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Accenture

1,919 hedge funds and large institutions have $151B invested in Accenture in 2021 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 696 increasing their positions, 750 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 73

18% more funds holding in top 10

Funds holding in top 10: 125147 (+22)

9% more capital invested

Capital invested by funds: $138B → $151B (+$12.2B)

3% more funds holding

Funds holding: 1,8651,919 (+54)

0.01% more ownership

Funds ownership: 70.65%70.66% (+0.01%)

7% less repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 750

14% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.26B

Holders
1,919
Holders Change
+54
Holders Change %
+2.9%
% of All Funds
33.59%
Holding in Top 10
147
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+17.6%
% of All Funds
2.57%
New
150
Increased
696
Reduced
750
Closed
73
Calls
$1.09B
Puts
$1.26B
Net Calls
-$171M
Net Calls Change
-$58.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1376
Legacy Financial Advisors
Kentucky
$548K +$76.1K +234 +16%
OFS
1377
OneAscent Financial Services
Alabama
$545K +$555K +1,705 New
HC
1378
Hoese & Co
Minnesota
$544K
CWC
1379
Carolinas Wealth Consulting
North Carolina
$540K -$35.5K -109 -6%
MWA
1380
Meridian Wealth Advisors
Texas
$539K +$1.3K +4 +0.2%
NAM
1381
NTV Asset Management
West Virginia
$538K +$44.9K +138 +9%
BMCM
1382
Bryn Mawr Capital Management
Pennsylvania
$535K
WAG
1383
Winthrop Advisory Group
Massachusetts
$529K -$21.1K -65 -4%
AJ
1384
Ashburton (Jersey)
Jersey
$529K
SWM
1385
SeaCrest Wealth Management
New York
$529K +$38.1K +117 +8%
BOPW
1386
Brandywine Oak Private Wealth
Pennsylvania
$528K -$34.5K -106 -6%
SCA
1387
Stonebridge Capital Advisors
Minnesota
$526K -$564K -1,733 -51%
RZH
1388
Relyea Zuckerberg Hanson
Connecticut
$526K +$34.8K +107 +7%
CI
1389
CX Institutional
Indiana
$525K +$7.81K +24 +1%
HH
1390
Hilltop Holdings
Texas
$523K -$47.8K -147 -8%
FBFS
1391
First Business Financial Services
Wisconsin
$517K
CFA
1392
Carroll Financial Associates
North Carolina
$515K +$46.2K +142 +10%
WA
1393
WBH Advisory
Maryland
$514K -$8.13K -25 -2%
CWA
1394
Clarus Wealth Advisors
Arizona
$514K +$514K +1,580 New
MA
1395
MJP Associates
Connecticut
$512K -$50.1K -154 -9%
RWI
1396
Red Wave Investments
Pennsylvania
$512K +$5.21K +16 +1%
ABC
1397
Associated Banc-Corp
Wisconsin
$509K -$976 -3 -0.2%
EI
1398
Ellevest Inc
New York
$505K +$19.5K +60 +4%
UCMOK
1399
United Capital Management of KS
Kansas
$503K +$4.55K +14 +0.9%
STC
1400
Sarah T. Connolly
$502K

ACN Hedge Fund Activity: Q3 2021 in Review

1,919 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q3 2021, worth a combined $151B — up 8.8% from $138B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new ACN positions and 73 closed out — a net gain of 77 holders — while 696 added to existing stakes and 750 trimmed.

The largest buyer was AKO Capital, opening a new position worth an estimated $731M. The largest seller was Polen Capital Management, cutting an estimated $493M.

  • 1,919 institutional investors held Accenture (ACN) as of Q3 2021, up from 1,865 in Q2 2021.
  • Funds reported $151B of Accenture stock for Q3 2021, up 8.8% quarter-over-quarter.
  • 150 funds opened new Accenture positions in Q3 2021 and 73 closed out, a net change of +77 holders.
  • The largest Accenture buyer in Q3 2021 was AKO Capital, an estimated $731M added.
  • The largest Accenture seller in Q3 2021 was Polen Capital Management, an estimated $493M sold.

Based on aggregated 13F filings for Q3 2021.