We are live on ! Find out more
ACN icon

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
CIP
1301
Convergence Investment Partners
Florida
$1.17M +$408K +1,265 +62%
BOSSRA
1302
B.O.S.S. Retirement Advisors
Utah
$1.16M -$34.5K -107 -3%
FW
1303
FirstPurpose Wealth
Utah
$1.16M +$46.4K +144 +5%
ATC
1304
Adirondack Trust Company
New York
$1.16M -$36.4K -113 -4%
SIM
1305
Sentry Investment Management
Wisconsin
$1.16M -$114K -355 -10%
EB
1306
Eastern Bank
Massachusetts
$1.15M -$2.33M -7,237 -69%
AIC
1307
Archer Investment Corporation
Indiana
$1.15M -$29K -90 -3%
QC
1308
Quent Capital
New York
$1.14M +$87.4K +271 +9%
NAM
1309
NTV Asset Management
West Virginia
$1.14M +$597K +1,851 +133%
OWMIAS
1310
One Wealth Management Investment & Advisory Services
Florida
$1.14M +$1.04M +3,241 New
TCBWMS
1311
Texas Capital Bank Wealth Management Services
Texas
$1.13M +$6.13K +19 +0.6%
XF
1312
XML Financial
Maryland
$1.13M -$32.9K -102 -3%
TBWA
1313
Three Bridge Wealth Advisors
California
$1.12M -$222K -689 -18%
VHAM
1314
Van Hulzen Asset Management
California
$1.12M -$249K -771 -19%
RGF
1315
Retirement Guys Formula
Ohio
$1.12M +$101K +312 +11%
CI
1316
CX Institutional
Indiana
$1.12M -$31.6K -98 -3%
IWM
1317
Iams Wealth Management
Nebraska
$1.12M -$127K -394 -11%
AA
1318
Addison Advisors
Vermont
$1.12M +$9.03K +28 +0.9%
CG
1319
Cutler Group
California
$1.11M +$1.02M +3,179 New
WP
1320
WMS Partners
Maryland
$1.11M -$27.4K -85 -3%
UAS
1321
United Asset Strategies
New York
$1.11M -$1.33M -4,136 -57%
PWP
1322
Precedent Wealth Partners
Texas
$1.11M +$1.02M +3,172 New
SFG
1323
SevenBridge Financial Group
Pennsylvania
$1.11M -$2.9K -9 -0.3%
CIM
1324
Confluence Investment Management
Missouri
$1.1M -$46.7K -145 -4%
AL
1325
Aspiriant LLC
California
$1.09M -$53.5K -166 -5%

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.