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Autodesk

1,081 hedge funds and large institutions have $39B invested in Autodesk in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 419 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 89.1%89.13% (+0.02%)

1% less funds holding

Funds holding: 1,0911,081 (-10)

2% less capital invested

Capital invested by funds: $39.9B → $39B (-$916M)

4% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 419

4% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 90

23% less call options, than puts

Call options by funds: $385M | Put options by funds: $501M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
1,081
Holders Change
-10
Holders Change %
-0.92%
% of All Funds
16.97%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
86
Increased
402
Reduced
419
Closed
90
Calls
$385M
Puts
$501M
Net Calls
-$116M
Net Calls Change
+$96.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
701
Donoghue Forlines
Massachusetts
$485K +$169K +845 +55%
CF
702
Copperwynd Financial
Arizona
$482K +$5K +25 +1%
GCM
703
Genus Capital Management
British Columbia, Canada
$475K +$464K +2,320 New
LWCFA
704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$474K +$5.6K +28 +1%
JC
705
Jacobs & Co
California
$471K
Nomura Holdings
706
Nomura Holdings
Japan
$468K -$1.66M -8,287 -78%
SWM
707
Spire Wealth Management
Virginia
$468K -$2.7M -13,495 -86%
DWT
708
Dorsey & Whitney Trust
South Dakota
$466K +$111K +556 +32%
TA
709
Tectonic Advisors
Texas
$465K -$145K -725 -24%
MNBTD
710
Moody National Bank Trust Division
Texas
$464K
BIA
711
Benchmark Investment Advisors
Illinois
$459K
WIM
712
WealthPlan Investment Management
Nebraska
$448K -$406K -2,031 -48%
MP
713
McDonald Partners
Ohio
$447K -$2K -10 -0.5%
IWM
714
IHT Wealth Management
Illinois
$445K -$94.6K -473 -18%
LFA
715
Legacy Financial Advisors
Kentucky
$438K +$70.8K +354 +20%
CW
716
Connectus Wealth
Ohio
$436K -$155K -777 -5%
FW
717
FirstPurpose Wealth
Utah
$432K -$107K -536 -20%
SOW
718
State of Wyoming
Wyoming
$432K +$141K +703 +50%
ZF
719
Zhang Financial
Michigan
$430K +$98.4K +492 +31%
GWM
720
Geneos Wealth Management
Colorado
$430K +$184K +921 +78%
IIM
721
InTrack Investment Management
Vermont
$428K -$20K -100 -5%
SC
722
Savant Capital
Illinois
$424K +$67.6K +338 +19%
ECG
723
Edge Capital Group
Georgia
$424K +$200 +1 +0%
SSWM
724
Strait & Sound Wealth Management
California
$422K
TFS
725
Thoroughbred Financial Services
Tennessee
$422K -$7.8K -39 -2%

ADSK Hedge Fund Activity: Q2 2023 in Review

1,081 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q2 2023, worth a combined $39B — down 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of ADSK and 86 opened new positions — a net loss of 4 holders — while 419 trimmed existing stakes and 402 added.

The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Polen Capital Management, cutting an estimated $477M.

  • 1,081 institutional investors held Autodesk (ADSK) as of Q2 2023, down from 1,091 in Q1 2023.
  • Funds reported $39B of Autodesk stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 86 funds opened new Autodesk positions in Q2 2023 and 90 closed out, a net change of -4 holders.
  • The largest Autodesk buyer in Q2 2023 was BlackRock, an estimated $198M added.
  • The largest Autodesk seller in Q2 2023 was Polen Capital Management, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2023.