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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
DACG
1476
Donor Advised Charitable Giving
California
$401K -$190K -583 -32%
WA
1477
Wealth Architects
California
$400K +$25K +77 +7%
SCM
1478
Stonebridge Capital Management
California
$399K
MA
1479
Mutual Advisors
Nebraska
$397K +$11.1K +34 +3%
BFG
1480
Barber Financial Group
Kansas
$396K +$47.2K +145 +13%
AFM
1481
Andesa Financial Management
Pennsylvania
$394K -$152K -466 -27%
WC
1482
Westhampton Capital
North Carolina
$390K
IF
1483
Insight Folios
North Carolina
$390K +$396K +1,218 New
MFG
1484
Menard Financial Group
Texas
$384K -$1.63K -5 -0.4%
IPW
1485
IronBridge Private Wealth
Texas
$384K +$651 +2 +0.2%
DA
1486
DCM Advisors
New York
$384K +$390K +1,200 New
PCA
1487
Pallas Capital Advisors
Massachusetts
$382K -$1.95K -6 -0.6%
WCWM
1488
Willow Creek Wealth Management
California
$382K
PFSC
1489
Peoples Financial Services Corp
Pennsylvania
$381K
WA
1490
Waverly Advisors
Alabama
$381K +$32.9K +101 +11%
IP
1491
Innovative Portfolios
Indiana
$380K -$36.4K -112 -11%
SAM
1492
Strategy Asset Managers
California
$379K +$325 +1 +0.1%
CRCM
1493
Corbett Road Capital Management
Virginia
$378K -$8.78K -27 -2%
AF
1494
Allworth Financial
California
$378K +$289K +888 +302%
AAS
1495
Annex Advisory Services
Wisconsin
$377K -$22.8K -70 -6%
AIM
1496
Axiom Investment Management
New York
$377K -$21.1K -65 -5%
SCA
1497
Sage Capital Advisors
South Dakota
$376K
SPI
1498
Santori & Peters Inc
Pennsylvania
$375K
EWM
1499
Elite Wealth Management
Washington
$374K +$8.78K +27 +2%
CWP
1500
Curated Wealth Partners
California
$373K

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.