Autodesk
ADSK
1,021 hedge funds and large institutions have $55.6B invested in Autodesk in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 429 increasing their positions, 322 reducing their positions, and 82 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 322
27% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 82
1% more funds holding
Funds holding: 1,012 → 1,021 (+9)
0.46% more ownership
Funds ownership: 88.36% → 88.82% (+0.46%)
2% less capital invested
Capital invested by funds: $56.7B → $55.6B (-$1.08B)
19% less funds holding in top 10
Funds holding in top 10: 26 → 21 (-5)
30% less call options, than puts
Call options by funds: $821M | Put options by funds: $1.18B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$268M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$204M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$130M |
| 4 |
Amundi
Paris,
France
|
+$129M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Melvin Capital Management
New York
|
-$273M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$263M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$235M |
| 4 |
BlackRock
New York
|
-$198M |
| 5 |
D.E. Shaw & Co
New York
|
-$168M |
ADSK Hedge Fund Activity: Q3 2021 in Review
1,021 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q3 2021, worth a combined $55.6B — down 1.9% from $56.7B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new ADSK positions and 82 closed out — a net gain of 22 holders — while 429 added to existing stakes and 322 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $268M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $273M sold.
- 1,021 institutional investors held Autodesk (ADSK) as of Q3 2021, up from 1,012 in Q2 2021.
- Funds reported $55.6B of Autodesk stock for Q3 2021, down 1.9% quarter-over-quarter.
- 104 funds opened new Autodesk positions in Q3 2021 and 82 closed out, a net change of +22 holders.
- The largest Autodesk buyer in Q3 2021 was Polen Capital Management, an estimated $268M added.
- The largest Autodesk seller in Q3 2021 was Melvin Capital Management, an estimated $273M sold.
Based on aggregated 13F filings for Q3 2021.