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Autodesk

1,080 hedge funds and large institutions have $39B invested in Autodesk in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 419 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 89.1%89.13% (+0.02%)

1% less funds holding

Funds holding: 1,0901,080 (-10)

2% less capital invested

Capital invested by funds: $39.9B → $39B (-$916M)

4% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 419

4% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 90

23% less call options, than puts

Call options by funds: $385M | Put options by funds: $501M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
1,080
Holders Change
-10
Holders Change %
-0.92%
% of All Funds
16.96%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
86
Increased
402
Reduced
419
Closed
90
Calls
$385M
Puts
$501M
Net Calls
-$116M
Net Calls Change
+$96.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
876
Mitchell McLeod Pugh & Williams
Alabama
$208K
JIC
877
Johnson Investment Counsel
Ohio
$207K -$44.4K -222 -18%
FNBOMD
878
First National Bank of Mount Dora
Florida
$206K -$133K -663 -40%
MA
879
MJP Associates
Connecticut
$206K +$202K +1,008 New
FIM
880
Freedom Investment Management
Connecticut
$206K +$201K +1,005 New
SWS
881
SYSTM Wealth Solutions
Illinois
$206K -$34.4K -172 -15%
SP
882
Saranac Partners
$206K
GT
883
Glenview Trust
Kentucky
$205K +$201K +1,004 New
WEG
884
World Equity Group
Illinois
$205K -$580K -2,903 -74%
BHC
885
Bowen Hanes & Co
Florida
$205K
TWM
886
TriaGen Wealth Management
California
$205K
BWP
887
BSW Wealth Partners
Colorado
$204K -$668K -3,342 -77%
RFG
888
Range Financial Group
Oregon
$203K +$198K +990 New
SFG
889
Synergy Financial Group
California
$202K
JLBC
890
J.L. Bainbridge & Co
Florida
$201K
Capstone Investment Advisors
891
Capstone Investment Advisors
New York
$199K +$147K +734 +305%
VC
892
Vestor Capital
Illinois
$199K +$88.2K +441 +83%
MA
893
Montag & Associates
Georgia
$197K
HWA
894
Heritage Wealth Advisors
Virginia
$196K
BTI
895
Blue Trust Inc
Georgia
$196K -$25K -125 -12%
BC
896
Bartlett & Co
Ohio
$192K
BCWM
897
Bartlett & Co Wealth Management
Ohio
$192K
NIMI
898
Natixis Investment Managers International
France
$182K -$26.2K -131 -13%
DF
899
Dunhill Financial
United Kingdom
$182K +$180K +899 New
MAM
900
Magellan Asset Management
Australia
$175K +$17.2K +86 +11%

ADSK Hedge Fund Activity: Q2 2023 in Review

1,080 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q2 2023, worth a combined $39B — down 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of ADSK and 86 opened new positions — a net loss of 4 holders — while 419 trimmed existing stakes and 402 added.

The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Polen Capital Management, cutting an estimated $477M.

  • 1,080 institutional investors held Autodesk (ADSK) as of Q2 2023, down from 1,090 in Q1 2023.
  • Funds reported $39B of Autodesk stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 86 funds opened new Autodesk positions in Q2 2023 and 90 closed out, a net change of -4 holders.
  • The largest Autodesk buyer in Q2 2023 was BlackRock, an estimated $198M added.
  • The largest Autodesk seller in Q2 2023 was Polen Capital Management, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2023.