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Accenture

1,585 hedge funds and large institutions have $101B invested in Accenture in 2019 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 561 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $91.4B → $101B (+$9.34B)

8% more funds holding

Funds holding: 1,4671,585 (+118)

5% more funds holding in top 10

Funds holding in top 10: 95100 (+5)

2% less repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 571

7% less call options, than puts

Call options by funds: $697M | Put options by funds: $751M

1.87% less ownership

Funds ownership: 74.8%72.93% (-1.9%)

Holders
1,585
Holders Change
+118
Holders Change %
+8.04%
% of All Funds
31.23%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.97%
New
211
Increased
561
Reduced
571
Closed
71
Calls
$697M
Puts
$751M
Net Calls
-$54M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1001
Lido Advisors
California
$792K +$55.5K +285 +8%
MIAS
1002
Mason Investment Advisory Services
Virginia
$791K -$268K -1,375 -27%
EWM
1003
Elite Wealth Management
Washington
$783K -$5.85K -30 -0.8%
BCM
1004
Brooktree Capital Management
Michigan
$783K +$724K +3,717 New
TCM
1005
Tuttle Capital Management
Connecticut
$782K -$2.48M -12,744 -77%
SACTSONJ
1006
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$779K +$721K +3,700 New
BCMO
1007
Buckingham Capital Management (Ohio)
Ohio
$775K -$108K -555 -13%
PP
1008
PagnatoKarp Partners
Virginia
$772K -$780 -4 -0.1%
CWA
1009
Clarus Wealth Advisors
Arizona
$769K +$69.8K +358 +11%
MWM
1010
Mission Wealth Management
California
$767K +$134K +690 +23%
BPB
1011
Badgley, Phelps & Bell
Washington
$766K -$3.31K -17 -0.5%
FI
1012
Fosun International
China
$764K +$702K +3,600 New
MWM
1013
Modera Wealth Management
New Jersey
$759K -$21.2K -109 -3%
PCM
1014
Penserra Capital Management
California
$757K -$1.07M -5,505 -60%
VLKIM
1015
Van Lanschot Kempen Investment Management
Netherlands
$757K +$701K +3,596 New
LSAG
1016
Lake Street Advisors Group
New Hampshire
$751K +$40K +205 +6%
RIA
1017
Realta Investment Advisors
Delaware
$749K -$132K -677 -15%
PIG
1018
Pantheon Investment Group
California
$749K +$693K +3,557 New
FC
1019
Ferris Capital
Massachusetts
$732K
SFG
1020
SevenBridge Financial Group
Pennsylvania
$728K
TW
1021
TrinityPoint Wealth
Connecticut
$726K +$17K +87 +3%
CA
1022
Clearstead Advisors
Ohio
$726K +$54.8K +281 +9%
WP
1023
WMS Partners
Maryland
$725K +$1.17K +6 +0.2%
TI
1024
tru Independence
Oregon
$722K +$862K +4,421 New
HAG
1025
HighPoint Advisor Group
Illinois
$716K +$55.9K +287 +9%

ACN Hedge Fund Activity: Q4 2019 in Review

1,585 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q4 2019, worth a combined $101B — up 10% from $91.4B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new ACN positions and 71 closed out — a net gain of 140 holders — while 561 added to existing stakes and 571 trimmed.

The largest buyer was UBS AM, adding an estimated $230M. The largest seller was Capital World Investors, cutting an estimated $291M.

  • 1,585 institutional investors held Accenture (ACN) as of Q4 2019, up from 1,467 in Q3 2019.
  • Funds reported $101B of Accenture stock for Q4 2019, up 10% quarter-over-quarter.
  • 211 funds opened new Accenture positions in Q4 2019 and 71 closed out, a net change of +140 holders.
  • The largest Accenture buyer in Q4 2019 was UBS AM, an estimated $230M added.
  • The largest Accenture seller in Q4 2019 was Capital World Investors, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2019.