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Atlassian

628 hedge funds and large institutions have $23.6B invested in Atlassian in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 239 increasing their positions, 156 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $2.3B | Put options by funds: $696M

103% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 71

53% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 156

31% more capital invested

Capital invested by funds: $18.1B → $23.6B (+$5.53B)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

11% more funds holding

Funds holding: 565628 (+63)

2.85% less ownership

Funds ownership: 94.78%91.93% (-2.9%)

Holders
628
Holders Change
+63
Holders Change %
+11.15%
% of All Funds
10.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
144
Increased
239
Reduced
156
Closed
71
Calls
$2.3B
Puts
$696M
Net Calls
+$1.61B
Net Calls Change
+$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
301
Carnegie Investment Counsel
Ohio
$1.03M +$560K +3,509 +140%
Creative Planning
302
Creative Planning
Kansas
$1.03M +$255K +1,597 +36%
PCS
303
Personal CFO Solutions
New Jersey
$1.02M +$33K +207 +4%
VPIM
304
Vanguard Personalized Indexing Management
California
$1.01M +$104K +653 +12%
BF
305
BOK Financial
Oklahoma
$1.01M +$239K +1,497 +34%
CAM
306
Cresset Asset Management
Illinois
$984K +$917K +5,751 New
DACS
307
Dymon Asia Capital (Singapore)
Singapore
$960K +$895K +5,609 New
CB
308
Commerce Bank
Missouri
$945K +$96.3K +604 +12%
Aviva
309
Aviva
United Kingdom
$937K -$2.24M -14,039 -72%
LSA
310
Leonteq Securities AG
Switzerland
$923K -$19.3K -121 -2%
CS
311
Comerica Securities
Michigan
$919K +$94.8K +594 +12%
AssetMark Inc
312
AssetMark Inc
California
$902K -$157K -985 -16%
OWA
313
One Wealth Advisors
California
$901K -$47.9K -300 -5%
JCM
314
Jag Capital Management
Missouri
$882K -$68.8K -431 -8%
CWA
315
CM Wealth Advisors
Ohio
$876K +$920K +5,770 New
KAM
316
Karani Asset Management
New York
$869K -$404K -2,532 -33%
LSA
317
L & S Advisors
California
$863K +$804K +5,039 New
NIP
318
Nicholas Investment Partners
California
$860K -$3.6M -22,547 -82%
AO
319
Advisor OS
Illinois
$857K +$48.5K +304 +6%
HVM
320
Harvest Volatility Management
Connecticut
$853K -$132K -829 -13%
HCA
321
Harbour Capital Advisors
Virginia
$842K +$26.8K +168 +4%
LS
322
Leelyn Smith
Illinois
$826K -$375K -2,350 -33%
NW
323
NewEdge Wealth
Pennsylvania
$818K +$145K +910 +24%
AFC
324
AFT Forsyth & Company
Florida
$813K +$221K +1,385 +41%
GAM
325
Gotham Asset Management
New York
$810K +$126K +791 +20%