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Infosys

232 hedge funds and large institutions have $5.41B invested in Infosys in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

25% more capital invested

Capital invested by funds: $4.31B → $5.41B (+$1.09B)

12% more funds holding

Funds holding: 208232 (+24)

7.83% more ownership

Funds ownership: 125.06%132.9% (+7.8%)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

52% less call options, than puts

Call options by funds: $53.4M | Put options by funds: $111M

Holders
232
Holders Change
+24
Holders Change %
+11.54%
% of All Funds
6.73%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
49
Increased
74
Reduced
79
Closed
25
Calls
$53.4M
Puts
$111M
Net Calls
-$57.2M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$699M +$41.6M +6,175,824 +7%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$480M +$222M +32,966,328 +95%
GAM
3
Genesis Asset Managers
United Kingdom
$400M -$2.3M -341,896 -0.6%
UBS AM
4
UBS AM
Illinois
$261M +$109M +16,256,800 +79%
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$192M -$9.42M -1,399,200 -5%
BG
6
BlackRock Group
United Kingdom
$177M -$13.8M -2,049,952 -8%
CBOA
7
Commonwealth Bank of Australia
Australia
$164M -$1.01M -149,992 -0.6%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$156M +$84M +12,477,504 +129%
Franklin Resources
9
Franklin Resources
California
$145M +$3.15M +467,200 +2%
RFC
10
Russell Frank Company
Washington
$124M +$29.2M +4,336,048 +35%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$116M -$46.9M -6,962,200 -30%
Invesco
12
Invesco
Georgia
$113M -$2.83M -420,776 -3%
AAM
13
Aberdeen Asset Management
United Kingdom
$113M -$9.79M -1,454,000 -8%
Wells Fargo
14
Wells Fargo
California
$103M -$3.49M -518,088 -3%
TGA
15
Trilogy Global Advisors
Florida
$85M -$7.74M -1,149,832 -9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$82.2M +$9.11M +1,353,312 +13%
Deutsche Bank
17
Deutsche Bank
Germany
$77.4M +$2.18M +323,464 +3%
PPA
18
Parametric Portfolio Associates
Washington
$77.3M -$67.5K -10,024 -0.1%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$76.5M -$1.27M -188,632 -2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$74.9M -$108K -16,000 -0.2%
CS
21
Credit Suisse
Switzerland
$74.3M +$3.89M +578,216 +6%
State Street
22
State Street
Massachusetts
$73.3M -$2.19M -324,640 -3%
Fisher Asset Management
23
Fisher Asset Management
Washington
$60.1M +$9.99M +1,483,992 +21%
OP
24
Oldfield Partners
United Kingdom
$54.9M -$4.46M -662,400 -8%
Prudential Financial
25
Prudential Financial
New Jersey
$45.4M -$8.94M -1,328,000 -17%

INFY Hedge Fund Activity: Q4 2013 in Review

232 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q4 2013, worth a combined $5.41B — up 25% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new INFY positions and 25 closed out — a net gain of 24 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $222M. The largest seller was Dupont Capital Management, exiting entirely with an estimated $96.2M sold.

  • 232 institutional investors held Infosys (INFY) as of Q4 2013, up from 208 in Q3 2013.
  • Funds reported $5.41B of Infosys stock for Q4 2013, up 25% quarter-over-quarter.
  • 49 funds opened new Infosys positions in Q4 2013 and 25 closed out, a net change of +24 holders.
  • The largest Infosys buyer in Q4 2013 was Acadian Asset Management, an estimated $222M added.
  • The largest Infosys seller in Q4 2013 was Dupont Capital Management, an estimated $96.2M sold.

Based on aggregated 13F filings for Q4 2013.