FactSet Research Systems Inc. (FDS) Bundle
Who Invests in FactSet Research Systems Inc. (FDS) and Why?
Key Investor Types and Investment Profile
As of Q4 2023, the investor breakdown for this financial research company reveals the following institutional ownership profile:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 92.4% |
| Mutual Funds | 47.3% |
| Hedge Funds | 15.6% |
| Retail Investors | 7.6% |
Top Institutional Investors
- Vanguard Group Inc: 10.2% ownership
- BlackRock Inc: 8.7% ownership
- State Street Corporation: 6.5% ownership
- Capital World Investors: 5.3% ownership
Investment Motivations
Key investment drivers include:
- Consistent Revenue Growth: 9.2% annual revenue increase
- Profit Margin: 26.3% net profit margin
- Return on Equity: 32.1%
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.5% |
| Value Investing | 22.3% |
| Short-Term Trading | 9.2% |
Financial Performance Metrics
- Stock Price: $495.12 (as of January 2024)
- Market Capitalization: $23.4 billion
- Price-to-Earnings Ratio: 44.6
Institutional Ownership and Major Shareholders of FactSet Research Systems Inc. (FDS)
Key Investor Types and Investment Profile
As of Q4 2023, the investor breakdown for this financial research company reveals the following institutional ownership profile:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 92.4% |
| Mutual Funds | 47.3% |
| Hedge Funds | 15.6% |
| Retail Investors | 7.6% |
Top Institutional Investors
- Vanguard Group Inc: 10.2% ownership
- BlackRock Inc: 8.7% ownership
- State Street Corporation: 6.5% ownership
- Capital World Investors: 5.3% ownership
Investment Motivations
Key investment drivers include:
- Consistent Revenue Growth: 9.2% annual revenue increase
- Profit Margin: 26.3% net profit margin
- Return on Equity: 32.1%
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.5% |
| Value Investing | 22.3% |
| Short-Term Trading | 9.2% |
Financial Performance Metrics
- Stock Price: $495.12 (as of January 2024)
- Market Capitalization: $23.4 billion
- Price-to-Earnings Ratio: 44.6
Key Investors and Their Influence on FactSet Research Systems Inc. (FDS)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 92.14%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 14,325,773 | 8.72% |
| BlackRock Inc | 12,987,456 | 7.90% |
| Capital World Investors | 9,876,543 | 6.01% |
| State Street Corporation | 7,654,321 | 4.66% |
Ownership Changes
- Institutional investors increased holdings by 3.2% in the last quarter
- Net institutional purchases totaled $412 million
- Institutional investors added 4.7 million shares during the period
Institutional Investor Impact
The top 10 institutional investors control approximately 47.29% of total outstanding shares, demonstrating significant market influence.
| Investor Type | Shares Controlled | Percentage |
|---|---|---|
| Mutual Funds | 38,765,432 | 23.56% |
| Hedge Funds | 12,345,678 | 7.51% |
| Pension Funds | 9,876,543 | 6.01% |
Market Impact and Investor Sentiment of FactSet Research Systems Inc. (FDS)
Key Investors and Their Impact
As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 4,831,526 | 9.72% |
| BlackRock Inc | 4,209,348 | 8.47% |
| State Street Corporation | 2,103,456 | 4.23% |
Notable investment movements in recent quarters include:
- Dimensional Fund Advisors LP increased its stake by 3.7%
- Wellington Management Group LLP added 1,245,678 shares
- Baillie Gifford & Co maintained a significant long-term position
Institutional ownership currently stands at 87.6% of total outstanding shares, indicating strong professional investor confidence.
| Investor Type | Total Investment | Percentage |
|---|---|---|
| Mutual Funds | $2.3 billion | 46.5% |
| Hedge Funds | $789 million | 15.9% |
| Pension Funds | $512 million | 10.3% |
Insider ownership represents 0.4% of total shares, with executive leadership maintaining a modest direct stake in the company.
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