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Infosys

235 hedge funds and large institutions have $4.98B invested in Infosys in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 232235 (+3)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

3.26% less ownership

Funds ownership: 132.9%129.64% (-3.3%)

8% less capital invested

Capital invested by funds: $5.41B → $4.98B (-$423M)

42% less call options, than puts

Call options by funds: $51.2M | Put options by funds: $87.6M

Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
6.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
32
Increased
79
Reduced
86
Closed
26
Calls
$51.2M
Puts
$87.6M
Net Calls
-$36.4M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$647M -$24M -3,309,240 -3%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$443M -$17.8M -2,446,080 -4%
UBS AM
3
UBS AM
Illinois
$240M -$10.1M -1,392,000 -4%
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$179M -$4.45M -612,800 -2%
CBOA
5
Commonwealth Bank of Australia
Australia
$160M +$2.35M +323,648 +1%
GAM
6
Genesis Asset Managers
United Kingdom
$155M -$244M -33,574,456 -59%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$149M -$824K -113,424 -0.5%
BG
8
BlackRock Group
United Kingdom
$141M -$30.3M -4,173,072 -17%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$138M +$28.1M +3,868,752 +24%
Invesco
10
Invesco
Georgia
$124M +$16.7M +2,304,208 +14%
Franklin Resources
11
Franklin Resources
California
$112M -$28.8M -3,969,240 -19%
AAM
12
Aberdeen Asset Management
United Kingdom
$101M -$9.48M -1,305,520 -8%
RFC
13
Russell Frank Company
Washington
$99.9M -$15.4M -2,115,064 -13%
Wells Fargo
14
Wells Fargo
California
$94.2M -$5.11M -703,536 -5%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$85.9M +$13.6M +1,873,376 +17%
Fisher Asset Management
16
Fisher Asset Management
Washington
$84.4M +$28.7M +3,957,504 +47%
TGA
17
Trilogy Global Advisors
Florida
$75.5M -$6.26M -861,264 -7%
State Street
18
State Street
Massachusetts
$74.6M +$4.77M +657,088 +6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$74.3M -$4.64M -639,112 -6%
PPA
20
Parametric Portfolio Associates
Washington
$74M -$26.2K -3,600 -0%
CGT
21
Capital Guardian Trust
California
$72.3M +$75.8M +10,433,816 +4,325%
MC
22
Martin Currie
United Kingdom
$65.4M +$31.7M +4,360,000 +82%
AQR Capital Management
23
AQR Capital Management
Connecticut
$56.4M -$16.5M -2,270,400 -21%
Morgan Stanley
24
Morgan Stanley
New York
$56.2M +$23.8M +3,271,912 +65%
CS
25
Credit Suisse
Switzerland
$53.8M -$18.6M -2,558,952 -24%

INFY Hedge Fund Activity: Q1 2014 in Review

235 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q1 2014, worth a combined $4.98B — down 7.8% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new INFY positions and 26 closed out — a net gain of 6 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was Capital Guardian Trust, adding an estimated $75.8M. The largest seller was Genesis Asset Managers, cutting an estimated $244M.

  • 235 institutional investors held Infosys (INFY) as of Q1 2014, up from 232 in Q4 2013.
  • Funds reported $4.98B of Infosys stock for Q1 2014, down 7.8% quarter-over-quarter.
  • 32 funds opened new Infosys positions in Q1 2014 and 26 closed out, a net change of +6 holders.
  • The largest Infosys buyer in Q1 2014 was Capital Guardian Trust, an estimated $75.8M added.
  • The largest Infosys seller in Q1 2014 was Genesis Asset Managers, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2014.