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Accenture

2,312 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, 866 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: 2,1352,312 (+177)

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: 866

3% less call options, than puts

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

Holders
2,312
Holders Change
+177
Holders Change %
+8.29%
% of All Funds
33.7%
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
866
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
MCM
1201
Manchester Capital Management
Vermont
$1.53M +$23.9K +74 +2%
MWA
1202
Midland Wealth Advisors
Illinois
$1.53M +$1.4M +4,356 New
RBC
1203
Romano Brothers & Co
Illinois
$1.52M +$5.16K +16 +0.4%
MMG
1204
Monetary Management Group
Missouri
$1.52M
RZH
1205
Relyea Zuckerberg Hanson
Connecticut
$1.51M +$419K +1,300 +43%
BWG
1206
Boomfish Wealth Group
Georgia
$1.5M +$1.38M +4,283 New
EWA
1207
EverSource Wealth Advisors
Alabama
$1.49M +$71.9K +223 +6%
CW
1208
CreativeOne Wealth
Kansas
$1.49M -$235K -730 -15%
CMANY
1209
Capital Management Associates (New York)
New York
$1.49M
GT
1210
Glenview Trust
Kentucky
$1.48M +$120K +373 +10%
TPW
1211
Transatlantique Private Wealth
New York
$1.48M +$9.35K +29 +0.7%
HIA
1212
Harbor Investment Advisory
Maryland
$1.48M +$12.9K +40 +1%
AF
1213
Alerus Financial
North Dakota
$1.47M -$37.4K -116 -3%
FWCM
1214
Ferguson Wellman Capital Management
Oregon
$1.47M +$3.22K +10 +0.2%
PT
1215
Plimoth Trust
Massachusetts
$1.46M +$38K +118 +3%
CASB
1216
Cape Ann Savings Bank
Massachusetts
$1.46M -$6.77K -21 -0.5%
VWM
1217
VCI Wealth Management
Missouri
$1.46M +$1.34M +4,160 New
FCM
1218
Fairbanks Capital Management
California
$1.46M +$69.3K +215 +5%
FFM
1219
Forum Financial Management
Illinois
$1.45M -$79.3K -246 -6%
APP
1220
Avantax Planning Partners
Iowa
$1.44M -$108K -335 -8%
AC
1221
Abbrea Capital
California
$1.44M +$24.2K +75 +2%
UWS
1222
Unique Wealth Strategies
Illinois
$1.44M +$1.32M +4,108 New
CSPAM
1223
Cary Street Partners Asset Management
Virginia
$1.44M +$28.4K +88 +2%
BFO
1224
Boston Family Office
Massachusetts
$1.42M +$60.9K +189 +5%
SPIS
1225
Steward Partners Investment Solutions
Oregon
$1.42M +$1.31M +4,051 New

ACN Hedge Fund Activity: Q4 2023 in Review

2,312 of the 6,860 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 866 trimmed.

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

  • 2,312 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.