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Autodesk

1,075 hedge funds and large institutions have $39.1B invested in Autodesk in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 379 increasing their positions, 422 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

0% more capital invested

Capital invested by funds: $39B → $39.1B (+$67.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 1,0801,075 (-5)

1.28% less ownership

Funds ownership: 89.13%87.85% (-1.3%)

10% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 422

20% less call options, than puts

Call options by funds: $479M | Put options by funds: $602M

Holders
1,075
Holders Change
-5
Holders Change %
-0.46%
% of All Funds
17.06%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
379
Reduced
422
Closed
85
Calls
$479M
Puts
$602M
Net Calls
-$123M
Net Calls Change
-$7.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
851
Crestmont Private Wealth
Texas
$227K -$49K -233 -18%
FF
852
Fluent Financial
Texas
$226K +$229K +1,090 New
EPP
853
ETF Portfolio Partners
Kansas
$226K
VFA
854
Valeo Financial Advisors
Indiana
$224K +$228K +1,084 New
KWA
855
Kingswood Wealth Advisors
California
$222K -$98.5K -469 -30%
BL
856
Balentine LLC
Georgia
$222K +$225K +1,072 New
NP
857
NorthRock Partners
Minnesota
$222K +$225K +1,072 New
FIB
858
First Interstate Bank
Montana
$220K -$4.2K -20 -2%
I
859
IMPACTfolio
Colorado
$220K +$9.46K +45 +4%
EWM
860
Evercore Wealth Management
New York
$219K
OP
861
ORG Partners
Indiana
$218K +$6.09K +29 +3%
EWA
862
EP Wealth Advisors
California
$217K -$2.82M -13,400 -93%
BJL
863
Brighton Jones LLC
Washington
$216K +$219K +1,043 New
SFG
864
Synergy Financial Group
California
$214K +$9.04K +43 +4%
IAN
865
Integrated Advisors Network
Texas
$212K -$2.94K -14 -1%
GT
866
Glenview Trust
Kentucky
$212K +$4.62K +22 +2%
DS
867
DRW Securities
Illinois
$212K -$92.7K -441 -30%
MMPW
868
Mitchell McLeod Pugh & Williams
Alabama
$210K
HAG
869
HF Advisory Group
Maryland
$209K +$208K +988 New
WCM
870
Wallace Capital Management
Texas
$207K -$336K -1,600 -62%
NL
871
NWAM LLC
Washington
$207K -$3.57K -17 -2%
SP
872
Saranac Partners
$207K -$1.05K -5 -0.5%
BHC
873
Bowen Hanes & Co
Florida
$207K
TWM
874
TriaGen Wealth Management
California
$207K
CAS
875
CTC Alternative Strategies
Illinois
$207K +$210K +1,000 New