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Infosys

326 hedge funds and large institutions have $7.69B invested in Infosys in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 123 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

37% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 90

10% more capital invested

Capital invested by funds: $6.99B → $7.69B (+$694M)

7% more funds holding

Funds holding: 304326 (+22)

1.94% more ownership

Funds ownership: 37.57%39.5% (+1.9%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

84% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $142M

Holders
326
Holders Change
+22
Holders Change %
+7.24%
% of All Funds
7.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
58
Increased
123
Reduced
90
Closed
36
Calls
$22.5M
Puts
$142M
Net Calls
-$120M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Genesis Asset Managers
United Kingdom
$98.3M -$69.5M -7,851,950 -42%
Deutsche Bank
27
Deutsche Bank
Germany
$95M +$79.4M +8,960,330 +532%
Franklin Resources
28
Franklin Resources
California
$91.4M +$77.7M +8,777,028 +599%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$87.9M -$7.76M -876,370 -8%
Vanguard Group
30
Vanguard Group
Pennsylvania
$86.3M -$2.27M -256,696 -3%
MBA
31
Maple-Brown Abbott
Australia
$74.1M +$800K +90,364 +1%
OP
32
Oldfield Partners
United Kingdom
$64.8M +$4.15M +469,000 +7%
OCM
33
Oaktree Capital Management
California
$63.3M +$12M +1,360,306 +24%
Barclays
34
Barclays
United Kingdom
$62.4M -$2.5M -282,376 -4%
Man Group
35
Man Group
United Kingdom
$61.3M +$60.8M +6,868,000 New
Northern Trust
36
Northern Trust
Illinois
$61.1M +$1.13M +128,152 +2%
First Trust Advisors
37
First Trust Advisors
Illinois
$60.3M -$331K -37,404 -0.6%
AllianceBernstein
38
AllianceBernstein
Tennessee
$59.6M +$58.2M +6,575,316 +6,487%
Wells Fargo
39
Wells Fargo
California
$59.1M -$32.2M -3,635,308 -35%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$56.3M +$23.6M +2,660,930 +73%
AIM
41
ARGA Investment Management
Connecticut
$55.9M +$172K +19,400 +0.3%
PPA
42
Parametric Portfolio Associates
Washington
$48.5M +$4.49M +507,028 +10%
KP
43
Kiltearn Partners
United Kingdom
$43.6M +$43.7M +4,929,000 New
MIP
44
Mondrian Investment Partners
United Kingdom
$42.6M -$114M -12,872,938 -73%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$42.4M -$199K -22,476 -0.5%
Fidelity International
46
Fidelity International
Bermuda
$40.1M -$7.24M -817,484 -15%
CS
47
Credit Suisse
Switzerland
$39.5M -$8.64M -975,410 -18%
APG Asset Management
48
APG Asset Management
Netherlands
$37M +$43.6M +4,928,200 +2,787%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$36.1M +$12.7M +1,435,172 +55%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$35.2M +$7.59M +856,816 +28%

INFY Hedge Fund Activity: Q1 2018 in Review

326 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q1 2018, worth a combined $7.69B — up 9.9% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new INFY positions and 36 closed out — a net gain of 22 holders — while 123 added to existing stakes and 90 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $168M. The largest seller was Harris Associates, exiting entirely with an estimated $543M sold.

  • 326 institutional investors held Infosys (INFY) as of Q1 2018, up from 304 in Q4 2017.
  • Funds reported $7.69B of Infosys stock for Q1 2018, up 9.9% quarter-over-quarter.
  • 58 funds opened new Infosys positions in Q1 2018 and 36 closed out, a net change of +22 holders.
  • The largest Infosys buyer in Q1 2018 was Bank of New York Mellon, an estimated $168M added.
  • The largest Infosys seller in Q1 2018 was Harris Associates, an estimated $543M sold.

Based on aggregated 13F filings for Q1 2018.