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Accenture

2,114 hedge funds and large institutions have $147B invested in Accenture in 2023 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 900 increasing their positions, 750 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 101

51% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $947M

20% more repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 750

9% more capital invested

Capital invested by funds: $135B → $147B (+$12B)

3% more funds holding

Funds holding: 2,0622,114 (+52)

0.41% more ownership

Funds ownership: 71.53%71.94% (+0.41%)

8% less funds holding in top 10

Funds holding in top 10: 120110 (-10)

Holders
2,114
Holders Change
+52
Holders Change %
+2.52%
% of All Funds
33.19%
Holding in Top 10
110
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.33%
% of All Funds
1.73%
New
173
Increased
900
Reduced
750
Closed
101
Calls
$1.43B
Puts
$947M
Net Calls
+$480M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
2101
Center for Financial Planning
Michigan
$4.01K +$3.78K +13 New
LFA
2102
Level Financial Advisors
New York
$4.01K +$3.78K +13 New
HWP
2103
Highline Wealth Partners
California
$3.7K
WWM
2104
Wolff Wiese Magana
California
$3.7K +$3.49K +12 New
BWS
2105
Buck Wealth Strategies
Colorado
$3.53K
UFF
2106
USA Financial Formulas
Michigan
$3.09K
TVWM
2107
Tower View Wealth Management
Wisconsin
$3K +$2.62K +9 New
RA
2108
Rise Advisors
New York
$2.83K -$1.45K -5 -36%
2L
2109
25 LLC
Missouri
$2.52K +$581 +2 +33%
TWD
2110
True Wealth Design
Ohio
$2.47K -$1.16K -4 -33%
IHWM
2111
Iron Horse Wealth Management
Iowa
$2.16K
LOIP
2112
Live Oak Investment Partners
Texas
$1.85K
MFA
2113
McClarren Financial Advisors
Pennsylvania
$1K
Parallax Volatility Advisers
2114
Parallax Volatility Advisers
California
$617
GCS
2115
Gordian Capital (Singapore)
Singapore
$309
CJL
2116
Cyrus J. Lawrence
New York
$92
Voloridge Investment Management
2117
Voloridge Investment Management
Florida
-$221M -772,915 Closed
JMPWA
2118
JP Morgan Private Wealth Advisors
California
-$159M -554,593 Closed
Alyeska Investment Group
2119
Alyeska Investment Group
Illinois
-$93.1M -325,611 Closed
Parnassus Investments
2120
Parnassus Investments
California
-$73.7M -257,851 Closed
Select Equity Group
2121
Select Equity Group
New York
-$72.6M -253,948 Closed
QC
2122
Quadrature Capital
United Kingdom
-$46.9M -164,163 Closed
WBC
2123
Westpac Banking Corp
Australia
-$41M -143,442 Closed
Balyasny Asset Management
2124
Balyasny Asset Management
Illinois
-$31.3M -109,534 Closed
ACM
2125
Aquatic Capital Management
Illinois
-$21M -73,600 Closed

ACN Hedge Fund Activity: Q2 2023 in Review

2,114 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Accenture (ACN) for Q2 2023, worth a combined $147B — up 8.9% from $135B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new ACN positions and 101 closed out — a net gain of 72 holders — while 900 added to existing stakes and 750 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $643M. The largest seller was D.E. Shaw & Co, cutting an estimated $378M.

  • 2,114 institutional investors held Accenture (ACN) as of Q2 2023, up from 2,062 in Q1 2023.
  • Funds reported $147B of Accenture stock for Q2 2023, up 8.9% quarter-over-quarter.
  • 173 funds opened new Accenture positions in Q2 2023 and 101 closed out, a net change of +72 holders.
  • The largest Accenture buyer in Q2 2023 was JP Morgan Chase, an estimated $643M added.
  • The largest Accenture seller in Q2 2023 was D.E. Shaw & Co, an estimated $378M sold.

Based on aggregated 13F filings for Q2 2023.