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Information Services Group

96 hedge funds and large institutions have $154M invested in Information Services Group in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

2% less funds holding

Funds holding: 9896 (-2)

2.16% less ownership

Funds ownership: 74.33%72.17% (-2.2%)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

20% less capital invested

Capital invested by funds: $193M → $154M (-$38.7M)

76% less call options, than puts

Call options by funds: $11K | Put options by funds: $45K

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
31
Closed
10
Calls
$11K
Puts
$45K
Net Calls
-$34K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
76
Petrus Trust Company
Texas
$45.1K
HighTower Advisors
77
HighTower Advisors
Illinois
$45K
TRCT
78
Tower Research Capital (TRC)
New York
$41.5K +$39.9K +7,978 +536%
Wells Fargo
79
Wells Fargo
California
$37.4K -$31.5K -6,309 -42%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$33.9K -$19.6K -3,931 -34%
CCM
81
Copeland Capital Management
Pennsylvania
$28.5K +$265 +53 +0.8%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$26.2K
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$22K +$3.37K +675 +15%
ECM
84
EMC Capital Management
Texas
$20K -$20.7K -4,133 -48%
AB
85
Amalgamated Bank
New York
$20K
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$19.3K
Legal & General Group
87
Legal & General Group
United Kingdom
$15.8K +$1.35K +271 +8%
AIP
88
Ameritas Investment Partners
Nebraska
$11.7K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$10.7K -$95 -19 -0.8%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$8.3K
EARNEST Partners
91
EARNEST Partners
Georgia
$7.45K
Simplex Trading
92
Simplex Trading
Illinois
$6K +$7.37K +1,474 +6,409%
PMEF
93
Point72 Middle East FZE
United Arab Emirates
$5.62K +$6.42K +1,284 New
C
94
Covestor
United Kingdom
$1K -$170 -34 -18%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$850
Citigroup
96
Citigroup
New York
$240 -$52K -10,414 -99%
Group One Trading
97
Group One Trading
Illinois
$9 -$2K -400 -100%
Russell Investments Group
98
Russell Investments Group
United Kingdom
-$1.28M -239,349 Closed
Norges Bank
99
Norges Bank
Norway
-$454K -84,700 Closed
MAM
100
Martingale Asset Management
Massachusetts
-$72.1K -13,443 Closed

III Hedge Fund Activity: Q3 2023 in Review

96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Information Services Group (III) for Q3 2023, worth a combined $154M — down 20% from $193M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of III and 8 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 30 added.

The largest buyer was Crawford Investment Counsel, adding an estimated $1.46M. The largest seller was Cerity Partners, cutting an estimated $2.27M.

  • 96 institutional investors held Information Services Group (III) as of Q3 2023, down from 98 in Q2 2023.
  • Funds reported $154M of Information Services Group stock for Q3 2023, down 20% quarter-over-quarter.
  • 8 funds opened new Information Services Group positions in Q3 2023 and 10 closed out, a net change of -2 holders.
  • The largest Information Services Group buyer in Q3 2023 was Crawford Investment Counsel, an estimated $1.46M added.
  • The largest Information Services Group seller in Q3 2023 was Cerity Partners, an estimated $2.27M sold.

Based on aggregated 13F filings for Q3 2023.