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Accenture
ACN

Overview Fund Activity

2,129 hedge funds and large institutions have $145B invested in Accenture in 2023 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 869 increasing their positions, 803 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,129
Holders Change
+21
Holders Change %
+1%
% of All Funds
33.94%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.72%
New
148
Increased
869
Reduced
803
Closed
100
Calls
$1.13B
Puts
$1.03B
Net Calls
+$108M
Net Calls Change
-$372M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$287M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$221M
3
Wells Fargo
Wells Fargo
California
+$202M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$199M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$188M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$601M
2
Morgan Stanley
Morgan Stanley
New York
-$528M
3
DZ Bank
DZ Bank
Germany
-$443M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$305M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
1401
Catalyst Financial Partners
Massachusetts
$662K +$94.3K +307 +17%
CWM
1402
Circle Wealth Management
New Jersey
$661K +$10.1K +33 +2%
MAM
1403
Morse Asset Management
Connecticut
$660K +$59.9K +195 +10%
TFA
1404
Transamerica Financial Advisors
Florida
$659K -$42.1K -137 -6%
PCP
1405
Proficio Capital Partners
Massachusetts
$657K +$28.6K +93 +5%
AWP
1406
Accretive Wealth Partners
New Jersey
$652K +$27.3K +89 +4%
FWM
1407
Forza Wealth Management
Florida
$650K – – –
DF
1408
Donoghue Forlines
Massachusetts
$649K -$50.1K -163 -7%
CA
1409
Continuum Advisory
Idaho
$648K +$55K +179 +9%
LSPW
1410
Lake Street Private Wealth
Illinois
$646K -$65.9K -219 -9%
ACP
1411
Aveo Capital Partners
Colorado
$646K +$16.6K +54 +3%
IGWM
1412
ICA Group Wealth Management
Colorado
$646K -$33.2K -108 -5%
WTB
1413
Washington Trust Bank
Washington
$645K +$143K +466 +29%
MIA
1414
Milestone Investment Advisors
Wisconsin
$645K +$645K +2,099 New
LF
1415
Lantz Financial
Illinois
$643K +$11.1K +36 +2%
CG
1416
Clifford Group
Massachusetts
$641K -$74.6K -243 -10%
CCA
1417
Cobblestone Capital Advisors
New York
$637K – – –
PA
1418
Prossimo Advisors
California
$636K -$4.61K -15 -0.7%
CWM
1419
Cornerstone Wealth Management
Missouri
$636K +$359K +1,168 +130%
JWM
1420
Janiczek Wealth Management
Colorado
$633K +$1.84K +6 +0.3%
SWM
1421
Silverlake Wealth Management
Vermont
$631K +$272K +886 +76%
ARG
1422
Advisory Resource Group
Oklahoma
$631K +$5.22K +17 +0.8%
CIP
1423
Convergence Investment Partners
Florida
$631K +$280K +913 +80%
AIP
1424
Almanack Investment Partners
Pennsylvania
$629K -$164K -535 -21%
ZCI
1425
Zevenbergen Capital Investments
Washington
$627K +$627K +2,043 New
55 56
57
58 59