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Infosys

370 hedge funds and large institutions have $7.18B invested in Infosys in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 151 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% less ownership

Funds ownership: 17.17%16.46% (-0.71%)

6% less funds holding

Funds holding: 392370 (-22)

16% less capital invested

Capital invested by funds: $8.52B → $7.18B (-$1.34B)

21% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 77

28% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 151

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

67% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $46.1M

Holders
370
Holders Change
-22
Holders Change %
-5.61%
% of All Funds
7.29%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.26%
New
61
Increased
108
Reduced
151
Closed
77
Calls
$15.3M
Puts
$46.1M
Net Calls
-$30.8M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$587M +$150M +14,944,341 +36%
Lazard Asset Management
2
Lazard Asset Management
New York
$380M -$22.2M -2,209,131 -6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$345M -$42.2M -4,197,185 -11%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$335M +$2.68M +266,076 +0.8%
GQG Partners
5
GQG Partners
Florida
$328M -$11.2M -1,108,790 -3%
BlackRock
6
BlackRock
New York
$274M +$30.5M +3,032,424 +13%
CGI
7
Comgest Global Investors
France
$250M +$37.9M +3,765,020 +18%
Goldman Sachs
8
Goldman Sachs
New York
$230M -$26.7M -2,653,527 -11%
AQR Capital Management
9
AQR Capital Management
Connecticut
$215M +$50.6M +5,030,407 +32%
PCM
10
Polaris Capital Management
Massachusetts
$206M +$17.3M +1,716,022 +9%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$192M -$41.9M -4,168,466 -18%
GIM
12
Genesis Investment Management
United Kingdom
$180M +$109M +10,844,235 +165%
MIP
13
Mondrian Investment Partners
United Kingdom
$178M -$4.86M -483,545 -3%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$176M +$133M +13,209,296 +322%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$170M +$4.23M +420,113 +3%
State Street
16
State Street
Massachusetts
$170M +$5.51M +547,469 +3%
Fidelity International
17
Fidelity International
Bermuda
$154M -$57.8M -5,745,897 -28%
SIM
18
Sprucegrove Investment Management
Ontario, Canada
$142M -$883K -87,800 -0.6%
Vanguard Group
19
Vanguard Group
Pennsylvania
$138M -$2.42M -240,396 -2%
Morgan Stanley
20
Morgan Stanley
New York
$129M +$56.5M +5,618,063 +82%
Invesco
21
Invesco
Georgia
$116M -$50.2M -4,994,013 -31%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$109M -$4.3M -427,104 -4%
SCM
23
Segantii Capital Management
Hong Kong
$93M +$87.3M +8,681,209 +2,285%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$91.7M +$10.8M +1,070,831 +14%
SGA
25
Sustainable Growth Advisers
Connecticut
$82.7M +$23.3M +2,317,484 +41%

INFY Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q4 2019, worth a combined $7.18B — down 16% from $8.52B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of INFY and 61 opened new positions — a net loss of 16 holders — while 151 trimmed existing stakes and 108 added.

The largest buyer was JP Morgan Chase, adding an estimated $150M. The largest seller was Ninety One (UK), exiting entirely with an estimated $431M sold.

  • 370 institutional investors held Infosys (INFY) as of Q4 2019, down from 392 in Q3 2019.
  • Funds reported $7.18B of Infosys stock for Q4 2019, down 16% quarter-over-quarter.
  • 61 funds opened new Infosys positions in Q4 2019 and 77 closed out, a net change of -16 holders.
  • The largest Infosys buyer in Q4 2019 was JP Morgan Chase, an estimated $150M added.
  • The largest Infosys seller in Q4 2019 was Ninety One (UK), an estimated $431M sold.

Based on aggregated 13F filings for Q4 2019.