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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
RFG
1101
RFP Financial Group
Georgia
$12.5K +$11.9K +46 New
AT
1102
Arlington Trust
Alabama
$12.3K +$11.6K +45 New
DAC
1103
Dividend Assets Capital
South Carolina
$12K
RFG
1104
REAP Financial Group
Texas
$11.5K +$10.8K +42 New
NRG
1105
Nemes Rush Group
Michigan
$10.9K
MCM
1106
Manchester Capital Management
Vermont
$10.1K +$7.73K +30 +429%
TWM
1107
Tradition Wealth Management
Minnesota
$10K
PWMG
1108
Private Wealth Management Group
New Jersey
$9.81K +$9.28K +36 New
W
1109
WealthCollab
Washington
$9.81K +$9.28K +36 New
RTL
1110
Red Tortoise LLC
Georgia
$9.8K
TFM
1111
TFC Financial Management
Massachusetts
$9.26K
HFM
1112
Hartford Financial Management
Connecticut
$8.99K
KFI
1113
Key Financial Inc
Pennsylvania
$8.99K
ANBT
1114
American National Bank & Trust
Texas
$8.72K -$10.3K -40 -56%
IHWM
1115
Iron Horse Wealth Management
Iowa
$8.72K
CA
1116
Clearstead Advisors
Ohio
$8.44K +$773 +3 +11%
ACA
1117
Atlas Capital Advisors
Wyoming
$8.44K
BBPWM
1118
Blue Bell Private Wealth Management
Pennsylvania
$8.17K
FWM
1119
FSA Wealth Management
Massachusetts
$8K +$7.21K +28 New
CPG
1120
Custom Portfolio Group
Colorado
$7.9K +$7.47K +29 New
RIM
1121
Ranger Investment Management
Texas
$7.63K +$4.64K +18 +180%
OP
1122
ORG Partners
Indiana
$7.62K -$15.7K -61 -69%
CBT
1123
Central Bank & Trust
Kentucky
$7.08K
S
1124
Sachetta
Massachusetts
$6.81K +$6.44K +25 New
DIP
1125
DT Investment Partners
Pennsylvania
$6.78K

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.