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Accenture

2,135 hedge funds and large institutions have $146B invested in Accenture in 2023 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 871 increasing their positions, 806 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 100

10% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.03B

1% more funds holding

Funds holding: 2,1132,135 (+22)

8% more repeat investments, than reductions

Existing positions increased: 871 | Existing positions reduced: 806

0.57% less ownership

Funds ownership: 71.94%71.37% (-0.57%)

1% less capital invested

Capital invested by funds: $147B → $146B (-$1.77B)

2% less funds holding in top 10

Funds holding in top 10: 110108 (-2)

Holders
2,135
Holders Change
+22
Holders Change %
+1.04%
% of All Funds
33.88%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.71%
New
149
Increased
871
Reduced
806
Closed
100
Calls
$1.13B
Puts
$1.03B
Net Calls
+$108M
Net Calls Change
-$372M
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1976
WFA of San Diego
California
$101K
DFA
1977
DHJJ Financial Advisors
Illinois
$101K +$104K +330 New
POIA
1978
Pin Oak Investment Advisors
Texas
$101K -$35K -111 -25%
RTC
1979
Riverview Trust Company
Washington
$99.5K
GM
1980
GeoWealth Management
Illinois
$99K +$67.7K +215 +207%
KA
1981
Kozak & Associates
Colorado
$99K
NFSG
1982
Newbridge Financial Services Group
Florida
$98.4K +$18.9K +60 +23%
SIS
1983
Sound Income Strategies
Florida
$98K
CPG
1984
Cornerstone Planning Group
New Jersey
$96.4K +$25.2K +80 +34%
RWML
1985
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$96.1K +$98.6K +313 New
KFI
1986
Key Financial Inc
Pennsylvania
$95.8K
CT
1987
Clearstead Trust
Maine
$94.3K +$76.2K +242 +372%
GTAM
1988
Global Trust Asset Management
Florida
$91.8K
PA
1989
PSI Advisors
Florida
$87.4K +$315 +1 +0.4%
AWM
1990
AllSquare Wealth Management
New York
$87.2K -$5.67K -18 -6%
MWM
1991
Mascoma Wealth Management
New Hampshire
$87.2K +$67.4K +214 +306%
RDFA
1992
Ritter Daniher Financial Advisory
Ohio
$86.9K
HCM
1993
Hollencrest Capital Management
California
$85.7K
OCM
1994
Orion Capital Management
California
$84.8K +$87K +276 New
BHWM
1995
Bay Harbor Wealth Management
Maryland
$82.3K +$630 +2 +0.8%
AF
1996
Arrow Financial
New York
$80.5K -$1.57K -5 -2%
BAM
1997
Bellevue Asset Management
Washington
$80.2K
GKIM
1998
GW&K Investment Management
Massachusetts
$79K +$13.5K +43 +20%
CWM
1999
Compass Wealth Management
Connecticut
$78.9K +$3.47K +11 +4%
WPA
2000
West Paces Advisors
Georgia
$78.3K

ACN Hedge Fund Activity: Q3 2023 in Review

2,135 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q3 2023, worth a combined $146B — down 1.2% from $147B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new ACN positions and 100 closed out — a net gain of 49 holders — while 871 added to existing stakes and 806 trimmed.

The largest buyer was Barclays, adding an estimated $294M. The largest seller was T. Rowe Price Associates, cutting an estimated $616M.

  • 2,135 institutional investors held Accenture (ACN) as of Q3 2023, up from 2,113 in Q2 2023.
  • Funds reported $146B of Accenture stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 149 funds opened new Accenture positions in Q3 2023 and 100 closed out, a net change of +49 holders.
  • The largest Accenture buyer in Q3 2023 was Barclays, an estimated $294M added.
  • The largest Accenture seller in Q3 2023 was T. Rowe Price Associates, an estimated $616M sold.

Based on aggregated 13F filings for Q3 2023.