We are live on ! Find out more
CDNS icon

Cadence Design Systems

1,182 hedge funds and large institutions have $64.6B invested in Cadence Design Systems in 2023 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 417 increasing their positions, 411 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 65

18% more capital invested

Capital invested by funds: $54.8B → $64.6B (+$9.72B)

14% more funds holding

Funds holding: 1,0371,182 (+145)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

1.49% more ownership

Funds ownership: 85.68%87.17% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 411

37% less call options, than puts

Call options by funds: $397M | Put options by funds: $632M

Holders
1,182
Holders Change
+145
Holders Change %
+13.98%
% of All Funds
17.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
226
Increased
417
Reduced
411
Closed
65
Calls
$397M
Puts
$632M
Net Calls
-$235M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
751
Trifecta Capital Advisors
Illinois
$591K
AI
752
Accredited Investors
Minnesota
$584K +$773 +3 +0.1%
JCM
753
Janney Capital Management
Pennsylvania
$578K +$547K +2,121 New
HFS
754
Hantz Financial Services
Michigan
$576K +$30.9K +120 +6%
FCH
755
Freestone Capital Holdings
Washington
$574K +$4.38K +17 +0.8%
OIA
756
OneDigital Investment Advisors
Kansas
$573K +$250K +969 +85%
LA
757
LM Advisors
California
$568K +$537K +2,085 New
ST
758
Smithfield Trust
Pennsylvania
$559K -$9.02K -35 -2%
LC
759
Lindbrook Capital
California
$558K +$52.8K +205 +11%
AAS
760
Avantax Advisory Services
Texas
$558K +$149K +577 +39%
UB
761
UMB Bank
Missouri
$556K -$79.9K -310 -13%
RWP
762
RWA Wealth Partners
Massachusetts
$548K +$519K +2,013 New
ERWM
763
Elk River Wealth Management
Colorado
$545K
SEEDPG
764
S.E.E.D. Planning Group
New York
$543K
MM
765
MQS Management
New York
$540K -$247K -957 -33%
PJSIMP
766
P.J. Schmidt Investment Management (PJS)
Wisconsin
$540K +$56.9K +221 +14%
BFM
767
Boothbay Fund Management
New York
$539K +$66.7K +259 +15%
RA
768
RFG Advisory
Alabama
$535K +$23.4K +91 +5%
BP
769
Ballentine Partners
Massachusetts
$533K +$80.9K +314 +19%
AFT
770
Alpha Family Trust
California
$530K
CCA
771
Checchi Capital Advisers
California
$528K -$58K -225 -10%
CWM
772
Circle Wealth Management
New Jersey
$525K +$9.53K +37 +2%
WB
773
WesBanco Bank
West Virginia
$522K -$30.9K -120 -6%
VFA
774
Valeo Financial Advisors
Indiana
$520K +$55.9K +217 +13%
CWP
775
Concord Wealth Partners
Virginia
$520K +$233K +903 +90%

CDNS Hedge Fund Activity: Q4 2023 in Review

1,182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cadence Design Systems (CDNS) for Q4 2023, worth a combined $64.6B — up 18% from $54.8B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new CDNS positions and 65 closed out — a net gain of 161 holders — while 417 added to existing stakes and 411 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $992M. The largest seller was Viking Global Investors, cutting an estimated $367M.

  • 1,182 institutional investors held Cadence Design Systems (CDNS) as of Q4 2023, up from 1,037 in Q3 2023.
  • Funds reported $64.6B of Cadence Design Systems stock for Q4 2023, up 18% quarter-over-quarter.
  • 226 funds opened new Cadence Design Systems positions in Q4 2023 and 65 closed out, a net change of +161 holders.
  • The largest Cadence Design Systems buyer in Q4 2023 was Morgan Stanley, an estimated $992M added.
  • The largest Cadence Design Systems seller in Q4 2023 was Viking Global Investors, an estimated $367M sold.

Based on aggregated 13F filings for Q4 2023.