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Infosys

229 hedge funds and large institutions have $5.04B invested in Infosys in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 74

1.02% more ownership

Funds ownership: 129.64%130.66% (+1%)

1% more capital invested

Capital invested by funds: $4.98B → $5.04B (+$61.2M)

3% less funds holding

Funds holding: 235229 (-6)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

50% less call options, than puts

Call options by funds: $64.4M | Put options by funds: $129M

Holders
229
Holders Change
-6
Holders Change %
-2.55%
% of All Funds
6.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
27
Increased
92
Reduced
74
Closed
31
Calls
$64.4M
Puts
$129M
Net Calls
-$64.6M
Net Calls Change
-$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
51
Philadelphia International Advisors
Pennsylvania
$19.1M +$18.7M +2,813,448 +8,578%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$17.9M -$2.45M -367,896 -12%
American Century Companies
53
American Century Companies
Missouri
$17.8M +$4.03M +605,688 +30%
William Blair & Company
54
William Blair & Company
Illinois
$17.6M -$5.47M -821,808 -24%
Capital Fund Management (CFM)
55
Capital Fund Management (CFM)
France
$17.1M +$15.3M +2,307,944 +1,003%
Prudential Financial
56
Prudential Financial
New Jersey
$15.9M -$22.7M -3,419,808 -59%
MAA
57
Managed Account Advisors
New Jersey
$15.1M -$480K -72,192 -3%
SG Americas Securities
58
SG Americas Securities
New York
$14.6M +$8.84M +1,329,040 +159%
AG
59
Ashmore Group
United Kingdom
$14.3M -$20.6M -3,092,952 -59%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$14.2M -$735K -110,560 -5%
LBA
61
Letko, Brosseau & Associates
Quebec, Canada
$14M +$4.26M +640,000 +44%
Legal & General Group
62
Legal & General Group
United Kingdom
$13.9M -$1.02M -153,280 -7%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$13.3M -$4.69M -705,280 -26%
BIT
64
BlackRock Institutional Trust
California
$13.3M +$10.6M +1,594,880 +420%
Ameriprise
65
Ameriprise
Minnesota
$11.9M -$1.19M -178,768 -9%
CIS
66
Capital International Sarl
California
$11.5M +$4.71M +708,800 +71%
BIM
67
BlackRock Investment Management
Delaware
$11.2M +$763K +114,672 +7%
CI
68
Capital International
California
$10.9M +$2.13M +320,000 +25%
TAM
69
Todd Asset Management
Kentucky
$10.8M -$1.33M -199,432 -11%
IGIM
70
I.G. Investment Management
Manitoba, Canada
$10.7M +$28.2K +4,240 +0.3%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$10.5M -$1.36M -204,800 -12%
Goldman Sachs
72
Goldman Sachs
New York
$10.4M +$1.81M +272,608 +21%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$10.4M +$803K +120,704 +8%
MTB
74
Mizuho Trust & Banking
Japan
$10M +$841K +126,400 +9%
GI
75
Glovista Investments
New Jersey
$9.86M +$9.75M +1,466,504 New

INFY Hedge Fund Activity: Q2 2014 in Review

229 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q2 2014, worth a combined $5.04B — up 1.2% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of INFY and 27 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 92 added.

The largest buyer was Mondrian Investment Partners, adding an estimated $181M. The largest seller was Acadian Asset Management, cutting an estimated $281M.

  • 229 institutional investors held Infosys (INFY) as of Q2 2014, down from 235 in Q1 2014.
  • Funds reported $5.04B of Infosys stock for Q2 2014, up 1.2% quarter-over-quarter.
  • 27 funds opened new Infosys positions in Q2 2014 and 31 closed out, a net change of -4 holders.
  • The largest Infosys buyer in Q2 2014 was Mondrian Investment Partners, an estimated $181M added.
  • The largest Infosys seller in Q2 2014 was Acadian Asset Management, an estimated $281M sold.

Based on aggregated 13F filings for Q2 2014.