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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
CPC
776
Consolidated Planning Corp
Georgia
$320K -$7.6K -38 -2%
OL
777
Optas LLC
Texas
$317K +$7K +35 +2%
FAFN
778
First Affirmative Financial Network
Colorado
$317K +$101K +503 +48%
T
779
TCWP
Ohio
$316K +$309K +1,543 New
KWA
780
Kingswood Wealth Advisors
California
$315K +$308K +1,541 New
Federated Hermes
781
Federated Hermes
Pennsylvania
$315K -$6.8K -34 -2%
HH
782
Hilltop Holdings
Texas
$314K +$10.8K +54 +4%
PWPS
783
Pinnacle Wealth Planning Services
Ohio
$313K -$28.8K -144 -9%
I
784
InceptionR
California
$313K -$410K -2,050 -57%
KMWM
785
Keudell/Morrison Wealth Management
Oregon
$313K -$15.6K -78 -5%
MSFS
786
Main Street Financial Solutions
Pennsylvania
$311K -$5.8K -29 -2%
CP
787
Castleview Partners
Texas
$310K -$108K -540 -26%
Kayne Anderson Rudnick Investment Management
788
Kayne Anderson Rudnick Investment Management
California
$310K +$1.8K +9 +0.6%
DWM
789
Defined Wealth Management
Oregon
$309K +$200 +1 +0.1%
QPWM
790
Quadrant Private Wealth Management
Pennsylvania
$308K
WMC
791
Westwood Management Corporation
Illinois
$307K
CFG
792
Carr Financial Group
Massachusetts
$307K
AC
793
AXQ Capital
New Jersey
$307K +$60K +300 +25%
PAM
794
Paradigm Asset Management
New York
$307K +$300K +1,500 New
CRC
795
Curi RMB Capital
Illinois
$305K +$86K +430 +41%
CS
796
Comerica Securities
Michigan
$304K -$66.2K -331 -18%
JHP
797
James Hambro & Partners
United Kingdom
$303K -$11K -55 -4%
CI
798
CX Institutional
Indiana
$302K +$296K +1,478 New
FFA
799
First Foundation Advisors
California
$300K +$15.4K +77 +6%
DS
800
DRW Securities
Illinois
$300K +$294K +1,468 New

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.