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Autodesk

1,090 hedge funds and large institutions have $39.9B invested in Autodesk in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 430 increasing their positions, 396 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 90

11% more capital invested

Capital invested by funds: $35.9B → $39.9B (+$4.03B)

9% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 396

0.04% more ownership

Funds ownership: 89.06%89.1% (+0.04%)

0% less funds holding

Funds holding: 1,0921,090 (-2)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

41% less call options, than puts

Call options by funds: $310M | Put options by funds: $522M

Holders
1,090
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
17.37%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
111
Increased
430
Reduced
396
Closed
90
Calls
$310M
Puts
$522M
Net Calls
-$212M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Meritas Wealth Management
California
$271K
SPWM
827
Schrum Private Wealth Management
Florida
$271K
RC
828
Roundview Capital
New Jersey
$269K +$266K +1,292 New
SAM
829
Smithbridge Asset Management
Pennsylvania
$267K +$265K +1,285 New
C
830
Certuity
Florida
$266K -$12.6K -61 -5%
FWA
831
FSM Wealth Advisors
Ohio
$265K +$18.7K +91 +8%
ST
832
Smithfield Trust
Pennsylvania
$262K +$80.7K +392 +45%
BC
833
Bridgefront Capital
Texas
$262K -$473K -2,296 -65%
MAM
834
Morse Asset Management
Connecticut
$257K +$254K +1,233 New
JIC
835
Johnson Investment Counsel
Ohio
$257K +$2.06K +10 +0.8%
AAS
836
Ameritas Advisory Services
Nebraska
$255K +$10.7K +52 +4%
ACI
837
Alpha Cubed Investments
California
$254K -$27.8K -135 -10%
LFG
838
Larson Financial Group
Missouri
$252K +$43.4K +211 +21%
KP
839
Keel Point
Alabama
$251K +$248K +1,206 New
AC
840
AXQ Capital
New Jersey
$250K +$247K +1,200 New
OC
841
Oakworth Capital
Alabama
$250K
SWM
842
SeaCrest Wealth Management
New York
$250K -$22.6K -110 -8%
BCM
843
Becker Capital Management
Oregon
$249K -$22.4K -109 -8%
BFG
844
Beacon Financial Group
Texas
$248K -$45.7K -222 -15%
FWM
845
FFT Wealth Management
Pennsylvania
$247K +$4.32K +21 +2%
GWM
846
Geneos Wealth Management
Colorado
$246K -$61.4K -298 -20%
SWS
847
SYSTM Wealth Solutions
Illinois
$245K -$1.96M -9,542 -89%
NC
848
NinePointTwo Capital
California
$245K +$242K +1,177 New
IAN
849
Integrated Advisors Network
Texas
$245K -$126K -613 -34%
OWA
850
Opal Wealth Advisors
New York
$243K +$6.38K +31 +3%

ADSK Hedge Fund Activity: Q1 2023 in Review

1,090 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q1 2023, worth a combined $39.9B — up 11% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ADSK positions and 90 closed out — a net gain of 21 holders — while 430 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $304M. The largest seller was Fidelity Investments, cutting an estimated $469M.

  • 1,090 institutional investors held Autodesk (ADSK) as of Q1 2023, down from 1,092 in Q4 2022.
  • Funds reported $39.9B of Autodesk stock for Q1 2023, up 11% quarter-over-quarter.
  • 111 funds opened new Autodesk positions in Q1 2023 and 90 closed out, a net change of +21 holders.
  • The largest Autodesk buyer in Q1 2023 was T. Rowe Price Associates, an estimated $304M added.
  • The largest Autodesk seller in Q1 2023 was Fidelity Investments, an estimated $469M sold.

Based on aggregated 13F filings for Q1 2023.