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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 %
KA
1976
Kozak & Associates
Colorado
$99K – – –
NFSG
1977
Newbridge Financial Services Group
Florida
$98.4K +$18.4K +60 +23%
SIS
1978
Sound Income Strategies
Florida
$98K – – –
CPG
1979
Cornerstone Planning Group
New Jersey
$96.4K +$24.6K +80 +34%
KFI
1980
Key Financial Inc
Pennsylvania
$95.8K – – –
CT
1981
Clearstead Trust
Maine
$94.3K +$74.3K +242 +372%
GTAM
1982
Global Trust Asset Management
Florida
$91.8K – – –
PA
1983
PSI Advisors
Florida
$87.4K +$307 +1 +0.4%
AWM
1984
AllSquare Wealth Management
New York
$87.2K -$5.53K -18 -6%
MWM
1985
Mascoma Wealth Management
New Hampshire
$87.2K +$65.7K +214 +306%
RDFA
1986
Ritter Daniher Financial Advisory
Ohio
$86.9K – – –
HCM
1987
Hollencrest Capital Management
California
$85.7K – – –
OCM
1988
Orion Capital Management
California
$84.8K +$84.8K +276 New
BHWM
1989
Bay Harbor Wealth Management
Maryland
$82.3K +$614 +2 +0.8%
AF
1990
Arrow Financial
New York
$80.5K -$1.54K -5 -2%
BAM
1991
Bellevue Asset Management
Washington
$80.2K – – –
GKIM
1992
GW&K Investment Management
Massachusetts
$79K +$13.3K +43 +20%
CWM
1993
Compass Wealth Management
Connecticut
$78.9K +$3.38K +11 +4%
WPA
1994
West Paces Advisors
Georgia
$78.3K – – –
JPWM
1995
Jamison Private Wealth Management
Georgia
$77.1K +$77.1K +251 New
WIM
1996
Westside Investment Management
California
$75.2K – – –
MWA
1997
Moser Wealth Advisors
Washington
$74.9K – – –
PPWM
1998
PFG Private Wealth Management
Florida
$74.6K -$59K -192 -44%
GJIA
1999
Glass Jacobson Investment Advisors
Maryland
$73.7K – – –
TWP
2000
TFO Wealth Partners
Ohio
$71.9K +$1.54K +5 +2%
78 79
80
81 82