We are live on ! Find out more
ACN icon

Accenture

2,311 hedge funds and large institutions have $173B invested in Accenture in 2023 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 863 increasing their positions, 865 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 300 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 108137 (+29)

18% more capital invested

Capital invested by funds: $146B → $173B (+$26.9B)

8% more funds holding

Funds holding: 2,1352,311 (+176)

7.12% more ownership

Funds ownership: 71.37%78.49% (+7.1%)

0% less repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 865

3% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.38B

Holders
2,311
Holders Change
+176
Holders Change %
+8.24%
% of All Funds
33.69%
Holding in Top 10
137
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+26.85%
% of All Funds
2%
New
300
Increased
863
Reduced
865
Closed
90
Calls
$1.33B
Puts
$1.38B
Net Calls
-$43.9M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
826
OneDigital Investment Advisors
Kansas
$4.47M +$1.51M +4,689 +58%
CG
827
Cynosure Group
Utah
$4.46M +$2.15M +6,669 +110%
CC
828
Chicago Capital
Illinois
$4.45M +$3.02M +9,382 +285%
BAM
829
Bosun Asset Management
Illinois
$4.43M +$48.7K +151 +1%
PAM
830
Panagora Asset Management
Massachusetts
$4.43M -$32.6K -101 -0.8%
FMWA
831
Forvis Mazars Wealth Advisors
Missouri
$4.42M -$173K -538 -4%
SC
832
Schulhoff & Co
Ohio
$4.41M -$37.1K -115 -0.9%
TG
833
TCW Group
California
$4.39M +$4.03M +12,490 New
GI
834
GLOBALT Investments
Georgia
$4.37M +$4.01M +12,452 New
SP
835
SWS Partners
Ohio
$4.36M +$182K +565 +5%
HAG
836
HighPoint Advisor Group
Illinois
$4.34M +$4.19M +13,005 New
LS
837
Leelyn Smith
Illinois
$4.32M +$251K +778 +7%
ST
838
Somerset Trust
Pennsylvania
$4.31M -$283K -879 -7%
PP
839
Pegasus Partners
Wisconsin
$4.25M -$394K -1,222 -9%
CT
840
Caldwell Trust
Florida
$4.23M +$19.7K +61 +0.5%
SC
841
SouthState Corp
Florida
$4.22M -$6.77K -21 -0.2%
SWM
842
Spire Wealth Management
Virginia
$4.22M +$137K +426 +4%
GDP
843
Great Diamond Partners
Maine
$4.22M -$177K -550 -4%
UF
844
Univest Financial
Pennsylvania
$4.22M -$30.6K -95 -0.8%
SAM
845
Strategy Asset Managers
California
$4.21M -$2.58K -8 -0.1%
AWAU
846
Alliance Wealth Advisors (Utah)
Utah
$4.21M +$5.16K +16 +0.1%
RCA
847
Resonant Capital Advisors
Wisconsin
$4.2M -$427K -1,323 -10%
TFM
848
TFC Financial Management
Massachusetts
$4.19M -$72.5K -225 -2%
MWM
849
Meridian Wealth Management
Kentucky
$4.18M +$3.02M +9,382 +369%
HCA
850
Horan Capital Advisors
Ohio
$4.18M -$113K -350 -3%

ACN Hedge Fund Activity: Q4 2023 in Review

2,311 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q4 2023, worth a combined $173B — up 18% from $146B a quarter earlier.

Buyers outnumbered sellers: 300 funds opened new ACN positions and 90 closed out — a net gain of 210 holders — while 863 added to existing stakes and 865 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.13B. The largest seller was T. Rowe Price Associates, cutting an estimated $447M.

  • 2,311 institutional investors held Accenture (ACN) as of Q4 2023, up from 2,135 in Q3 2023.
  • Funds reported $173B of Accenture stock for Q4 2023, up 18% quarter-over-quarter.
  • 300 funds opened new Accenture positions in Q4 2023 and 90 closed out, a net change of +210 holders.
  • The largest Accenture buyer in Q4 2023 was Morgan Stanley, an estimated $5.13B added.
  • The largest Accenture seller in Q4 2023 was T. Rowe Price Associates, an estimated $447M sold.

Based on aggregated 13F filings for Q4 2023.