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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
CQS
1001
Credential Qtrade Securities
$17.3K +$17.1K +83 New
BIA
1002
Bell Investment Advisors
California
$17.1K +$4.53K +22 +37%
JWA
1003
JFS Wealth Advisors
Pennsylvania
$16.9K -$824 -4 -5%
HCP
1004
Hexagon Capital Partners
Arkansas
$15.6K -$3.09K -15 -17%
ST
1005
Sageworth Trust
Pennsylvania
$15.6K +$15.4K +75 New
CBT
1006
CoreFirst Bank & Trust
Kansas
$15.2K
TFA
1007
Toth Financial Advisory
Virginia
$15.2K +$1.85K +9 +14%
FA
1008
Fortis Advisors
Pennsylvania
$14.4K
RTC
1009
Riverview Trust Company
Washington
$13.9K
BWM
1010
Baystate Wealth Management
Massachusetts
$13.9K +$6.59K +32 +91%
RA
1011
Rational Advisors
New York
$13.3K
AWM
1012
AllSquare Wealth Management
New York
$12.9K
AP
1013
Arlington Partners
Alabama
$12.7K -$2.88K -14 -19%
SIC
1014
Salem Investment Counselors
North Carolina
$12.7K +$7.41K +36 +144%
SFCL
1015
Strengthening Families & Communities LLC
Massachusetts
$12.7K +$35.8K +174 +5%
VWM
1016
Valley Wealth Managers
New Jersey
$12.5K
ECM
1017
Estabrook Capital Management
New York
$12.3K
PP
1018
Pacifica Partners
Canada
$11.8K +$12.4K +60 New
BAAM
1019
Baker Avenue Asset Management
California
$11.4K -$12.8K -62 -53%
TWD
1020
True Wealth Design
Ohio
$11K
PFA
1021
Pathway Financial Advisers
Indiana
$10.8K
BWL
1022
Bogart Wealth LLC
Virginia
$10.8K +$3.91K +19 +58%
ATC
1023
Adirondack Trust Company
New York
$10.4K
BWA
1024
BDO Wealth Advisors
Florida
$10.4K
TCM
1025
Tradewinds Capital Management
Washington
$10.4K

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.