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Infosys

395 hedge funds and large institutions have $8.48B invested in Infosys in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

19% more capital invested

Capital invested by funds: $7.13B → $8.48B (+$1.35B)

2% more funds holding

Funds holding: 387395 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0.27% less ownership

Funds ownership: 18.02%17.75% (-0.27%)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

89% less call options, than puts

Call options by funds: $3.43M | Put options by funds: $32.4M

Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
8.55%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
51
Increased
124
Reduced
147
Closed
41
Calls
$3.43M
Puts
$32.4M
Net Calls
-$28.9M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$471M +$36.2M +3,418,796 +9%
JP Morgan Chase
2
JP Morgan Chase
New York
$438M +$4.37M +413,369 +1%
Fisher Asset Management
3
Fisher Asset Management
Washington
$438M -$19.1M -1,803,840 -4%
Lazard Asset Management
4
Lazard Asset Management
New York
$423M +$3.95M +373,688 +1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$362M -$9.79M -925,125 -3%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$320M -$28.4M -2,687,259 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$276M +$267M +25,224,110 +46,711,315%
Invesco
8
Invesco
Georgia
$276M -$40.1M -3,788,469 -13%
GQG Partners
9
GQG Partners
Florida
$270M +$37.5M +3,541,726 +17%
BlackRock
10
BlackRock
New York
$235M -$46.8M -4,425,171 -17%
CGI
11
Comgest Global Investors
France
$231M -$43.6M -4,124,200 -16%
AQR Capital Management
12
AQR Capital Management
Connecticut
$218M +$29.4M +2,773,804 +16%
Goldman Sachs
13
Goldman Sachs
New York
$214M +$1.18M +111,319 +0.6%
PCM
14
Polaris Capital Management
Massachusetts
$212M -$2.95M -278,300 -1%
Fidelity International
15
Fidelity International
Bermuda
$211M +$89.3M +8,433,557 +77%
State Street
16
State Street
Massachusetts
$204M +$5.43M +513,403 +3%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$162M +$6.41M +605,403 +4%
SIM
18
Sprucegrove Investment Management
Ontario, Canada
$158M -$6.22M -587,500 -4%
Vanguard Group
19
Vanguard Group
Pennsylvania
$143M +$17.1M +1,615,178 +14%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$139M +$9.33M +881,120 +7%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$138M -$43M -4,061,994 -24%
PP
22
Prudential plc
United Kingdom
$134M +$4.01M +378,843 +3%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$111M -$42.7M -4,035,409 -28%
MC
24
Martin Currie
United Kingdom
$108M -$5.56M -525,134 -5%
YAM
25
Yacktman Asset Management
Texas
$99.1M -$12.4M -1,168,960 -11%

INFY Hedge Fund Activity: Q1 2019 in Review

395 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q1 2019, worth a combined $8.48B — up 19% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new INFY positions and 41 closed out — a net gain of 10 holders — while 124 added to existing stakes and 147 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $267M. The largest seller was Genesis Asset Managers, cutting an estimated $62.1M.

  • 395 institutional investors held Infosys (INFY) as of Q1 2019, up from 387 in Q4 2018.
  • Funds reported $8.48B of Infosys stock for Q1 2019, up 19% quarter-over-quarter.
  • 51 funds opened new Infosys positions in Q1 2019 and 41 closed out, a net change of +10 holders.
  • The largest Infosys buyer in Q1 2019 was Fidelity Investments, an estimated $267M added.
  • The largest Infosys seller in Q1 2019 was Genesis Asset Managers, an estimated $62.1M sold.

Based on aggregated 13F filings for Q1 2019.