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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
GHA
1226
GW Henssler & Associates
Georgia
$287K +$66.1K +343 +24%
BHWM
1227
Bar Harbor Wealth Management
New Hampshire
$286K -$90.5K -470 -21%
WRM
1228
Weybosset Research & Management
Rhode Island
$285K -$9.63K -50 -3%
SIAS
1229
Shine Investment Advisory Services
Colorado
$283K +$963 +5 +0.3%
BHBT
1230
Burke & Herbert Bank & Trust
Virginia
$281K +$135K +700 +68%
XF
1231
XML Financial
Maryland
$279K -$60.7K -315 -16%
SIA
1232
Strategic Investment Advisors
Michigan
$279K +$23.7K +123 +8%
MFG
1233
Magnus Financial Group
New York
$279K +$107K +558 +48%
GG
1234
Gleason Group
Kentucky
$277K +$1.35K +7 +0.4%
QCM
1235
Quest Capital Management
Texas
$276K +$63K +327 +24%
WA1
1236
Wimmer Associates 1
California
$276K +$119K +620 +58%
EFS
1237
Essex Financial Services
Connecticut
$271K -$236K -1,225 -42%
SWM
1238
SeaCrest Wealth Management
New York
$270K -$23.3K -121 -7%
RBC
1239
Roble Belko & Company
Pennsylvania
$269K -$37.4K -194 -11%
Marshall Wace
1240
Marshall Wace
United Kingdom
$269K +$318K +1,650 New
QT
1241
Quantamental Technologies
New York
$269K +$318K +1,650 New
PHK
1242
Point72 Hong Kong
Hong Kong
$266K +$314K +1,629 New
TFS
1243
Thoroughbred Financial Services
Tennessee
$265K +$8.67K +45 +3%
WDL
1244
Well Done LLC
Michigan
$265K +$28.1K +146 +10%
DCM
1245
Driehaus Capital Management
Illinois
$264K +$311K +1,617 New
VDI
1246
Vaughan David Investments
Illinois
$263K
HCM
1247
Hilton Capital Management
New York
$262K +$26.4K +137 +9%
Jones Financial Companies
1248
Jones Financial Companies
Missouri
$261K -$185K -959 -38%
NJBEST
1249
New Jersey Better Educational Savings Trust
New Jersey
$261K
BRWM
1250
B. Riley Wealth Management
Tennessee
$260K +$307K +1,594 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.