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Information Services Group

117 hedge funds and large institutions have $194M invested in Information Services Group in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

28,900% more call options, than puts

Call options by funds: $290K | Put options by funds: $1K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

8% more capital invested

Capital invested by funds: $179M → $194M (+$15M)

7% more funds holding

Funds holding: 109117 (+8)

0.57% more ownership

Funds ownership: 51.55%52.12% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
47
Reduced
36
Closed
11
Calls
$290K
Puts
$1K
Net Calls
+$289K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
76
Oppenheimer Asset Management
New York
$209K +$25.2K +3,128 +13%
Jacobs Levy Equity Management
77
Jacobs Levy Equity Management
New Jersey
$202K -$183K -22,743 -46%
Wells Fargo
78
Wells Fargo
California
$193K +$18.5K +2,304 +10%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$189K +$4.38K +544 +2%
Stifel Financial
80
Stifel Financial
Missouri
$187K +$55.3K +6,867 +39%
CHAM
81
Clear Harbor Asset Management
Connecticut
$179K -$141K -17,500 -43%
NA
82
NewEdge Advisors
Louisiana
$174K +$185K +22,932 New
Creative Planning
83
Creative Planning
Kansas
$171K
RJA
84
Raymond James & Associates
Florida
$168K -$36.7K -4,559 -17%
DT
85
Diversified Trust
Tennessee
$163K -$82.1K -10,195 -32%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$159K
SSA
87
Schonfeld Strategic Advisors
New York
$142K +$150K +18,686 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$137K +$143K +17,811 +14,843%
OWA
89
One Wealth Advisors
California
$135K +$1.8K +224 +1%
AW
90
ACG Wealth
Georgia
$130K +$451 +56 +0.3%
TAM
91
Tocqueville Asset Management
New York
$130K +$138K +17,089 New
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$129K +$137K +16,961 New
MFS
93
Mirabella Financial Services
United Kingdom
$128K +$135K +16,762 New
Charles Schwab
94
Charles Schwab
California
$123K
Lazard Asset Management
95
Lazard Asset Management
New York
$123K +$17.9K +2,228 +16%
AGM
96
Alpine Global Management
New York
$118K +$124K +15,440 New
Barclays
97
Barclays
United Kingdom
$117K -$95.6K -11,876 -44%
VF
98
Virtu Financial
New York
$111K +$7.37K +915 +7%
AG
99
Algert Global
California
$109K +$115K +14,280 New
SOW
100
State of Wyoming
Wyoming
$109K +$115K +14,311 New

III Hedge Fund Activity: Q4 2021 in Review

117 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Information Services Group (III) for Q4 2021, worth a combined $194M — up 8.4% from $179M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new III positions and 11 closed out — a net gain of 9 holders — while 47 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.43M. The largest seller was Marshall Wace, cutting an estimated $4.37M.

  • 117 institutional investors held Information Services Group (III) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $194M of Information Services Group stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 20 funds opened new Information Services Group positions in Q4 2021 and 11 closed out, a net change of +9 holders.
  • The largest Information Services Group buyer in Q4 2021 was Vanguard Group, an estimated $2.43M added.
  • The largest Information Services Group seller in Q4 2021 was Marshall Wace, an estimated $4.37M sold.

Based on aggregated 13F filings for Q4 2021.