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Autodesk
ADSK

Overview Fund Activity

1,006 hedge funds and large institutions have $56.6B invested in Autodesk in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 399 increasing their positions, 346 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
17.56%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
92
Increased
399
Reduced
346
Closed
89
Calls
$535M
Puts
$798M
Net Calls
-$263M
Net Calls Change
-$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$285M
2
FPP
Findlay Park Partners
United Kingdom
+$188M
3
Ameriprise
Ameriprise
Minnesota
+$146M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$140M
5
Polen Capital Management
Polen Capital Management
Florida
+$89M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$781M
2
BAM
Brilliance Asset Management
Hong Kong
-$249M
3
BlackRock
BlackRock
New York
-$225M
4
Parnassus Investments
Parnassus Investments
California
-$152M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
751
Nicholas Hoffman & Company
Georgia
$321K +$39.1K +134 +14%
LFA
752
Legacy Financial Advisors
Kentucky
$319K +$12.6K +43 +4%
EPP
753
ETF Portfolio Partners
Kansas
$318K +$318K +1,090 New
SIC
754
Sigma Investment Counselors
Michigan
$316K +$35.4K +121 +13%
EWM
755
Evercore Wealth Management
New York
$315K +$49.3K +169 +19%
IC
756
Intersect Capital
California
$309K +$43.8K +150 +17%
CTA
757
Chesley Taft & Associates
Illinois
$309K +$71.4K +245 +30%
CPC
758
Consolidated Planning Corp
Georgia
$307K – – –
DWM
759
Dakota Wealth Management
Florida
$306K -$875 -3 -0.3%
SFA
760
Sequoia Financial Advisors
Ohio
$305K -$51.4K -176 -14%
HWA
761
Heritage Wealth Advisors
Virginia
$302K – – –
BAM
762
Belpointe Asset Management
Nevada
$301K +$85.8K +294 +40%
IAN
763
Integrated Advisors Network
Texas
$299K -$300K -1,028 -50%
AOWM
764
Alpha Omega Wealth Management
Virginia
$298K – – –
AS
765
Altshuler Shaham
Israel
$298K +$291K +997 +3,988%
AWM
766
Altium Wealth Management
New York
$296K +$42.9K +147 +17%
OWA
767
One Wealth Advisors
California
$294K -$81.1K -278 -22%
HTC
768
Haverford Trust Company
Pennsylvania
$294K +$294K +1,008 New
FCI
769
Financial Counselors Inc
Kansas
$292K +$9.94K +34 +4%
WA
770
WestEnd Advisors
North Carolina
$291K – – –
HB
771
Homrich & Berg
Georgia
$290K +$7.01K +24 +2%
IEFM
772
IQ EQ Fund Management
Ireland
$286K – – –
JLBC
773
J.L. Bainbridge & Co
Florida
$286K – – –
SWP
774
Stratos Wealth Partners
Ohio
$284K -$14.9K -51 -5%
HI
775
Horizon Investments
North Carolina
$283K +$283K +968 New
29 30
31
32 33