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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
AIM
1001
Anchor Investment Management
South Carolina
$13.7K -$29.8K -149 -69%
BWM
1002
Baystate Wealth Management
Massachusetts
$13.7K
RTC
1003
Riverview Trust Company
Washington
$13.7K
CQS
1004
Credential Qtrade Securities
$13.5K -$3.4K -17 -20%
RA
1005
Rational Advisors
New York
$13.1K
SIC
1006
Salem Investment Counselors
North Carolina
$12.5K
VWM
1007
Valley Wealth Managers
New Jersey
$12.3K
PP
1008
Pacifica Partners
Canada
$12.2K
AWM
1009
AllSquare Wealth Management
New York
$12.1K
ECM
1010
Estabrook Capital Management
New York
$12.1K
VAG
1011
VisionPoint Advisory Group
Texas
$12.1K +$11.8K +59 New
BIA
1012
Bell Investment Advisors
California
$11.9K -$4.8K -24 -29%
CWA
1013
Clearview Wealth Advisors
Oregon
$11.9K +$9.6K +48 +480%
ATC
1014
Adirondack Trust Company
New York
$10.6K
HI
1015
Harbour Investments
Wisconsin
$10.4K +$1K +5 +11%
JWM
1016
Janiczek Wealth Management
Colorado
$10.2K
TCM
1017
Tradewinds Capital Management
Washington
$10.2K
WAM
1018
Worth Asset Management
Texas
$10.2K
BAAM
1019
Baker Avenue Asset Management
California
$9.82K -$1.4K -7 -13%
CCMI
1020
Creative Capital Management Investments
California
$9.82K
JMF
1021
Johnson Midwest Financial
Iowa
$9.82K
RA
1022
Rise Advisors
New York
$9.21K
ADL
1023
Asset Dedication LLC
California
$9K +$1.4K +7 +19%
CWP
1024
Concord Wealth Partners
Virginia
$8.59K
BAM
1025
Byrne Asset Management
New Jersey
$8K +$400 +2 +5%

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.