Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FACTSET RESH SYS INC (FDS)

750 + Investors. Track Smart Money conviction in FDS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — FDS

Based on 728 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FDS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
728 funds currently hold this stock — 94% of the 3.0-year high of 777 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
49 fewer hedge funds hold FDS compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

399 buying392 selling
Last quarter: 399 funds bought or added vs 392 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+67 vs last Q)

new funds entering per quarter
Funds opening a new FDS position: 76 → 94 → 91 → 158. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 15% medium ■ 19% new
481 out of 728 hedge funds have held FDS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +37%, value +13%

Value
+12%
Shares
+36%
Last quarter: funds added +37% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

79 → 76 → 94 → 91 → 158 new funds/Q
New funds entering each quarter: 76 → 94 → 91 → 158. A growing number of institutions are discovering FDS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Of 750 current holders: 524 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
41 of 728 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FDS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FDS

How many hedge funds hold FDS — quarterly history vs. share price
Quarterly hedge fund ownership of FDS vs. share price

Market Analysis: FDS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

88 top-rated funds 3 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: FDS
2026 Q1 Stats Unlock in 11 days 750 + Investors

Track Smart Money conviction in FDS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 750 728 3.02%
13F Shares 50M 37M 36.89%
Total Value $11.82B $10.50B 12.54%
New Positions 162 96 +66
Increased Positions 272 282 -10
Closed Positions 138 161 -23
Reduced Positions 279 255 +24
Total Calls 11 14 -21.43%
Total Puts 12 13 -7.69%
PUT/CALL Ratio 1.09 0.93 Neutral

Statistics: FDS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

750 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FDS. Verified SEC 13F-HR filings.

Top 25 institutional holders of FDS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BANYAN CAPITAL MANAGEMENT, INC. 3.26% 34,827 $7.6M
2 SAYBROOK CAPITAL /NC 2.82% 48,299 $10.5M
3 MCDONALD CAPITAL INVESTORS INC/CA 2.79% 188,141 $40.8M
4 Financial Strategies Group, Inc. 2.00% 53,173 $12.0M
5 Birch Capital Management, LLC 1.80% 15,848 $3.4M
6 REGENTS OF THE UNIVERSITY OF CALIFORNIA 1.73% 226,375 $49.1M
7 Total Wealth Planning & Management, Inc. 1.70% 10,607 $2.3M
8 HENDLEY & CO INC 1.59% 19,820 $4K
9 CAPITAL MANAGEMENT CORP /VA 1.59% 42,781 $9.3M
10 Huntleigh Advisors, Inc. 1.52% 40,957 $8.9M
11 EQUITY INVESTMENT CORP 1.22% 287,617 $62.4M
12 MATTERN CAPITAL MANAGEMENT, LLC 1.21% 46,708 $10.1M
13 Aurora Investment Counsel 1.08% 9,006 $2.0M
14 Argo Wealth Advisory, LLC 0.94% 7,389 $1.6M
15 AdvisorShares Investments LLC 0.90% 22,638 $4.9M
16 Ninety One North America, Inc. 0.86% 87,903 $19.1M
17 Nicholson Wealth Management Group, LLC 0.80% 6,344 $1.4M
18 Kinsale Capital Group, Inc. 0.78% 22,418 $4.9M
19 Taylor Frigon Capital Management LLC 0.72% 5,825 $1.3M
20 Hendershot Investments Inc. 0.67% 22,884 $5.0M
21 YACKTMAN ASSET MANAGEMENT LP 0.65% 225,874 $49.0M
22 Eukles Asset Management 0.64% 6,573 $1.4M
23 INVESTMENT HOUSE LLC 0.62% 54,789 $11.9M
24 Somerset Trust Co 0.60% 9,060 $2.0M
25 Ninety One UK Ltd 0.60% 1,194,996 $259.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FACTSET RESH SYS INC (FDS)

What does the Smart Money Trend signal show for FDS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FDS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FDS?

Slight buying edge — 50% buying: Last quarter: 399 funds bought or added vs 392 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FDS holders?

Elite ownership — 52% AUM from top-100 funds: 41 of 728 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FDS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FDS?

66% of holders stayed for 2+ years: 481 out of 728 hedge funds have held FDS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.