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Cadence Design Systems

1,028 hedge funds and large institutions have $54.9B invested in Cadence Design Systems in 2023 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 375 increasing their positions, 383 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 70

42% more funds holding in top 10

Funds holding in top 10: 2434 (+10)

11% more capital invested

Capital invested by funds: $49.6B → $54.9B (+$5.24B)

8% more funds holding

Funds holding: 9551,028 (+73)

0.25% less ownership

Funds ownership: 86.14%85.9% (-0.25%)

2% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 383

22% less call options, than puts

Call options by funds: $353M | Put options by funds: $452M

Holders
1,028
Holders Change
+73
Holders Change %
+7.64%
% of All Funds
16.14%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.53%
New
148
Increased
375
Reduced
383
Closed
70
Calls
$353M
Puts
$452M
Net Calls
-$98.4M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
776
Independent Financial Group
California
$326K +$302K +1,389 New
PCS
777
Personal CFO Solutions
New Jersey
$325K -$34.4K -158 -10%
AWM
778
Accurate Wealth Management
Florida
$325K +$56.6K +260 +24%
MA
779
MJP Associates
Connecticut
$323K +$38.3K +176 +15%
PP
780
PDS Planning
Ohio
$319K +$29.2K +134 +11%
FCBT
781
First Citizens Bank & Trust
North Carolina
$319K +$19.2K +88 +7%
AAS
782
Annex Advisory Services
Wisconsin
$317K
GL
783
Graypoint LLC
New York
$316K +$33.7K +155 +13%
CIA
784
Capital Investment Advisors
Georgia
$316K +$43.5K +200 +17%
CAMG
785
CWA Asset Management Group
Florida
$314K +$78.3K +360 +37%
RB
786
Renasant Bank
Mississippi
$314K -$39.2K -180 -12%
WI
787
Wintrust Investments
Illinois
$313K +$10.9K +50 +4%
CWM
788
Congress Wealth Management
Massachusetts
$312K +$290K +1,331 New
TIA
789
Tiemann Investment Advisors
California
$312K -$5.44K -25 -2%
BTWM
790
Baker Tilly Wealth Management
Wisconsin
$311K +$3.48K +16 +1%
VFA
791
Valeo Financial Advisors
Indiana
$309K +$5.01K +23 +2%
AWA
792
Aaron Wealth Advisors
Illinois
$308K +$2.39K +11 +0.8%
LFA
793
Legacy Financial Advisors
Kentucky
$308K +$14.8K +68 +5%
IWC
794
Integrated Wealth Concepts
Massachusetts
$307K +$284K +1,307 New
GCM
795
Gallacher Capital Management
Colorado
$304K -$28.9K -133 -9%
PWPS
796
Pinnacle Wealth Planning Services
Ohio
$291K
PCP
797
Proficio Capital Partners
Massachusetts
$291K +$1.96K +9 +0.7%
T
798
TOBAM
France
$289K
HWAM
799
Hennion & Walsh Asset Management
New Jersey
$286K +$265K +1,218 New
KIA
800
KLR Investment Advisors
Rhode Island
$285K -$19.6K -90 -7%

CDNS Hedge Fund Activity: Q2 2023 in Review

1,028 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cadence Design Systems (CDNS) for Q2 2023, worth a combined $54.9B — up 11% from $49.6B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CDNS positions and 70 closed out — a net gain of 78 holders — while 375 added to existing stakes and 383 trimmed.

The largest buyer was Jennison Associates, adding an estimated $356M. The largest seller was Vanguard Group, cutting an estimated $895M.

  • 1,028 institutional investors held Cadence Design Systems (CDNS) as of Q2 2023, up from 955 in Q1 2023.
  • Funds reported $54.9B of Cadence Design Systems stock for Q2 2023, up 11% quarter-over-quarter.
  • 148 funds opened new Cadence Design Systems positions in Q2 2023 and 70 closed out, a net change of +78 holders.
  • The largest Cadence Design Systems buyer in Q2 2023 was Jennison Associates, an estimated $356M added.
  • The largest Cadence Design Systems seller in Q2 2023 was Vanguard Group, an estimated $895M sold.

Based on aggregated 13F filings for Q2 2023.