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Infosys

436 hedge funds and large institutions have $14.5B invested in Infosys in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 149 increasing their positions, 179 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $26.9M

13% more capital invested

Capital invested by funds: $12.8B → $14.5B (+$1.7B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% more ownership

Funds ownership: 16.1%16.11% (+0%)

1% less funds holding

Funds holding: 439436 (-3)

17% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 179

Holders
436
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
7.59%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
44
Increased
149
Reduced
179
Closed
42
Calls
$48.5M
Puts
$26.9M
Net Calls
+$21.5M
Net Calls Change
+$766K
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
1
GQG Partners
Florida
$1.21B +$50M +2,615,833 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.16B +$14.1M +737,732 +1%
UBS AM
3
UBS AM
Illinois
$1.03B -$12.9M -674,551 -1%
Fidelity International
4
Fidelity International
Bermuda
$606M +$78.4M +4,102,453 +17%
BlackRock
5
BlackRock
New York
$429M +$173M +9,076,715 +81%
Capital International Investors
6
Capital International Investors
California
$425M -$76.7K -4,016 -0%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$419M -$5.05M -264,313 -1%
Goldman Sachs
8
Goldman Sachs
New York
$369M +$84.4M +4,418,563 +34%
Fisher Asset Management
9
Fisher Asset Management
Washington
$363M -$16.1M -841,465 -5%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$351M +$7.98M +417,899 +3%
GIM
11
Genesis Investment Management
United Kingdom
$334M -$6.08M -318,026 -2%
State Street
12
State Street
Massachusetts
$320M -$26.6M -1,390,178 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$315M -$20.7M -1,084,413 -7%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$286M -$5.11M -267,463 -2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$275M -$6.26M -327,581 -2%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$270M +$83.7M +4,381,828 +52%
Lazard Asset Management
17
Lazard Asset Management
New York
$252M -$16.8M -881,887 -7%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$243M -$10.2M -535,800 -4%
MIP
19
Mondrian Investment Partners
United Kingdom
$207M -$41.6M -2,179,285 -18%
AQR Capital Management
20
AQR Capital Management
Connecticut
$200M -$37.6M -1,966,057 -17%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$192M +$83.2M +4,356,985 +93%
Vanguard Group
22
Vanguard Group
Pennsylvania
$191M +$2.93M +153,577 +2%
AI
23
Axiom Investors
Connecticut
$189M +$14.4M +754,160 +9%
SGA
24
Sustainable Growth Advisers
Connecticut
$186M +$7.69M +402,384 +5%
Deutsche Bank
25
Deutsche Bank
Germany
$180M -$4.08M -213,568 -2%

INFY Hedge Fund Activity: Q2 2021 in Review

436 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q2 2021, worth a combined $14.5B — up 13% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new INFY positions and 42 closed out — a net gain of 2 holders — while 149 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $173M. The largest seller was OMERS Administration Corp, exiting entirely with an estimated $72M sold.

  • 436 institutional investors held Infosys (INFY) as of Q2 2021, down from 439 in Q1 2021.
  • Funds reported $14.5B of Infosys stock for Q2 2021, up 13% quarter-over-quarter.
  • 44 funds opened new Infosys positions in Q2 2021 and 42 closed out, a net change of +2 holders.
  • The largest Infosys buyer in Q2 2021 was BlackRock, an estimated $173M added.
  • The largest Infosys seller in Q2 2021 was OMERS Administration Corp, an estimated $72M sold.

Based on aggregated 13F filings for Q2 2021.