We are live on ! Find out more
ACN icon

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
LSA
1426
Lion Street Advisors
Texas
$41K +$48.9K +254 New
OC
1427
Oakworth Capital
Alabama
$40K
PMFA
1428
Plante Moran Financial Advisors
Michigan
$39K -$1.35K -7 -3%
RWML
1429
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$38.4K -$34.3K -178 -43%
LD
1430
Lipe & Dalton
New York
$38K
GFPC
1431
Global Financial Private Client
Florida
$37.1K
TAIM
1432
TD Ameritrade Investment Management
Nebraska
$36K -$5.39K -28 -11%
RDWM
1433
Red Door Wealth Management
Tennessee
$35K +$41.4K +215 New
GI
1434
Gradient Investments
Minnesota
$34K +$771 +4 +2%
SIS
1435
Sound Income Strategies
Florida
$34K +$40.5K +210 New
ADL
1436
Asset Dedication LLC
California
$33K -$23.3K -121 -37%
LAS
1437
Lloyd Advisory Services
Georgia
$33K -$193 -1 -0.5%
HCM
1438
Highlander Capital Management
New Jersey
$33K
PCC
1439
Park Circle Company
Maryland
$33K
EWP
1440
Engrave Wealth Partners
Texas
$31K -$2.7K -14 -7%
NSB
1441
Norway Savings Bank
Maine
$30K
Fidelity International
1442
Fidelity International
Bermuda
$29K -$2.75M -14,293 -99%
HWA
1443
HHM Wealth Advisors
Tennessee
$29K +$33.9K +176 New
JSC
1444
Jackson Square Capital
California
$27K -$2.7K -14 -8%
VNA
1445
Valley National Advisers
Pennsylvania
$27K
FWM
1446
FSA Wealth Management
Massachusetts
$26K
DCM
1447
Davis Capital Management
Florida
$26K +$30.6K +159 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1448
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24K -$13.4M -69,332 -100%
CWM
1449
Cranbrook Wealth Management
Michigan
$24K -$7.32K -38 -21%
ICM
1450
Islay Capital Management
Texas
$24K

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.