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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
SWM
776
Salvus Wealth Management
New Jersey
$391K -$9.29K -43 -3%
CFG
777
Carr Financial Group
Massachusetts
$390K +$21.6K +100 +7%
UCB
778
United Community Bank
South Carolina
$388K +$186K +860 +117%
GI
779
GAMMA Investing
California
$388K +$330K +1,529 New
FAIM
780
Financial Advocates Investment Management
Washington
$387K +$84.9K +393 +33%
IFG
781
Independent Financial Group
California
$386K +$1.08K +5 +0.3%
PCIA
782
Prime Capital Investment Advisors
Kansas
$385K +$342K +1,583 New
AWM
783
Aprio Wealth Management
Georgia
$382K +$39.9K +185 +13%
EI
784
Ellevest Inc
New York
$382K +$13.8K +64 +4%
TPCW
785
TD Private Client Wealth
New York
$381K +$147K +682 +77%
WA
786
Wambolt & Associates
Colorado
$379K +$11K +51 +3%
Capstone Investment Advisors
787
Capstone Investment Advisors
New York
$379K +$174K +806 +108%
MCM
788
Manchester Capital Management
Vermont
$378K +$36.5K +169 +12%
CA
789
Continuum Advisory
Idaho
$377K +$335K +1,550 New
Kayne Anderson Rudnick Investment Management
790
Kayne Anderson Rudnick Investment Management
California
$374K +$4.32K +20 +1%
VCM
791
Virtue Capital Management
Tennessee
$372K -$598K -2,768 Closed
CC
792
Copperleaf Capital
North Carolina
$372K -$5.18K -24 -2%
ET
793
Entropy Technologies
New York
$372K +$330K +1,526 New
CPC
794
Consolidated Planning Corp
Georgia
$370K
DWM
795
Defined Wealth Management
Oregon
$370K +$648 +3 +0.2%
PWPS
796
Pinnacle Wealth Planning Services
Ohio
$370K -$1.94K -9 -0.6%
CWA
797
Clarity Wealth Advisors
California
$368K +$18.8K +87 +6%
AG
798
Algert Global
California
$367K +$87.9K +407 +37%
PAM
799
Paradigm Asset Management
New York
$365K
WA
800
Wealth Alliance
New York
$361K -$6.69K -31 -2%

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.