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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
VNA
976
Valley National Advisers
Pennsylvania
$25K
CWC
977
Carolinas Wealth Consulting
North Carolina
$24.6K -$9.2K -46 -28%
MIM
978
Macroview Investment Management
Maryland
$24.6K
CCA
979
Catalyst Capital Advisors
New York
$24.3K -$1.8K -9 -7%
RG
980
Retirement Group
California
$23.9K +$1.2K +6 +5%
FWM
981
Focused Wealth Management
New York
$23.7K
HWA
982
HHM Wealth Advisors
Tennessee
$23.3K -$2.2K -11 -9%
NFSG
983
Newbridge Financial Services Group
Florida
$22.7K -$7.8K -39 -26%
WPA
984
West Paces Advisors
Georgia
$21.9K
AF
985
Advisornet Financial
Minnesota
$20.9K -$10.8K -54 -35%
SC
986
Solstein Capital
California
$20.9K +$3K +15 +17%
BWP
987
Baldwin Wealth Partners
Massachusetts
$20.5K
GEA
988
Glen Eagle Advisors
New Jersey
$20.5K
IRAG
989
Investment Research & Advisory Group
Georgia
$19.8K
FCAG
990
First Capital Advisors Group
New Jersey
$19.4K +$19K +95 New
SWA
991
Sutton Wealth Advisors
Florida
$18.8K
CB
992
CNB Bank
Pennsylvania
$17.4K
RFG
993
RFP Financial Group
Georgia
$17K
JWA
994
JFS Wealth Advisors
Pennsylvania
$16.8K +$200 +1 +1%
GKIM
995
GW&K Investment Management
Massachusetts
$16K +$15K +75 +7,500%
HCP
996
Hexagon Capital Partners
Arkansas
$16K +$600 +3 +4%
BWA
997
BDO Wealth Advisors
Florida
$15.3K +$5K +25 +50%
SSG
998
Summit Securities Group
New York
$15K +$14.4K +72 +7,200%
SF
999
Safeguard Financial
Wisconsin
$15K +$15.2K +76 New
QL
1000
Quarry LP
New York
$14.7K +$11.2K +56 +350%

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.