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Infosys

494 hedge funds and large institutions have $16.5B invested in Infosys in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 173 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $14.9B → $16.5B (+$1.58B)

9% more funds holding

Funds holding: 455494 (+39)

3% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 168

0.31% less ownership

Funds ownership: 15.79%15.48% (-0.31%)

7% less call options, than puts

Call options by funds: $42.7M | Put options by funds: $45.7M

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
494
Holders Change
+39
Holders Change %
+8.57%
% of All Funds
7.6%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.34%
New
80
Increased
173
Reduced
168
Closed
38
Calls
$42.7M
Puts
$45.7M
Net Calls
-$3.03M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
1
GQG Partners
Florida
$1.66B +$180M +7,753,476 +13%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.62B +$205M +8,841,879 +16%
Fidelity International
3
Fidelity International
Bermuda
$790M +$44.9M +1,931,488 +7%
BlackRock
4
BlackRock
New York
$701M +$50.5M +2,171,513 +9%
Capital International Investors
5
Capital International Investors
California
$511M +$1.25M +53,906 +0.3%
Goldman Sachs
6
Goldman Sachs
New York
$497M +$37.5M +1,615,006 +9%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$419M +$175M +7,511,264 +83%
Fisher Asset Management
8
Fisher Asset Management
Washington
$397M -$8.63M -371,367 -2%
State Street
9
State Street
Massachusetts
$376M +$5.47M +235,283 +2%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$370M -$25M -1,077,683 -7%
Morgan Stanley
11
Morgan Stanley
New York
$351M -$1.78M -76,704 -0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$306M -$25.2M -1,082,275 -8%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$300M -$17M -733,097 -6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$285M +$259M +11,132,330 +8,166%
SGA
15
Sustainable Growth Advisers
Connecticut
$242M -$74.6M -3,208,426 -25%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$240M -$40.4M -1,739,066 -15%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$237M -$37.5M -1,612,774 -15%
AI
18
Axiom Investors
Connecticut
$234M +$2.72M +117,090 +1%
Vanguard Group
19
Vanguard Group
Pennsylvania
$230M -$42.9K -1,844 -0%
AQR Capital Management
20
AQR Capital Management
Connecticut
$215M +$1.85M +79,635 +0.9%
PCM
21
Polaris Capital Management
Massachusetts
$197M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$193M +$161M +6,941,100 +1,024%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$171M +$1.8M +77,452 +1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$170M +$4.69M +201,915 +3%
SCM
25
Somerset Capital Management
United Kingdom
$159M +$7.48M +321,700 +5%

INFY Hedge Fund Activity: Q4 2021 in Review

494 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q4 2021, worth a combined $16.5B — up 11% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new INFY positions and 38 closed out — a net gain of 42 holders — while 173 added to existing stakes and 168 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $259M. The largest seller was UBS AM, cutting an estimated $641M.

  • 494 institutional investors held Infosys (INFY) as of Q4 2021, up from 455 in Q3 2021.
  • Funds reported $16.5B of Infosys stock for Q4 2021, up 11% quarter-over-quarter.
  • 80 funds opened new Infosys positions in Q4 2021 and 38 closed out, a net change of +42 holders.
  • The largest Infosys buyer in Q4 2021 was Fidelity Investments, an estimated $259M added.
  • The largest Infosys seller in Q4 2021 was UBS AM, an estimated $641M sold.

Based on aggregated 13F filings for Q4 2021.