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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
VWA
1151
Valued Wealth Advisors
Utah
$3.52K +$3.87K +15 New
BCMLT
1152
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.28K
LF
1153
Lee Financial
Texas
$3.27K
Jones Financial Companies
1154
Jones Financial Companies
Missouri
$3.27K +$3.09K +12 New
HGERS
1155
Householder Group Estate & Retirement Specialist
Arizona
$3K
TFA
1156
Transamerica Financial Advisors
Florida
$3K +$773 +3 +43%
NSG
1157
Nalls Sherbakoff Group
Tennessee
$3K -$2.83K -11 -50%
MA
1158
MCF Advisors
Kentucky
$3K
IPW
1159
Impact Partnership Wealth
Georgia
$3K -$393K -1,526 -99%
BHWM
1160
Bay Harbor Wealth Management
Maryland
$3K
NSIM
1161
North Star Investment Management
Illinois
$3K
BCH
1162
Berkshire Capital Holdings
California
$2.72K
CTA
1163
Colonial Trust Advisors
South Carolina
$2.72K
GEA
1164
Glen Eagle Advisors
New Jersey
$2.72K
HWM
1165
HighMark Wealth Management
Minnesota
$2.72K
RWPA
1166
Richard W. Paul & Associates
Michigan
$2.72K
CTB
1167
Country Trust Bank
Illinois
$2.45K +$2.32K +9 New
SIC
1168
SJS Investment Consulting
Ohio
$2.18K +$258 +1 +14%
AA
1169
AlphaMark Advisors
Kentucky
$2K
AA
1170
Ancora Advisors
Ohio
$1.76K
DWA
1171
Delos Wealth Advisors
Texas
$1.64K
SWA
1172
SOA Wealth Advisors
New York
$1.36K
WWM
1173
Wolff Wiese Magana
California
$1.36K
GWM
1174
Geneos Wealth Management
Colorado
$1.09K +$258 +1 +33%
WPA
1175
West Paces Advisors
Georgia
$1.09K +$1.03K +4 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.