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Autodesk

1,161 hedge funds and large institutions have $47.7B invested in Autodesk in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 85

22% more capital invested

Capital invested by funds: $39.1B → $47.7B (+$8.59B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 1,0751,161 (+86)

3.65% more ownership

Funds ownership: 87.85%91.5% (+3.6%)

1% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 406

3% less call options, than puts

Call options by funds: $679M | Put options by funds: $697M

Holders
1,161
Holders Change
+86
Holders Change %
+8%
% of All Funds
16.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
187
Increased
409
Reduced
406
Closed
85
Calls
$679M
Puts
$697M
Net Calls
-$18.1M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
576
Coldstream Capital Management
Washington
$1.08M +$365K +1,690 +61%
MFG
577
Mainsail Financial Group
Washington
$1.08M +$140K +650 +17%
AT
578
Arden Trust
Delaware
$1.08M -$128K -595 -12%
GRP
579
Global Retirement Partners
California
$1.07M +$82.5K +382 +9%
CT
580
Columbia Trust
Oregon
$1.06M +$109K +503 +13%
RC
581
Roundview Capital
New Jersey
$1.05M -$1.08K -5 -0.1%
TSWM
582
Triangle Securities Wealth Management
North Carolina
$1.05M +$31.7K +147 +4%
ACS
583
Archford Capital Strategies
Illinois
$1.05M +$247K +1,144 +36%
IAA
584
Independent Advisor Alliance
North Carolina
$1.05M -$19.4K -90 -2%
GAA
585
Green Alpha Advisors
Colorado
$1.04M -$103K -475 -10%
AWM
586
Avitas Wealth Management
California
$1.03M +$15.8K +73 +2%
BFEC
587
Benjamin F. Edwards & Company
Missouri
$1.02M +$233K +1,079 +35%
ILI
588
Invesco LLC (Illinois)
Illinois
$1.01M -$16.8K -78 -2%
WAG
589
Wallace Advisory Group
California
$1M -$59.2K -274 -5%
ITFISA
590
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1M
AWP
591
Accretive Wealth Partners
New Jersey
$990K +$3.24K +15 +0.4%
CA
592
Clearstead Advisors
Ohio
$990K -$807K -3,739 -48%
EA
593
Everpar Advisors
Oklahoma
$990K +$878K +4,065 New
B
594
Birchbrook
Maine
$985K +$874K +4,047 New
BC
595
BIT Capital
Germany
$984K +$873K +4,042 New
OWMIAS
596
One Wealth Management Investment & Advisory Services
Florida
$981K +$870K +4,030 New
PGFC
597
Peapack-Gladstone Financial Corp
New Jersey
$978K -$45.3K -210 -5%
CCG
598
Ceeto Capital Group
Florida
$974K +$216K +1,000 +33%
SACTSONJ
599
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$974K
HI
600
Horizon Investments
North Carolina
$970K +$323K +1,495 +60%

ADSK Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q4 2023, worth a combined $47.7B — up 22% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new ADSK positions and 85 closed out — a net gain of 102 holders — while 409 added to existing stakes and 406 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $523M. The largest seller was AllianceBernstein, cutting an estimated $166M.

  • 1,161 institutional investors held Autodesk (ADSK) as of Q4 2023, up from 1,075 in Q3 2023.
  • Funds reported $47.7B of Autodesk stock for Q4 2023, up 22% quarter-over-quarter.
  • 187 funds opened new Autodesk positions in Q4 2023 and 85 closed out, a net change of +102 holders.
  • The largest Autodesk buyer in Q4 2023 was Morgan Stanley, an estimated $523M added.
  • The largest Autodesk seller in Q4 2023 was AllianceBernstein, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2023.