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Autodesk

1,161 hedge funds and large institutions have $47.7B invested in Autodesk in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 85

22% more capital invested

Capital invested by funds: $39.1B → $47.7B (+$8.59B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 1,0751,161 (+86)

3.65% more ownership

Funds ownership: 87.85%91.5% (+3.6%)

1% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 406

3% less call options, than puts

Call options by funds: $679M | Put options by funds: $697M

Holders
1,161
Holders Change
+86
Holders Change %
+8%
% of All Funds
16.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
187
Increased
409
Reduced
406
Closed
85
Calls
$679M
Puts
$697M
Net Calls
-$18.1M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
901
Buckingham Strategic Wealth
Missouri
$239K +$2.38K +11 +1%
JLBC
902
J.L. Bainbridge & Co
Florida
$239K
TFIPS
903
Towarzystwo Funduszy Inwestycyjnych PZU SA
$239K +$212K +980 New
NL
904
NWAM LLC
Washington
$238K -$4.75K -22 -2%
PFGIA
905
Patriot Financial Group Insurance Agency
Massachusetts
$238K +$211K +977 New
BIA
906
Bigelow Investment Advisors
Maine
$237K +$211K +975 New
MWM
907
Moran Wealth Management
Florida
$237K +$210K +974 New
CAM
908
Cozad Asset Management
Illinois
$236K
GCM
909
Greenland Capital Management
New York
$236K +$209K +970 New
HWA
910
Heritage Wealth Advisors
Virginia
$234K
PWMAG
911
Pinnacle Wealth Management Advisory Group
New Jersey
$232K +$206K +952 New
BCWM
912
Bartlett & Co Wealth Management
Ohio
$229K
BC
913
Bartlett & Co
Ohio
$229K
BHCM
914
Brevan Howard Capital Management
Jersey
$229K -$138K -638 -40%
FF
915
Fluent Financial
Texas
$229K -$32.4K -150 -14%
IAIM
916
International Assets Investment Management
Florida
$227K -$1.15M -5,315 -85%
FPW
917
Flagship Private Wealth
Massachusetts
$224K +$199K +920 New
JIC
918
Johnson Investment Counsel
Ohio
$224K +$199K +920 New
NHC
919
Nicholas Hoffman & Company
Georgia
$224K +$198K +919 New
DF
920
Dunhill Financial
United Kingdom
$223K +$1.94K +9 +1%
FFM
921
Forum Financial Management
Illinois
$222K +$197K +912 New
RCA
922
Ranch Capital Advisors
Florida
$222K +$197K +910 New
ACA
923
Aptus Capital Advisors
Alabama
$220K +$195K +904 New
Focus Partners Wealth
924
Focus Partners Wealth
Massachusetts
$220K +$195K +902 New
EFS
925
Essex Financial Services
Connecticut
$220K +$195K +902 New

ADSK Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q4 2023, worth a combined $47.7B — up 22% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new ADSK positions and 85 closed out — a net gain of 102 holders — while 409 added to existing stakes and 406 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $523M. The largest seller was AllianceBernstein, cutting an estimated $166M.

  • 1,161 institutional investors held Autodesk (ADSK) as of Q4 2023, up from 1,075 in Q3 2023.
  • Funds reported $47.7B of Autodesk stock for Q4 2023, up 22% quarter-over-quarter.
  • 187 funds opened new Autodesk positions in Q4 2023 and 85 closed out, a net change of +102 holders.
  • The largest Autodesk buyer in Q4 2023 was Morgan Stanley, an estimated $523M added.
  • The largest Autodesk seller in Q4 2023 was AllianceBernstein, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2023.