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Accenture
ACN

Overview Fund Activity

2,302 hedge funds and large institutions have $172B invested in Accenture in 2023 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,302
Holders Change
+173
Holders Change %
+8.13%
% of All Funds
33.75%
Holding in Top 10
137
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+26.85%
% of All Funds
2.01%
New
296
Increased
859
Reduced
864
Closed
90
Calls
$1.33B
Puts
$1.38B
Net Calls
-$43.9M
Net Calls Change
-$152M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6B
2
DZ Bank
2
DZ Bank
Germany
$615M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$288M
4
GIM
4
Generation Investment Management
United Kingdom
$286M
5
Bank of America
5
Bank of America
North Carolina
$2.34B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.98B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.38B
3
Barclays
3
Barclays
United Kingdom
$565M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.19B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$4.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
2051
Zuckerman Investment Group
Illinois
$214K -$219K -623 -51%
OPPS
2052
Obsidian Personal Planning Solutions
Maryland
$213K +$213K +608 New
CWG
2053
Crown Wealth Group
North Carolina
$212K +$212K +605 New
CMP
2054
Coston McIsaac & Partners
Maine
$212K +$7.35K +21 +4%
SFG
2055
Summit Financial Group
West Virginia
$212K -$39.7K -113 -16%
CSIA
2056
Charles Schwab Investment Advisory
California
$212K +$212K +603 New
WWM
2057
Wagner Wealth Management
South Carolina
$212K +$212K +603 New
6F
2058
626 Financial
Michigan
$212K +$212K +603 New
SVCP
2059
Silicon Valley Capital Partners
California
$211K +$702 +2 +0.3%
ABLA
2060
Alan B. Lancz & Associates
Ohio
$211K +$211K +600 New
EDRIA
2061
Edmonds Duncan Registered Investment Advisors
Kansas
$211K +$211K +560 New
JIP
2062
Jaffetilchin Investment Partners
Florida
$210K +$210K +599 New
WWP
2063
Waypoint Wealth Partners
California
$209K +$209K +596 New
TA
2064
TrueWealth Advisors
Alabama
$209K -$21.4K -61 -9%
CBA
2065
Coastal Bridge Advisors
Connecticut
$208K +$208K +593 New
BEAM
2066
Baker Ellis Asset Management
Washington
$207K +$207K +590 New
LWM
2067
Lyell Wealth Management
California
$207K +$207K +590 New
MBTD
2068
Mechanics Bank - Trust Department
California
$207K -$42.1K -120 -17%
FFG
2069
Frisch Financial Group
New York
$207K +$207K +589 New
BCM
2070
Boltwood Capital Management
California
$206K +$206K +588 New
CRIG
2071
Charter Research & Investment Group
Connecticut
$206K +$206K +587 New
MPM
2072
Meritage Portfolio Management
Kansas
$205K +$205K +585 New
SCA
2073
Southern Capital Advisors
Tennessee
$205K +$205K +583 New
PPWM
2074
PFG Private Wealth Management
Florida
$203K +$118K +336 +138%
ACS
2075
Archford Capital Strategies
Illinois
$203K +$203K +579 New
81 82
83
84 85