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Autodesk

448 hedge funds and large institutions have $10.6B invested in Autodesk in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 171 increasing their positions, 163 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $236M | Put options by funds: $209M

5% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 163

4% less funds holding

Funds holding: 465448 (-17)

13% less capital invested

Capital invested by funds: $12.2B → $10.6B (-$1.58B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

Holders
448
Holders Change
-17
Holders Change %
-3.66%
% of All Funds
12.07%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
38
Increased
171
Reduced
163
Closed
50
Calls
$236M
Puts
$209M
Net Calls
+$27.2M
Net Calls Change
-$87.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$924M +$27.3M +477,133 +3%
ClearBridge Investments
2
ClearBridge Investments
New York
$770M +$5.08M +88,863 +0.6%
Capital World Investors
3
Capital World Investors
California
$582M +$46.3M +810,808 +7%
SCP
4
Soroban Capital Partners
New York
$518M -$8.09M -141,450 -1%
State Street
5
State Street
Massachusetts
$429M -$21.7M -379,974 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$398M +$141M +2,467,946 +45%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$333M +$56.2M +982,876 +17%
LPC
8
Lone Pine Capital
Connecticut
$308M -$111M -1,945,038 -24%
Artisan Partners
9
Artisan Partners
Wisconsin
$292M -$13.9M -243,798 -4%
BIT
10
BlackRock Institutional Trust
California
$291M -$7.18M -125,526 -2%
Invesco
11
Invesco
Georgia
$237M +$75.5M +1,320,402 +39%
Capital Research Global Investors
12
Capital Research Global Investors
California
$227M -$107M -1,875,000 -29%
EC
13
Eminence Capital
New York
$208M +$53.8M +940,357 +29%
BFA
14
BlackRock Fund Advisors
California
$203M +$2.53M +44,304 +1%
WRF
15
Waddell & Reed Financial
Kansas
$201M +$11.4M +198,940 +5%
Citadel Advisors
16
Citadel Advisors
Florida
$172M +$66.3M +1,159,574 +51%
TCIM
17
TIAA CREF Investment Management
New York
$161M -$61.6M -1,078,296 -25%
Northern Trust
18
Northern Trust
Illinois
$155M +$991K +17,344 +0.6%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$150M +$58.8M +1,029,066 +53%
Ameriprise
20
Ameriprise
Minnesota
$130M +$6.66M +116,444 +5%
VM
21
Valinor Management
New York
$124M +$49.9M +873,100 +54%
American Century Companies
22
American Century Companies
Missouri
$124M +$1.55M +27,140 +1%
MAA
23
Managed Account Advisors
New Jersey
$124M +$9.34M +163,370 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$100M -$6.65M -116,364 -5%
DGI
25
Disciplined Growth Investors
Minnesota
$97.2M +$523K +9,150 +0.5%

ADSK Hedge Fund Activity: Q2 2015 in Review

448 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q2 2015, worth a combined $10.6B — down 13% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of ADSK and 38 opened new positions — a net loss of 12 holders — while 163 trimmed existing stakes and 171 added.

The largest buyer was Fidelity Investments, adding an estimated $141M. The largest seller was Lone Pine Capital, cutting an estimated $111M.

  • 448 institutional investors held Autodesk (ADSK) as of Q2 2015, down from 465 in Q1 2015.
  • Funds reported $10.6B of Autodesk stock for Q2 2015, down 13% quarter-over-quarter.
  • 38 funds opened new Autodesk positions in Q2 2015 and 50 closed out, a net change of -12 holders.
  • The largest Autodesk buyer in Q2 2015 was Fidelity Investments, an estimated $141M added.
  • The largest Autodesk seller in Q2 2015 was Lone Pine Capital, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2015.