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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
MWM
826
Meritas Wealth Management
California
$317K
AAS
827
Avantax Advisory Services
Texas
$315K -$1.08K -5 -0.4%
ICG
828
InterOcean Capital Group
Tennessee
$315K -$13K -60 -4%
C
829
Certuity
Florida
$313K +$648 +3 +0.2%
FTIS
830
First Trust Investment Solutions
Florida
$312K +$277K +1,281 New
BAM
831
Blueshift Asset Management
New Jersey
$311K +$276K +1,276 New
AT
832
Arlington Trust
Alabama
$310K +$275K +1,275 New
BCM
833
Brookstone Capital Management
Illinois
$309K +$274K +1,268 New
GC
834
Globeflex Capital
California
$307K +$78K +361 +40%
VWM
835
Venturi Wealth Management
Texas
$306K +$9.72K +45 +4%
AC
836
AlphaCore Capital
California
$304K -$2.16K -10 -0.8%
AWM
837
Axxcess Wealth Management
California
$304K +$270K +1,249 New
BFG
838
Beacon Financial Group
Texas
$304K +$10.6K +49 +4%
WTC
839
WhitTier Trust Company
Nevada
$304K -$107K -497 -28%
MA
840
Montag & Associates
Georgia
$303K +$60.5K +280 +29%
SMA
841
Sage Mountain Advisors
Georgia
$302K +$5.83K +27 +2%
FFA
842
Founders Financial Alliance
North Carolina
$302K -$92.2K -427 -26%
MFG
843
Merit Financial Group
Georgia
$302K +$268K +1,240 New
FMLI
844
Fukoku Mutual Life Insurance
Japan
$302K
PPC
845
Park Place Capital
Alabama
$301K -$17.5K -81 -6%
ST
846
Smithfield Trust
Pennsylvania
$301K
IF
847
Intrua Financial
Texas
$299K -$50.3K -233 -16%
KMWM
848
Keudell/Morrison Wealth Management
Oregon
$297K -$66.7K -309 -20%
ACI
849
Alpha Cubed Investments
California
$297K
MW
850
Marcum Wealth
Ohio
$294K -$17.9K -83 -6%

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.