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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
JWA
1076
JFS Wealth Advisors
Pennsylvania
$22.9K +$4.12K +16 +24%
AF
1077
Advisornet Financial
Minnesota
$22.6K +$1.8K +7 +9%
ADL
1078
Asset Dedication LLC
California
$22K
CG
1079
Cutler Group
California
$22K
CH
1080
Canton Hathaway
Rhode Island
$22K +$20.6K +80 New
MAM
1081
Magellan Asset Management
Australia
$21.8K
CCM
1082
Chilton Capital Management
Texas
$21.2K +$7.21K +28 +56%
AEPWM
1083
Atlantic Edge Private Wealth Management
Florida
$20.4K +$19.3K +75 New
VAG
1084
VisionPoint Advisory Group
Texas
$20.2K -$9.28K -36 -33%
APC
1085
Aspire Private Capital
North Carolina
$19.3K
NFA
1086
Northwest Financial Advisors
Virginia
$18.8K +$17.8K +69 New
HIA
1087
Harbor Investment Advisory
Maryland
$18.5K +$3.61K +14 +26%
TWD
1088
True Wealth Design
Ohio
$18.2K
HGA
1089
Hobbs Group Advisors
South Carolina
$18.2K +$17.3K +67 New
AAP
1090
Arax Advisory Partners
Colorado
$16.1K -$1.03K -4 -6%
LIWM
1091
Long Island Wealth Management
New York
$16K +$15.2K +59 New
AWM
1092
Abound Wealth Management
Tennessee
$15.7K +$515 +2 +4%
PCMC
1093
Planning Capital Management Corporation
Pennsylvania
$15.5K +$14.7K +57 New
PFA
1094
Pathway Financial Advisers
Indiana
$15.3K -$7.73K -30 -35%
VCM
1095
Versant Capital Management
Arizona
$14.7K
CPG
1096
Cornerstone Planning Group
New Jersey
$14.4K
CWC
1097
Carolinas Wealth Consulting
North Carolina
$13.6K
MSFP
1098
Mark Sheptoff Financial Planning
Connecticut
$13.6K
NMG
1099
New Millennium Group
Utah
$13.6K -$2.6M -10,083 -100%
CTC
1100
Cetera Trust Company
Minnesota
$13.1K +$12.4K +48 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.