Information Services Group
III
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.
3% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 31
2% less funds holding
Funds holding: 98 → 96 (-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
Top Buyers
| 1 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
+$1.46M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$611K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$585K |
| 4 |
Two Sigma Investments
New York
|
+$348K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$284K |
Top Sellers
| 1 |
Cerity Partners
New York
|
-$2.27M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.28M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.19M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.17M |
| 5 |
JP Morgan Chase
New York
|
-$882K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
D.E. Shaw & Co
New York
| – | -$63.5K | -11,844 | Closed |
|
|
AA
102
Ancora Advisors
Cleveland,
Ohio
| – | -$33.2K | -6,198 | Closed |
|
|
QL
103
Quarry LP
New York
| – | -$19.3K | -3,608 | Closed |
|
104
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.07K | -200 | Closed |
|
105
Osaic Holdings
Scottsdale,
Arizona
| – | -$536 | -100 | Closed |
|
|
LC
106
Lindbrook Capital
Calabasas,
California
| – | -$193 | -36 | 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.