The cluster shows broad-based accumulation by small-to-mid-sized asset managers, but the large exit by Ninety One UK ($15.2M) dominates the dollar flow. Monitor next quarter's 13F to see if the buying breadth persists or if the exit signals a broader rotation out of Indian IT services.
Executive Summary
Seven asset managers added positions in Infosys during Q3 2026, with aggregate buying of $8.5M, while one manager fully exited a $15.2M position. The net institutional flow is negative (-$6.7M) due to the large exit, but the breadth of accumulation (7 buyers vs 1 seller) suggests a modestly positive underlying thesis among active managers.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$6.7M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +35.5% | $222.0K | $62.0K |
| Concurrent Investment Advisors | ADD | +45.4% | $171.0K | $56.0K |
| Vontobel Holding | ADD | +61.5% | $471.0K | $187.0K |
| Nisa Investment Advisors | ADD | +87.1% | $40.0K | $19.0K |
| Assetmark | ADD | +25.9% | $557.0K | $126.0K |
| Abn Amro Investment Solutions | ADD | +90.6% | $16.3M | $7.9M |
| Hb Wealth Management | ADD | +29.8% | $273.0K | $68.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Ninety One Uk | EXIT | -100% | $15.2M | -$15.2M |
Key Facts
- 7 asset managers added positions totaling $8.5M in new buying value
- 1 asset manager (Ninety One UK) fully exited a $15.2M position
- Net institutional flow was -$6.7M (more sold than bought in dollar terms)
- All buyers were asset managers (no activist, quant, or passive index funds in the cluster)
- Largest buyer was Abn Amro Investment Solutions, adding $7.9M (+90.6% increase)
Financial Impact
Aggregate buying of $8.5M by 7 institutions was offset by a single $15.2M exit, resulting in a net -$6.7M institutional flow for the quarter.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Single large exit ($15.2M) outweighs total buying ($8.5M), creating a net negative signal
- All buyers are small asset managers with limited market impact
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-INFY-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 2d ago | Institutional Cluster | $12.38 | awaiting T+20 | — | — |
Oct 23, 2026 2d ago | 6-K | $12.59 | awaiting T+20 | — | — |
Oct 23, 2026 3d ago | Press Release | $12.20 | awaiting T+20 | — | — |
Oct 19, 2026 7d ago | Press Release | $12.20 | awaiting T+20 | — | — |
Oct 13, 2026 13d ago | 6-K | $11.40 | awaiting T+20 | — | — |
Oct 1, 2026 25d ago | Press Release | $11.35 | awaiting T+20 | — | — |
Sep 30, 2026 26d ago | Press Release | $10.76 | awaiting T+20 | — | — |
Aug 6, 2026 11w ago | Press Release | $12.36 $12.09 | ▼ −2.18% | ▼ −2.78% | — |
Jul 28, 2026 12w ago | 6-K | $12.35 $12.03 | ▼ −2.59% | ▼ −5.97% | — |
Jul 28, 2026 12w ago | 6-K | $12.35 $12.03 | ▼ −2.59% | ▼ −5.97% | — |
US Market Status
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