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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
MWM
826
Meritas Wealth Management
California
$266K
AC
827
AlphaCore Capital
California
$266K +$57K +285 +28%
VWM
828
Venturi Wealth Management
Texas
$265K -$24.6K -123 -9%
CG
829
Cutler Group
California
$264K -$135K -675 -34%
C
830
Certuity
Florida
$263K +$2.2K +11 +0.9%
HFG
831
Heron Financial Group
New York
$263K -$15.8K -79 -6%
SAM
832
Smithbridge Asset Management
Pennsylvania
$263K
BFM
833
Boston Financial Management
Massachusetts
$260K -$145K -724 -36%
ST
834
Smithfield Trust
Pennsylvania
$258K
FCP
835
Fidelis Capital Partners
Florida
$257K +$35.4K +177 +16%
AFM
836
Abbot Financial Management
Massachusetts
$253K -$78.4K -392 -24%
SWM
837
SeaCrest Wealth Management
New York
$250K +$5K +25 +2%
FPCG
838
Fort Pitt Capital Group
Pennsylvania
$250K +$27.6K +138 +13%
ACI
839
Alpha Cubed Investments
California
$249K
SWP
840
Stratos Wealth Partners
Ohio
$248K +$243K +1,213 New
LSA
841
Lion Street Advisors
Texas
$246K +$155K +774 New
AR
842
Advisory Research
Illinois
$246K +$240K +1,201 New
OC
843
Oakworth Capital
Alabama
$245K
BCM
844
Becker Capital Management
Oregon
$245K
IF
845
Intrua Financial
Texas
$244K +$239K +1,194 New
BFG
846
Beacon Financial Group
Texas
$244K -$13.4K -67 -5%
SMA
847
Sage Mountain Advisors
Georgia
$244K -$85.6K -428 -26%
BCM
848
Brookstone Capital Management
Illinois
$243K -$42.4K -212 -15%
FCH
849
Freestone Capital Holdings
Washington
$243K -$117K -585 -33%
FAIM
850
Financial Advocates Investment Management
Washington
$243K +$20K +100 +9%

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.