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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
SRC
1701
Sage Rhino Capital
California
$216K +$220K +675 New
TSWM
1702
Triangle Securities Wealth Management
North Carolina
$215K -$6.51K -20 -3%
FFA
1703
Founders Financial Alliance
North Carolina
$215K +$218K +670 New
BB
1704
Bell Bank
North Dakota
$215K +$219K +673 New
SW
1705
SkyOak Wealth
Michigan
$214K +$218K +670 New
AAM
1706
Arabesque Asset Management
United Kingdom
$213K -$5.21K -16 -2%
PFGIA
1707
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$9.11K +28 +4%
TSS
1708
Two Sigma Securities
New York
$212K +$216K +663 New
DWA
1709
Dougherty Wealth Advisers
Minnesota
$211K
FTC
1710
Farmers Trust Company
Ohio
$211K +$210K +647 New
LA
1711
Legacy Advisors
Pennsylvania
$209K +$213K +654 New
CWP
1712
Capital Wealth Planning
Florida
$208K -$58.9K -181 -22%
EWM
1713
EPG Wealth Management
Georgia
$208K +$211K +649 New
S
1714
Surevest
California
$208K +$211K +649 New
NCM
1715
Noesis Capital Mangement
Florida
$206K
RM
1716
Resource Management
Louisiana
$206K +$209K +643 New
KAM
1717
Knightsbridge Asset Management
California
$205K -$13.3K -41 -6%
ARG
1718
Advisory Resource Group
Oklahoma
$204K +$207K +637 New
FM
1719
Family Management
New York
$203K -$33.5K -103 -14%
AFS
1720
Axiom Financial Strategies
Indiana
$202K +$206K +632 New
OFG
1721
OmniStar Financial Group
North Carolina
$202K +$206K +632 New
TA
1722
TrueWealth Advisors
Alabama
$202K +$206K +632 New
GWM
1723
GSB Wealth Management
Connecticut
$201K -$1.8M -5,521 -90%
EP
1724
Eudaimonia Partners
Tennessee
$201K +$204K +628 New
TFS
1725
Thoroughbred Financial Services
Tennessee
$201K +$205K +631 New

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.