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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
PB
1026
Pinnacle Bancorp
Nebraska
$38.5K
SOW
1027
State of Wyoming
Wyoming
$37.7K -$101K -468 -75%
SWM
1028
Sugarloaf Wealth Management
Georgia
$36.3K
AF
1029
Advisornet Financial
Minnesota
$34.6K +$12.3K +57 +67%
EWM
1030
Evermay Wealth Management
Virginia
$33.8K -$864 -4 -3%
FUBT
1031
First United Bank & Trust
Maryland
$33.8K +$30K +139 New
HIA
1032
Harbor Investment Advisory
Maryland
$33.4K
WT
1033
Washington Trust
Rhode Island
$32.6K -$2.38K -11 -8%
FMP
1034
Financial Management Professionals
Texas
$32K
PWMG
1035
Private Wealth Management Group
New Jersey
$31.2K +$27.6K +128 New
FFA
1036
First Foundation Advisors
California
$29.9K -$316K -1,464 -92%
MIM
1037
Macroview Investment Management
Maryland
$29.2K -$864 -4 -3%
RG
1038
Retirement Group
California
$29K
CAS
1039
Coppell Advisory Solutions
Texas
$29K +$25.7K +119 New
FWM
1040
Focused Wealth Management
New York
$28.2K
OIA
1041
Optimum Investment Advisors
Illinois
$28K -$10.8K -50 -30%
HI
1042
Harbour Investments
Wisconsin
$28K +$10.8K +50 +77%
RS
1043
Rakuten Securities
Japan
$28K +$24.8K +115 New
HWA
1044
HHM Wealth Advisors
Tennessee
$27.8K
CAC
1045
Core Alternative Capital
Georgia
$27K -$5.18K -24 -18%
LAM
1046
Lummis Asset Management
Texas
$27K +$24K +111 New
BL
1047
BFSG LLC
California
$26.5K +$23.5K +109 New
GAMC
1048
Garner Asset Management Corp
Texas
$26.1K +$21.6K +100 New
WPA
1049
West Paces Advisors
Georgia
$26.1K
VNA
1050
Valley National Advisers
Pennsylvania
$26K -$3.24K -15 -12%

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.