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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
AWM
1076
AllSquare Wealth Management
New York
$15.1K
SIC
1077
Salem Investment Counselors
North Carolina
$14.9K
VWM
1078
Valley Wealth Managers
New Jersey
$14.6K
ECM
1079
Estabrook Capital Management
New York
$14.4K
PP
1080
Pacifica Partners
Canada
$13.2K
ATC
1081
Adirondack Trust Company
New York
$12.9K
TCM
1082
Tradewinds Capital Management
Washington
$12.2K
CCA
1083
Criterion Capital Advisors
Tennessee
$12.2K +$10.8K +50 New
CCMI
1084
Creative Capital Management Investments
California
$11.7K
AWM
1085
Abound Wealth Management
Tennessee
$11K +$216 +1 +2%
RA
1086
Rise Advisors
New York
$11K
FBC
1087
Fairfield, Bush & Co
Connecticut
$11K +$9.72K +45 New
RIM
1088
Rockbridge Investment Management
New York
$10.7K +$9.5K +44 New
AWM
1089
Able Wealth Management
New Jersey
$10.5K +$9.29K +43 New
AFWM
1090
Abich Financial Wealth Management
Virginia
$10.2K +$9.07K +42 New
BAM
1091
Byrne Asset Management
New Jersey
$10.1K +$8.85K +41 New
SIC
1092
SJS Investment Consulting
Ohio
$9.5K +$432 +2 +5%
BWL
1093
Bogart Wealth LLC
Virginia
$9.5K
RCM
1094
Raleigh Capital Management
North Carolina
$9.49K +$3.89K +18 +86%
PWMG
1095
Prestige Wealth Management Group
New Jersey
$9.01K
EBA
1096
Eagle Bay Advisors
New York
$8.52K -$108K -501 -93%
BWM
1097
Baystate Wealth Management
Massachusetts
$8.52K
CB
1098
CNB Bank
Pennsylvania
$8.52K
SWM
1099
Sanctuary Wealth Management
Idaho
$8.52K
RFG
1100
RFP Financial Group
Georgia
$8.04K -$10.8K -50 -60%

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.