +55,362 New
PL
30
Perpetual Ltd
Australia
$209K
SIM
31
Spark Investment Management
New York
$162K -$161K -39,300 -51%
MCM
32
Manchester Capital Management
Vermont
$161K
Bank of New York Mellon
33
Bank of New York Mellon
New York
$127K +$123K +29,959 New
TDC
34
Thompson Davis & Co
Virginia
$117K +$113K +27,500 New
AIG
35
American International Group
New York
$114K
RC
36
RBF Capital
California
$106K
N
37
Natixis
France
$95K +$10.7K +2,600 +13%
CS
38
Credit Suisse
Switzerland
$86K +$83K +20,227 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$85K +$82.3K +20,070 New
JP Morgan Chase
40
JP Morgan Chase
New York
$80K +$77.6K +18,913 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$79K
Wells Fargo
42
Wells Fargo
California
$74K +$27.6K +6,725 +63%
State Street
43
State Street
Massachusetts
$71K
Two Sigma Investments
44
Two Sigma Investments
New York
$55K +$52.8K +12,884 New
Morgan Stanley
45
Morgan Stanley
New York
$53K +$51.7K +12,600 New
SCA
46
SAC Capital Advisors
Connecticut
$48K +$46K +11,221 New
RCM
47
Rotella Capital Management
Washington
$44K -$9.23K -2,250 -18%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$28K +$6.38K +1,556 +30%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$20K -$15.4K -3,750 -44%
EARNEST Partners
50
EARNEST Partners
Georgia
$10K +$9.85K +2,400 New

III Hedge Fund Activity: Q4 2013 in Review

57 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Information Services Group (III) for Q4 2013, worth a combined $49.8M — up 27% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new III positions and 7 closed out — a net gain of 10 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $3.28M. The largest seller was Deutsche Bank, cutting an estimated $1.97M.

  • 57 institutional investors held Information Services Group (III) as of Q4 2013, up from 47 in Q3 2013.
  • Funds reported $49.8M of Information Services Group stock for Q4 2013, up 27% quarter-over-quarter.
  • 17 funds opened new Information Services Group positions in Q4 2013 and 7 closed out, a net change of +10 holders.
  • The largest Information Services Group buyer in Q4 2013 was Wellington Management Group, an estimated $3.28M added.
  • The largest Information Services Group seller in Q4 2013 was Deutsche Bank, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2013.