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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
CI
701
Cigna Investments
Connecticut
$553K -$8.85K -41 -2%
TA
702
Tectonic Advisors
Texas
$553K
SFA
703
Semmax Financial Advisors
North Carolina
$552K +$43.8K +203 +10%
SC
704
Syon Capital
California
$552K +$490K +2,268 New
CGL
705
Clarius Group LLC
Washington
$552K -$27.9K -129 -5%
LF
706
LifePlan Financial
Minnesota
$551K +$488K +2,261 New
JC
707
Jacobs & Co
California
$550K -$9.93K -46 -2%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$546K
AIA
709
Angeles Investment Advisors
California
$544K -$40.2K -186 -8%
CIS
710
Custom Index Systems
New York
$544K +$482K +2,233 New
IAS
711
Insigneo Advisory Services
Florida
$543K +$139K +646 +41%
FPCG
712
Fort Pitt Capital Group
Pennsylvania
$536K +$192K +889 +68%
IWM
713
IHT Wealth Management
Illinois
$534K -$5.4K -25 -1%
SWM
714
Spire Wealth Management
Virginia
$533K +$4.32K +20 +0.9%
FW
715
FirstPurpose Wealth
Utah
$532K +$14.5K +67 +3%
IB
716
Intrust Bank
Kansas
$528K +$49K +227 +12%
DWT
717
Dorsey & Whitney Trust
South Dakota
$512K -$13.2K -61 -3%
CL
718
CSS LLC
Illinois
$511K +$21.6K +100 +5%
LSAG
719
Lake Street Advisors Group
New Hampshire
$511K +$453K +2,099 New
GLA
720
Great Lakes Advisors
Illinois
$511K -$403K -1,865 -47%
IIM
721
InTrack Investment Management
Vermont
$509K
STA
722
Summit Trail Advisors
New York
$508K -$122K -565 -21%
SCM
723
Stevens Capital Management
Pennsylvania
$505K -$818K -3,790 -65%
IPAM
724
ICICI Prudential Asset Management
India
$505K +$37.1K +172 +9%
MP
725
McDonald Partners
Ohio
$503K

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.