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Infosys

439 hedge funds and large institutions have $12.8B invested in Infosys in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 165 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $40.5M | Put options by funds: $19.8M

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

16% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 142

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $11.5B → $12.8B (+$1.37B)

6% more funds holding

Funds holding: 415439 (+24)

0.11% more ownership

Funds ownership: 16%16.1% (+0.11%)

Holders
439
Holders Change
+24
Holders Change %
+5.78%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.39%
New
67
Increased
165
Reduced
142
Closed
42
Calls
$40.5M
Puts
$19.8M
Net Calls
+$20.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
1
GQG Partners
Florida
$1.02B +$228M +12,593,498 +30%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.01B +$29.3M +1,617,266 +3%
UBS AM
3
UBS AM
Illinois
$920M +$767M +42,329,564 +619%
Fidelity International
4
Fidelity International
Bermuda
$459M +$49.9M +2,756,587 +13%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$375M -$62.6M -3,454,720 -15%
Capital International Investors
6
Capital International Investors
California
$375M -$747K -41,226 -0.2%
Fisher Asset Management
7
Fisher Asset Management
Washington
$336M -$18.9M -1,043,619 -5%
State Street
8
State Street
Massachusetts
$309M +$23.4M +1,290,238 +8%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$303M -$10.2M -561,404 -3%
GIM
10
Genesis Investment Management
United Kingdom
$301M -$49.9M -2,753,830 -15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$299M -$78.1M -4,312,506 -21%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$257M -$69M -3,808,240 -22%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$249M -$64.2M -3,547,395 -21%
Goldman Sachs
14
Goldman Sachs
New York
$243M -$133M -7,319,089 -36%
Lazard Asset Management
15
Lazard Asset Management
New York
$239M -$296M -16,355,328 -56%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$224M +$33.5M +1,851,330 +18%
MIP
17
Mondrian Investment Partners
United Kingdom
$216M -$67.9M -3,749,138 -24%
AQR Capital Management
18
AQR Capital Management
Connecticut
$214M -$19.9M -1,101,352 -9%
BlackRock
19
BlackRock
New York
$209M +$20.2M +1,113,741 +11%
Vanguard Group
20
Vanguard Group
Pennsylvania
$166M +$11.8M +652,244 +8%
Deutsche Bank
21
Deutsche Bank
Germany
$163M -$5.4M -297,942 -3%
PCM
22
Polaris Capital Management
Massachusetts
$159M -$1.44M -79,432 -0.9%
SGA
23
Sustainable Growth Advisers
Connecticut
$157M +$19.3M +1,064,074 +15%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$156M -$6.68M -368,980 -4%
AI
25
Axiom Investors
Connecticut
$153M +$20.8M +1,147,500 +16%

INFY Hedge Fund Activity: Q1 2021 in Review

439 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q1 2021, worth a combined $12.8B — up 12% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new INFY positions and 42 closed out — a net gain of 25 holders — while 165 added to existing stakes and 142 trimmed.

The largest buyer was UBS AM, adding an estimated $767M. The largest seller was Lazard Asset Management, cutting an estimated $296M.

  • 439 institutional investors held Infosys (INFY) as of Q1 2021, up from 415 in Q4 2020.
  • Funds reported $12.8B of Infosys stock for Q1 2021, up 12% quarter-over-quarter.
  • 67 funds opened new Infosys positions in Q1 2021 and 42 closed out, a net change of +25 holders.
  • The largest Infosys buyer in Q1 2021 was UBS AM, an estimated $767M added.
  • The largest Infosys seller in Q1 2021 was Lazard Asset Management, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2021.