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Accenture
ACN

Overview Fund Activity

1,516 hedge funds and large institutions have $77.7B invested in Accenture in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 593 increasing their positions, 616 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,516
Holders Change
-66
Holders Change %
-4.17%
% of All Funds
33.49%
Holding in Top 10
90
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10%
% of All Funds
1.99%
New
121
Increased
593
Reduced
616
Closed
166
Calls
$447M
Puts
$415M
Net Calls
+$31.2M
Net Calls Change
+$85.2M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$280M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
3
DZ Bank
DZ Bank
Germany
+$141M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$117M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$82.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
3
FMI
Fiduciary Management Inc
Wisconsin
-$193M
4
Lazard Asset Management
Lazard Asset Management
New York
-$193M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
1276
Portland Global Advisors
Maine
$231K -$30.5K -187 -12%
ATIA
1277
American Trust Investment Advisors
New Hampshire
$231K – – –
PWM
1278
Perigon Wealth Management
California
$230K +$230K +1,294 New
ZB
1279
Zions Bancorporation
Utah
$227K -$72.4K -444 -24%
OL
1280
Optas LLC
Texas
$227K +$227K +1,393 New
IWP
1281
Insight Wealth Partners
Texas
$226K – – –
TA
1282
Trellis Advisors
Washington
$224K -$20.7K -127 -8%
PWA
1283
Providence Wealth Advisors
Illinois
$223K – – –
FFWA
1284
FRG Family Wealth Advisors
Washington
$223K +$8.18K +50 +4%
RWM
1285
Ritholtz Wealth Management
New York
$223K +$223K +1,367 New
BCM
1286
Beck Capital Management
Texas
$222K – – –
AFAS
1287
Acorn Financial Advisory Services
Virginia
$221K +$221K +1,355 New
BL
1288
Balentine LLC
Georgia
$220K -$49.1K -301 -18%
KS
1289
Karpas Strategies
Connecticut
$220K – – –
AAMA
1290
Advanced Asset Management Advisors
Ohio
$220K – – –
WEC
1291
Winslow Evans & Crocker
Massachusetts
$220K +$30.8K +186 +16%
P
1292
Pitcairn
Pennsylvania
$219K -$35.7K -218 -14%
FM
1293
Family Management
New York
$219K -$10.1K -62 -4%
AI
1294
Accredited Investors
Minnesota
$219K – – –
WLPWM
1295
Walled Lake Planning & Wealth Management
Illinois
$218K – – –
AAS
1296
Annex Advisory Services
Wisconsin
$218K +$5.9K +36 +3%
PA
1297
Procyon Advisors
Connecticut
$216K -$26.4K -162 -11%
BMO
1298
Beck Mack & Oliver
New York
$215K +$10.8K +66 +5%
AP
1299
Americana Partners
Texas
$215K +$72.6K +445 +51%
AWE
1300
Avidian Wealth Enterprises
Texas
$214K +$8.01K +49 +4%
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