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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
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$335K -$4.64K -18 -1%
KIA
877
KLR Investment Advisors
Rhode Island
$334K -$20.1K -78 -6%
OCM
878
Objective Capital Management
Ohio
$333K +$48.7K +189 +18%
CMS
879
Capital Market Strategies
Florida
$332K +$29.1K +113 +10%
IFG
880
Independent Financial Group
California
$327K -$7.73K -30 -2%
BOPW
881
Brandywine Oak Private Wealth
Pennsylvania
$327K
OGC
882
Oak Grove Capital
New Hampshire
$327K +$77.3K +300 +33%
VCG
883
Vantage Consulting Group
Virginia
$327K -$46.9K -182 -13%
ICG
884
InterOcean Capital Group
Tennessee
$326K +$37.4K +145 +14%
WA
885
Wealth Architects
California
$325K -$1.29K -5 -0.4%
TFS
886
Thoroughbred Financial Services
Tennessee
$324K
AWA
887
Aaron Wealth Advisors
Illinois
$321K +$13.4K +52 +5%
KMWM
888
Keudell/Morrison Wealth Management
Oregon
$321K +$304K +1,178 New
1WM
889
1900 Wealth Management
Texas
$319K
OPCM
890
Osborne Partners Capital Management
California
$317K
EA
891
Everpar Advisors
Oklahoma
$317K +$300K +1,164 New
MW
892
Marcum Wealth
Ohio
$316K +$20.4K +79 +7%
MSWM
893
McGlone Suttner Wealth Management
Wisconsin
$314K +$15.2K +59 +5%
OFS
894
OneAscent Financial Services
Alabama
$313K +$296K +1,150 New
VC
895
Veracity Capital
Georgia
$306K +$290K +1,124 New
HAS
896
HBW Advisory Services
California
$305K +$289K +1,121 New
KIG
897
Kowal Investment Group
Wisconsin
$305K +$41.2K +160 +17%
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
$302K
HNB
899
Huntington National Bank
Ohio
$300K +$25K +97 +10%
DWM
900
Dorchester Wealth Management
Quebec, Canada
$300K +$283K +1,100 New

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.