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Autodesk

1,203 hedge funds and large institutions have $50B invested in Autodesk in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 429 increasing their positions, 456 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 84

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

4% more funds holding

Funds holding: 1,1621,203 (+41)

5% more capital invested

Capital invested by funds: $47.7B → $50B (+$2.34B)

6% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 456

1.37% less ownership

Funds ownership: 91.5%90.13% (-1.4%)

19% less call options, than puts

Call options by funds: $558M | Put options by funds: $687M

Holders
1,203
Holders Change
+41
Holders Change %
+3.53%
% of All Funds
17.33%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
140
Increased
429
Reduced
456
Closed
84
Calls
$558M
Puts
$687M
Net Calls
-$129M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
801
United Community Bank
South Carolina
$409K -$6.33K -25 -2%
CL
802
Choreo LLC
Illinois
$407K +$180K +711 +83%
TC
803
Trilogy Capital
California
$407K +$396K +1,564 New
HHRDM
804
H&H Retirement Design & Management
Nevada
$405K +$471K +1,863 New
AA
805
Advisory Alpha
Michigan
$402K +$97.9K +387 +33%
WA
806
Wambolt & Associates
Colorado
$401K -$2.28K -9 -0.6%
1WA
807
180 Wealth Advisors
Washington
$401K +$5.06K +20 +1%
CFG
808
Carr Financial Group
Massachusetts
$401K -$15.7K -62 -4%
IFG
809
Independent Financial Group
California
$400K -$12.4K -49 -3%
EI
810
Ellevest Inc
New York
$397K -$10.9K -43 -3%
BPCA
811
Bank Pictet & Cie (Asia)
Singapore
$397K -$1.35M -5,344 -78%
MCM
812
Manchester Capital Management
Vermont
$396K -$7.34K -29 -2%
DWM
813
Defined Wealth Management
Oregon
$396K +$506 +2 +0.1%
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$396K +$759 +3 +0.2%
GT
815
Glenview Trust
Kentucky
$396K +$39K +154 +11%
SWM
816
Salvus Wealth Management
New Jersey
$395K -$22.5K -89 -6%
MWM
817
Moran Wealth Management
Florida
$394K +$137K +540 +55%
CWA
818
Clarity Wealth Advisors
California
$394K
Kayne Anderson Rudnick Investment Management
819
Kayne Anderson Rudnick Investment Management
California
$393K -$6.33K -25 -2%
ACM
820
Aubrey Capital Management
United Kingdom
$392K -$43.8K -173 -10%
TVM
821
True Vision MN
Minnesota
$391K +$454K +1,794 New
MSFS
822
Main Street Financial Solutions
Pennsylvania
$388K -$835K -3,299 -69%
FAIM
823
Financial Advocates Investment Management
Washington
$388K -$25.8K -102 -6%
KMWM
824
Keudell/Morrison Wealth Management
Oregon
$385K +$65K +257 +21%
FC
825
FORA Capital
Florida
$384K +$373K +1,476 New

ADSK Hedge Fund Activity: Q1 2024 in Review

1,203 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q1 2024, worth a combined $50B — up 4.9% from $47.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new ADSK positions and 84 closed out — a net gain of 56 holders — while 429 added to existing stakes and 456 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.15B. The largest seller was Morgan Stanley, cutting an estimated $609M.

  • 1,203 institutional investors held Autodesk (ADSK) as of Q1 2024, up from 1,162 in Q4 2023.
  • Funds reported $50B of Autodesk stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 140 funds opened new Autodesk positions in Q1 2024 and 84 closed out, a net change of +56 holders.
  • The largest Autodesk buyer in Q1 2024 was T. Rowe Price Associates, an estimated $1.15B added.
  • The largest Autodesk seller in Q1 2024 was Morgan Stanley, an estimated $609M sold.

Based on aggregated 13F filings for Q1 2024.