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Autodesk

1,092 hedge funds and large institutions have $35.9B invested in Autodesk in 2022 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 382 increasing their positions, 392 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 76

5% more funds holding

Funds holding: 1,0391,092 (+53)

0.96% less ownership

Funds ownership: 90.02%89.06% (-0.96%)

1% less capital invested

Capital invested by funds: $36.3B → $35.9B (-$431M)

3% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 392

19% less call options, than puts

Call options by funds: $429M | Put options by funds: $528M

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
1,092
Holders Change
+53
Holders Change %
+5.1%
% of All Funds
17.55%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
153
Increased
382
Reduced
392
Closed
76
Calls
$429M
Puts
$528M
Net Calls
-$99.4M
Net Calls Change
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
851
Synergy Financial Group
California
$232K -$107K -532 -30%
LSA
852
Lion Street Advisors
Texas
$232K +$146K +729 New
MAM
853
Martingale Asset Management
Massachusetts
$232K +$249K +1,239 New
CFG
854
Cooper Financial Group
California
$230K -$11.4K -57 -4%
CWM
855
Connecticut Wealth Management
Connecticut
$230K +$30.1K +150 +14%
AAS
856
Ameritas Advisory Services
Nebraska
$229K -$54.6K -272 -18%
JIC
857
Johnson Investment Counsel
Ohio
$229K +$13.4K +67 +6%
EWA
858
EP Wealth Advisors
California
$229K +$245K +1,223 New
SFA
859
Semmax Financial Advisors
North Carolina
$228K +$228K +1,137 New
NS
860
Newman & Schimel
Illinois
$224K +$241K +1,200 New
OC
861
Oakworth Capital
Alabama
$224K +$7.42K +37 +3%
FWA
862
FSM Wealth Advisors
Ohio
$221K +$237K +1,181 New
OWM
863
OneAscent Wealth Management
Alabama
$218K +$234K +1,167 New
FWM
864
FFT Wealth Management
Pennsylvania
$218K
DWM
865
Drive Wealth Management
Utah
$217K -$147K -733 -39%
MGIA
866
Matthew Goff Investment Advisor
Texas
$214K
OWA
867
Opal Wealth Advisors
New York
$212K +$12K +60 +6%
SRG
868
SBB Research Group
Illinois
$212K +$227K +1,133 New
ZIG
869
Zullo Investment Group
Pennsylvania
$211K
PCM
870
Penserra Capital Management
California
$211K +$18.3K +91 +9%
NHC
871
Nicholas Hoffman & Company
Georgia
$210K +$8.03K +40 +4%
SLG
872
Stanley-Laman Group
Pennsylvania
$209K
GG
873
Gofen & Glossberg
Illinois
$209K -$53.4K -266 -19%
IFU
874
iSAM Funds (UK)
United Kingdom
$209K +$224K +1,116 New
HCMG
875
Howard Capital Management Group
California
$208K