Information Services Group
III
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.
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: 96 → 88 (-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
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.08M |
| 2 |
BlackRock
New York
|
+$773K |
| 3 |
Man Group
London,
United Kingdom
|
+$614K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$389K |
| 5 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$358K |
Top Sellers
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$21.2M |
| 2 |
JP Morgan Chase
New York
|
-$558K |
| 3 |
Bank of New York Mellon
New York
|
-$416K |
| 4 |
Two Sigma Advisers
New York
|
-$384K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Simplex Trading
Chicago,
Illinois
| – | -$6.49K | -1,484 | -99% |
|
|
PMEF
102
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$5.62K | -1,284 | Closed |
|
103
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$850 | -194 | Closed |
|
104
Group One Trading
Chicago,
Illinois
| – | -$9 | -2 | 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.