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Autodesk

677 hedge funds and large institutions have $26.7B invested in Autodesk in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 252 increasing their positions, 234 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 90

8% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 234

1% more funds holding

Funds holding: 671677 (+6)

0.64% more ownership

Funds ownership: 95.06%95.7% (+0.64%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

18% less capital invested

Capital invested by funds: $32.4B → $26.7B (-$5.72B)

21% less call options, than puts

Call options by funds: $422M | Put options by funds: $533M

Holders
677
Holders Change
+6
Holders Change %
+0.89%
% of All Funds
15.08%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.58%
New
100
Increased
252
Reduced
234
Closed
90
Calls
$422M
Puts
$533M
Net Calls
-$110M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
576
First Personal Financial Services
North Carolina
$51K -$4.32K -32 -7%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$51K
SBL
578
Sargent Bickham Lagudis
Colorado
$51K
WA
579
WealthTrust-Arizona
Arizona
$51K
MFW
580
Mosaic Family Wealth
Missouri
$48K +$10.9K +81 +28%
JCM
581
Jacobi Capital Management
Pennsylvania
$47K
MFBTD
582
MB Financial Bank - Trust Department
Illinois
$45K
RFA
583
Reilly Financial Advisors
California
$43K
CC
584
Centiva Capital
New York
$41K +$43.1K +319 New
BFEC
585
Benjamin F. Edwards & Company
Missouri
$39K -$945 -7 -2%
BWM
586
BerganKDV Wealth Management
Minnesota
$36K
SIM
587
Sonora Investment Management
Arizona
$36K
WCM
588
WealthBridge Capital Management
Ohio
$36K +$38K +281 New
WAP
589
Wealthcare Advisory Partners
Pennsylvania
$35K
PCP
590
Proficio Capital Partners
Massachusetts
$35K +$8.64K +64 +31%
PA
591
Perennial Advisors
New York
$33K
TWA
592
TCI Wealth Advisors
Arizona
$32K +$540 +4 +2%
GAM
593
Gemmer Asset Management
California
$32K +$6.08K +45 +22%
JA
594
JOYN Advisors
Georgia
$32K +$17.7K +131 +113%
LC
595
Lindbrook Capital
California
$32K +$34K +252 New
RE
596
RBC Europe
United Kingdom
$30.2K +$6.08K +45 +24%
CYG
597
Clean Yield Group
Vermont
$30K +$31.1K +230 New
BCA
598
Berman Capital Advisors
Georgia
$30K +$32.1K +238 New
LWM
599
Liberty Wealth Management
California
$30K +$32.1K +238 New
CA
600
Claro Advisors
Massachusetts
$29K +$25.1K +186 New

ADSK Hedge Fund Activity: Q4 2018 in Review

677 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q4 2018, worth a combined $26.7B — down 18% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ADSK positions and 90 closed out — a net gain of 10 holders — while 252 added to existing stakes and 234 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $518M. The largest seller was Fidelity Investments, cutting an estimated $237M.

  • 677 institutional investors held Autodesk (ADSK) as of Q4 2018, up from 671 in Q3 2018.
  • Funds reported $26.7B of Autodesk stock for Q4 2018, down 18% quarter-over-quarter.
  • 100 funds opened new Autodesk positions in Q4 2018 and 90 closed out, a net change of +10 holders.
  • The largest Autodesk buyer in Q4 2018 was Lone Pine Capital, an estimated $518M added.
  • The largest Autodesk seller in Q4 2018 was Fidelity Investments, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2018.