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Accenture

1,521 hedge funds and large institutions have $77.8B invested in Accenture in 2020 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 595 increasing their positions, 618 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% more ownership

Funds ownership: 72.93%74.74% (+1.8%)

8% more call options, than puts

Call options by funds: $447M | Put options by funds: $415M

4% less repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 618

4% less funds holding

Funds holding: 1,5861,521 (-65)

10% less funds holding in top 10

Funds holding in top 10: 10090 (-10)

23% less capital invested

Capital invested by funds: $101B → $77.8B (-$23B)

27% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 166

Holders
1,521
Holders Change
-65
Holders Change %
-4.1%
% of All Funds
33.51%
Holding in Top 10
90
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10%
% of All Funds
1.98%
New
122
Increased
595
Reduced
618
Closed
166
Calls
$447M
Puts
$415M
Net Calls
+$31.2M
Net Calls Change
+$85.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
601
McKinley Carter Wealth Services
West Virginia
$3.29M -$96.3K -500 -2%
CPR
602
CSU Producer Resources
Ohio
$3.27M
PP
603
Pegasus Partners
Wisconsin
$3.27M +$1.08M +5,622 +39%
DY
604
Dowling & Yahnke
California
$3.25M -$64K -332 -2%
FDCDDQ
605
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.25M -$102K -529 -3%
RCC
606
Red Cedar Capital
Nebraska
$3.24M +$230K +1,192 +6%
MCM
607
MAI Capital Management
Ohio
$3.23M +$129K +668 +4%
HT
608
Heritage Trust
Oklahoma
$3.21M +$412K +2,140 +12%
TIP
609
Torray Investment Partners
Maryland
$3.2M -$159K -828 -4%
CNBT
610
Canandaigua National Bank & Trust
New York
$3.18M -$257K -1,334 -6%
PAM
611
Panagora Asset Management
Massachusetts
$3.16M -$10.1M -52,336 -73%
EDRH
612
Edmond de Rothschild Holding
Switzerland
$3.15M +$367K +1,905 +11%
KRSITF
613
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.14M +$811K +4,209 +28%
NIC
614
Northwest Investment Counselors
Oregon
$3.13M +$3.66K +19 +0.1%
FCBT
615
First Citizens Bank & Trust
North Carolina
$3.13M +$987K +5,122 +37%
AC
616
Allstate Corporation
Illinois
$3.11M -$8.51M -44,169 -70%
AIL
617
AGF Investments LLC
Ontario, Canada
$3.11M -$110K -571 -3%
LRIC
618
Long Road Investment Counsel
Michigan
$3.09M +$150K +780 +4%
ECM
619
Everence Capital Management
Indiana
$3.05M
RWA
620
River Wealth Advisors
Pennsylvania
$3.03M +$158K +820 +5%
BOTW
621
Bank of the West
California
$3.01M +$3.55M +18,427 New
BG
622
Bollard Group
Massachusetts
$3.01M -$213K -1,106 -6%
UBPAM
623
Union Bancaire Privee Asset Management
New York
$3M -$397K -2,060 -10%
PAS
624
Park Avenue Securities
New York
$2.98M +$263K +1,364 +8%
Rafferty Asset Management
625
Rafferty Asset Management
New York
$2.98M +$3.51M +18,228 New

ACN Hedge Fund Activity: Q1 2020 in Review

1,521 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q1 2020, worth a combined $77.8B — down 23% from $101B a quarter earlier.

Sellers outnumbered buyers: 166 funds closed out of ACN and 122 opened new positions — a net loss of 44 holders — while 618 trimmed existing stakes and 595 added.

The largest buyer was Charles Schwab, adding an estimated $331M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $360M sold.

  • 1,521 institutional investors held Accenture (ACN) as of Q1 2020, down from 1,586 in Q4 2019.
  • Funds reported $77.8B of Accenture stock for Q1 2020, down 23% quarter-over-quarter.
  • 122 funds opened new Accenture positions in Q1 2020 and 166 closed out, a net change of -44 holders.
  • The largest Accenture buyer in Q1 2020 was Charles Schwab, an estimated $331M added.
  • The largest Accenture seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2020.