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Autodesk

1,090 hedge funds and large institutions have $39.9B invested in Autodesk in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 430 increasing their positions, 396 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 90

11% more capital invested

Capital invested by funds: $35.9B → $39.9B (+$4.03B)

9% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 396

0.04% more ownership

Funds ownership: 89.06%89.1% (+0.04%)

0% less funds holding

Funds holding: 1,0921,090 (-2)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

41% less call options, than puts

Call options by funds: $310M | Put options by funds: $522M

Holders
1,090
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
17.37%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
111
Increased
430
Reduced
396
Closed
90
Calls
$310M
Puts
$522M
Net Calls
-$212M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
876
Badgley Phelps Wealth Managers
Washington
$215K +$212K +1,032 New
3IP
877
3Chopt Investment Partners
Virginia
$214K +$181K +881 +608%
EWA
878
EP Wealth Advisors
California
$213K -$41K -199 -16%
NIMI
879
Natixis Investment Managers International
France
$213K -$104K -505 -33%
OWM
880
OneAscent Wealth Management
Alabama
$212K -$30.5K -148 -13%
IAS
881
Insigneo Advisory Services
Florida
$212K +$210K +1,018 New
AC
882
AlphaCore Capital
California
$211K +$209K +1,015 New
MMPW
883
Mitchell McLeod Pugh & Williams
Alabama
$211K +$209K +1,015 New
FCP
884
Fidelis Capital Partners
Florida
$211K +$222K +1,080 New
HT
885
HighTower Trust
Texas
$210K +$223K +1,081 New
SP
886
Saranac Partners
$209K +$207K +1,005 New
CMI
887
Clare Market Investments
Texas
$209K +$206K +1,002 New
BHC
888
Bowen Hanes & Co
Florida
$208K +$206K +1,000 New
TWM
889
TriaGen Wealth Management
California
$208K +$206K +1,000 New
QIM
890
Quantitative Investment Management
Virginia
$206K +$204K +991 New
SFG
891
Synergy Financial Group
California
$206K -$52.3K -254 -20%
HW
892
Hancock Whitney
Mississippi
$205K +$203K +984 New
NAMP
893
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$204K -$398K -1,932 -66%
JLBC
894
J.L. Bainbridge & Co
Florida
$204K +$202K +980 New
BC
895
Brookfield Corp
Ontario, Canada
$204K +$201K +978 New
CAM
896
Cozad Asset Management
Illinois
$202K +$200K +970 New
PWMAG
897
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$200K +970 New
MA
898
Montag & Associates
Georgia
$201K
HWA
899
Heritage Wealth Advisors
Virginia
$200K -$15.6K -76 -7%
BTI
900
Blue Trust Inc
Georgia
$199K +$824 +4 +0.4%

ADSK Hedge Fund Activity: Q1 2023 in Review

1,090 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q1 2023, worth a combined $39.9B — up 11% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ADSK positions and 90 closed out — a net gain of 21 holders — while 430 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $304M. The largest seller was Fidelity Investments, cutting an estimated $469M.

  • 1,090 institutional investors held Autodesk (ADSK) as of Q1 2023, down from 1,092 in Q4 2022.
  • Funds reported $39.9B of Autodesk stock for Q1 2023, up 11% quarter-over-quarter.
  • 111 funds opened new Autodesk positions in Q1 2023 and 90 closed out, a net change of +21 holders.
  • The largest Autodesk buyer in Q1 2023 was T. Rowe Price Associates, an estimated $304M added.
  • The largest Autodesk seller in Q1 2023 was Fidelity Investments, an estimated $469M sold.

Based on aggregated 13F filings for Q1 2023.