We are live on ! Find out more
ADSK icon

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
MG
801
Mather Group
Illinois
$300K +$70.6K +353 +32%
IAIM
802
International Assets Investment Management
Florida
$300K +$408K +2,039 +32%
IPAM
803
ICICI Prudential Asset Management
India
$298K +$15K +75 +5%
NWA
804
New World Advisors
Massachusetts
$297K -$89.4K -447 -24%
CFG
805
Cooper Financial Group
California
$296K +$9.8K +49 +4%
WBG
806
Wharton Business Group
Pennsylvania
$296K
EI
807
Ellevest Inc
New York
$293K +$6.8K +34 +2%
FIA
808
Foundations Investment Advisors
Arizona
$293K -$3.4K -17 -1%
SIM
809
Sentry Investment Management
Wisconsin
$292K
CWA
810
Clarity Wealth Advisors
California
$292K +$285K +1,425 New
SCM
811
SOL Capital Management
Maryland
$291K
WA
812
Wambolt & Associates
Colorado
$290K -$30.2K -151 -10%
GC
813
GFG Capital
Florida
$285K -$271K -1,355 -49%
BAWC
814
Boyce & Associates Wealth Consulting
Texas
$284K
SM
815
STF Management
Texas
$284K -$220K -1,101 -44%
MW
816
Marcum Wealth
Ohio
$281K -$44.6K -223 -14%
CIA
817
Cape Investment Advisory
Georgia
$281K +$2.8K +14 +1%
B
818
Barings
North Carolina
$276K
CWP
819
Curated Wealth Partners
California
$276K +$38.6K +193 +17%
OCBCO
820
Oversea-Chinese Banking Corp (OCBC)
Singapore
$273K +$267K +1,333 New
CPW
821
Crestmont Private Wealth
Texas
$272K +$266K +1,330 New
MCM
822
Manchester Capital Management
Vermont
$272K -$239K -1,194 -47%
ETIA
823
Epic Trust Investment Advisors
Washington
$268K -$49.6K -248 -16%
HFM
824
Harvest Fund Management
China
$268K +$97.4K +487 +59%
SPWM
825
Schrum Private Wealth Management
Florida
$266K

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.