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Autodesk

1,021 hedge funds and large institutions have $55.6B invested in Autodesk in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 429 increasing their positions, 322 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 322

27% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 82

1% more funds holding

Funds holding: 1,0121,021 (+9)

0.46% more ownership

Funds ownership: 88.36%88.82% (+0.46%)

2% less capital invested

Capital invested by funds: $56.7B → $55.6B (-$1.08B)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

30% less call options, than puts

Call options by funds: $821M | Put options by funds: $1.18B

Holders
1,021
Holders Change
+9
Holders Change %
+0.89%
% of All Funds
17.87%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.37%
New
104
Increased
429
Reduced
322
Closed
82
Calls
$821M
Puts
$1.18B
Net Calls
-$354M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BMD
976
Better Money Decisions
New Mexico
$8K
CA
977
Clearstead Advisors
Ohio
$8K
FCA
978
FinTrust Capital Advisors
South Carolina
$8K
SIC
979
Salem Investment Counselors
North Carolina
$8K
CI Investments Inc
980
CI Investments Inc
Ontario, Canada
$8K +$8.26K +27 New
FMP
981
Financial Management Professionals
Texas
$7K
FFC
982
First Financial Corp
Indiana
$7K
JWA
983
JFS Wealth Advisors
Pennsylvania
$7K
MGIM
984
M&G Investment Management
United Kingdom
$6K -$9.43M -30,802 -59%
TAIM
985
TD Ameritrade Investment Management
Nebraska
$5K -$5.2K -17 -44%
BWP
986
Baldwin Wealth Partners
Massachusetts
$5K -$3.06K -10 -37%
NFSG
987
Newbridge Financial Services Group
Florida
$5K -$2.75K -9 -33%
PFGIA
988
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$306 -1 -6%
PWMG
989
Prestige Wealth Management Group
New Jersey
$5K +$918 +3 +20%
BWM
990
Baystate Wealth Management
Massachusetts
$5K +$4.9K +16 New
SC
991
SouthState Corp
Florida
$5K +$4.9K +16 New
HFM
992
Hartford Financial Management
Connecticut
$5K +$5.2K +17 New
HF
993
Halpern Financial
Virginia
$4.85K
MFT
994
Moisand Fitzgerald Tamayo
Florida
$4K
VNA
995
Valley National Advisers
Pennsylvania
$4K
WAS
996
Winch Advisory Services
Wisconsin
$4K
MA
997
MCF Advisors
Kentucky
$4K +$4.29K +14 New
BA
998
Bellwether Advisors
Nebraska
$4K +$4.59K +15 New
GFPC
999
Global Financial Private Client
Florida
$3.41K
HWM
1000
HighMark Wealth Management
Minnesota
$3K -$1.22K -4 -25%

ADSK Hedge Fund Activity: Q3 2021 in Review

1,021 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q3 2021, worth a combined $55.6B — down 1.9% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ADSK positions and 82 closed out — a net gain of 22 holders — while 429 added to existing stakes and 322 trimmed.

The largest buyer was Polen Capital Management, adding an estimated $268M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $273M sold.

  • 1,021 institutional investors held Autodesk (ADSK) as of Q3 2021, up from 1,012 in Q2 2021.
  • Funds reported $55.6B of Autodesk stock for Q3 2021, down 1.9% quarter-over-quarter.
  • 104 funds opened new Autodesk positions in Q3 2021 and 82 closed out, a net change of +22 holders.
  • The largest Autodesk buyer in Q3 2021 was Polen Capital Management, an estimated $268M added.
  • The largest Autodesk seller in Q3 2021 was Melvin Capital Management, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2021.