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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
SIAP
1751
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K +$18.2K +56 +14%
SQA
1752
Simon Quick Advisors
New Jersey
$141K -$2.93K -9 -2%
CFO
1753
CVA Family Office
Colorado
$140K -$213K -655 -51%
TWA
1754
TCI Wealth Advisors
Arizona
$140K +$20.2K +62 +16%
FQ
1755
First Quadrant
California
$133K
GTAM
1756
Global Trust Asset Management
Florida
$129K -$651 -2 -0.5%
LPIC
1757
LeJeune Puetz Investment Counsel
Michigan
$128K +$130K +400 New
RVM
1758
Robinson Value Management
Texas
$128K +$130K +400 New
BAM
1759
Baldrige Asset Management
Pennsylvania
$126K
CTB
1760
Country Trust Bank
Illinois
$124K +$126K +387 New
KFS
1761
Kelly Financial Services
Massachusetts
$122K -$36.4M -111,984 -100%
TFO
1762
Tarbox Family Office
California
$120K
DOA
1763
D'Orazio & Associates
Virginia
$120K +$122K +375 New
ACA
1764
Atlas Capital Advisors
Wyoming
$118K +$9.43K +29 +9%
PCA
1765
Providence Capital Advisors
North Carolina
$118K +$64.1K +197 +114%
KA
1766
Kozak & Associates
Colorado
$117K +$103K +317 New
EWA
1767
Evolution Wealth Advisors
Florida
$115K +$38.1K +117 +48%
WOSD
1768
WFA of San Diego
California
$115K +$117K +361 New
PMFA
1769
Plante Moran Financial Advisors
Michigan
$114K +$16.9K +52 +17%
JGIA
1770
Jackson Grant Investment Advisers
Connecticut
$112K +$16.3K +50 +17%
COCM
1771
Charter Oak Capital Management
New Hampshire
$109K
RCA
1772
Ranch Capital Advisors
Florida
$107K +$109K +335 New
ETI
1773
Enterprise Trust & Investment
California
$104K
MAM
1774
Magellan Asset Management
Australia
$101K
OC
1775
Oakworth Capital
Alabama
$101K +$32.5K +100 +46%

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.