Cadence Design Systems
CDNS
827 hedge funds and large institutions have $39.3B invested in Cadence Design Systems in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 318 increasing their positions, 303 reducing their positions, and 60 closing their positions.
72% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 60
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
12% more capital invested
Capital invested by funds: $35.1B → $39.3B (+$4.17B)
4% more funds holding
Funds holding: 796 → 827 (+31)
3.26% more ownership
Funds ownership: 84.5% → 87.77% (+3.3%)
5% more repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 303
56% less call options, than puts
Call options by funds: $154M | Put options by funds: $353M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$509M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$462M |
| 3 |
Amundi
Paris,
France
|
+$242M |
| 4 |
Man Group
London,
United Kingdom
|
+$206M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$595M |
| 2 |
BlackRock
New York
|
-$188M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$96M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$73.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$71.9M |
CDNS Hedge Fund Activity: Q3 2022 in Review
827 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cadence Design Systems (CDNS) for Q3 2022, worth a combined $39.3B — up 12% from $35.1B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new CDNS positions and 60 closed out — a net gain of 43 holders — while 318 added to existing stakes and 303 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $509M. The largest seller was Massachusetts Financial Services, cutting an estimated $595M.
- 827 institutional investors held Cadence Design Systems (CDNS) as of Q3 2022, up from 796 in Q2 2022.
- Funds reported $39.3B of Cadence Design Systems stock for Q3 2022, up 12% quarter-over-quarter.
- 103 funds opened new Cadence Design Systems positions in Q3 2022 and 60 closed out, a net change of +43 holders.
- The largest Cadence Design Systems buyer in Q3 2022 was Janus Henderson Group, an estimated $509M added.
- The largest Cadence Design Systems seller in Q3 2022 was Massachusetts Financial Services, an estimated $595M sold.
Based on aggregated 13F filings for Q3 2022.