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Autodesk

677 hedge funds and large institutions have $26.7B invested in Autodesk in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 252 increasing their positions, 234 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 90

8% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 234

1% more funds holding

Funds holding: 671677 (+6)

0.64% more ownership

Funds ownership: 95.06%95.7% (+0.64%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

18% less capital invested

Capital invested by funds: $32.4B → $26.7B (-$5.72B)

21% less call options, than puts

Call options by funds: $422M | Put options by funds: $533M

Holders
677
Holders Change
+6
Holders Change %
+0.89%
% of All Funds
15.08%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.58%
New
100
Increased
252
Reduced
234
Closed
90
Calls
$422M
Puts
$533M
Net Calls
-$110M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B +$53.7M +397,849 +2%
BlackRock
2
BlackRock
New York
$2.23B +$18M +132,973 +0.8%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.36B -$66.6M -492,866 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.14B -$237M -1,754,805 -17%
State Street
5
State Street
Massachusetts
$1.05B -$10.9M -80,631 -1%
ClearBridge Investments
6
ClearBridge Investments
New York
$1.03B -$8.96M -66,372 -0.8%
Capital Research Global Investors
7
Capital Research Global Investors
California
$981M +$129M +956,875 +14%
Capital World Investors
8
Capital World Investors
California
$936M +$297M +2,196,255 +43%
Bank of America
9
Bank of America
North Carolina
$540M +$2.97M +21,985 +0.5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$522M +$85.7M +634,831 +19%
LPC
11
Lone Pine Capital
Connecticut
$493M +$518M +3,836,207 New
JSP
12
Jackson Square Partners
California
$406M +$517K +3,830 +0.1%
Invesco
13
Invesco
Georgia
$405M +$68.3M +505,532 +19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$368M +$29M +214,397 +8%
Brown Advisory
15
Brown Advisory
Maryland
$357M +$24.6M +182,278 +7%
SGA
16
Sustainable Growth Advisers
Connecticut
$349M +$7.99M +59,175 +2%
Northern Trust
17
Northern Trust
Illinois
$334M +$12.9M +95,385 +4%
Franklin Resources
18
Franklin Resources
California
$331M +$1.41M +10,462 +0.4%
Norges Bank
19
Norges Bank
Norway
$303M +$52M +384,888 +20%
Principal Financial Group
20
Principal Financial Group
Iowa
$296M -$105M -778,778 -25%
Morgan Stanley
21
Morgan Stanley
New York
$259M +$23M +170,255 +9%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$241M +$95.2M +704,763 +60%
Goldman Sachs
23
Goldman Sachs
New York
$239M +$20.4M +150,951 +9%
DCP
24
Darsana Capital Partners
New York
$235M -$47.3M -350,000 -16%
ECU
25
Egerton Capital (UK)
United Kingdom
$220M +$231M +1,709,679 New

ADSK Hedge Fund Activity: Q4 2018 in Review

677 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q4 2018, worth a combined $26.7B — down 18% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ADSK positions and 90 closed out — a net gain of 10 holders — while 252 added to existing stakes and 234 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $518M. The largest seller was Fidelity Investments, cutting an estimated $237M.

  • 677 institutional investors held Autodesk (ADSK) as of Q4 2018, up from 671 in Q3 2018.
  • Funds reported $26.7B of Autodesk stock for Q4 2018, down 18% quarter-over-quarter.
  • 100 funds opened new Autodesk positions in Q4 2018 and 90 closed out, a net change of +10 holders.
  • The largest Autodesk buyer in Q4 2018 was Lone Pine Capital, an estimated $518M added.
  • The largest Autodesk seller in Q4 2018 was Fidelity Investments, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2018.