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Information Services Group

88 hedge funds and large institutions have $143M invested in Information Services Group in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $30K | Put options by funds: $6K

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

7% less capital invested

Capital invested by funds: $154M → $143M (-$10.5M)

8% less funds holding

Funds holding: 9688 (-8)

9.91% less ownership

Funds ownership: 72.17%62.26% (-9.9%)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
33
Closed
16
Calls
$30K
Puts
$6K
Net Calls
+$24K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$27.2K -$8.61K -1,968 -25%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$26.5K +$13.9K +3,174 +130%
Citigroup
78
Citigroup
New York
$23.5K +$21.6K +4,928 +8,960%
ECM
79
EMC Capital Management
Texas
$21K
AB
80
Amalgamated Bank
New York
$20K -$1.6K -367 -8%
Legal & General Group
81
Legal & General Group
United Kingdom
$17K
NMM
82
Naples Money Management
Florida
$16.7K +$15.5K +3,555 New
AIP
83
Ameritas Investment Partners
Nebraska
$12.6K
TRCT
84
Tower Research Capital (TRC)
New York
$12.4K -$29.9K -6,830 -72%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$1.57K -$6.83K -1,563 -82%
C
86
Covestor
United Kingdom
$1K -$96 -22 -14%
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$744 -$88.7K -20,288 -99%
SW
88
SVB Wealth
Massachusetts
-$21.2M -4,830,857 Closed
CSS
89
Cubist Systematic Strategies
Connecticut
-$194K -44,292 Closed
Federated Hermes
90
Federated Hermes
Pennsylvania
-$154K -35,057 Closed
CCIA
91
Campbell & Co Investment Adviser
Maryland
-$130K -29,592 Closed
SEI Investments
92
SEI Investments
Pennsylvania
-$98.2K -22,409 Closed
OQS
93
Occudo Quantitative Strategies
Florida
-$76.2K -17,390 Closed
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.4K -16,523 Closed
AQR Capital Management
95
AQR Capital Management
Connecticut
-$54.3K -12,405 Closed
Victory Capital Management
96
Victory Capital Management
Texas
-$50.3K -11,490 Closed
DAS
97
Dynamic Advisor Solutions
Arizona
-$49.1K -11,200 Closed
Prudential Financial
98
Prudential Financial
New Jersey
-$46.6K -10,645 Closed
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
-$19.3K -4,400 Closed
EARNEST Partners
100
EARNEST Partners
Georgia
-$7.45K -1,700 Closed

III Hedge Fund Activity: Q4 2023 in Review

88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Information Services Group (III) for Q4 2023, worth a combined $143M — down 6.8% from $154M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of III and 8 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $1.08M. The largest seller was SVB Wealth, exiting entirely with an estimated $21.2M sold.

  • 88 institutional investors held Information Services Group (III) as of Q4 2023, down from 96 in Q3 2023.
  • Funds reported $143M of Information Services Group stock for Q4 2023, down 6.8% quarter-over-quarter.
  • 8 funds opened new Information Services Group positions in Q4 2023 and 16 closed out, a net change of -8 holders.
  • The largest Information Services Group buyer in Q4 2023 was Morgan Stanley, an estimated $1.08M added.
  • The largest Information Services Group seller in Q4 2023 was SVB Wealth, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2023.