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Atlassian

658 hedge funds and large institutions have $27.2B invested in Atlassian in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

35% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 77

17% more capital invested

Capital invested by funds: $23.2B → $27.2B (+$4.04B)

3% more funds holding

Funds holding: 637658 (+21)

2% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 228

2.07% less ownership

Funds ownership: 91.06%88.99% (-2.1%)

12% less call options, than puts

Call options by funds: $517M | Put options by funds: $588M

Holders
658
Holders Change
+21
Holders Change %
+3.3%
% of All Funds
10.44%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
233
Reduced
228
Closed
77
Calls
$517M
Puts
$588M
Net Calls
-$71.4M
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$1.04M +$107K +566 +12%
SFI
327
Siemens Fonds Invest
Germany
$1.04M +$350K +1,841 +56%
HF
328
HRT Financial
New York
$1.04M +$977K +5,148 New
BF
329
BOK Financial
Oklahoma
$1.02M -$183K -962 -15%
CS
330
Comerica Securities
Michigan
$1.01M -$48.6K -256 -5%
CB
331
Commerce Bank
Missouri
$999K +$949 +5 +0.1%
BMSSC
332
B. Metzler seel. Sohn & Co
Germany
$999K +$64.5K +340 +7%
TFS
333
Thoroughbred Financial Services
Tennessee
$979K +$923K +4,863 New
HCA
334
Harbour Capital Advisors
Virginia
$978K -$949 -5 -0.1%
Wealth Enhancement Advisory Services
335
Wealth Enhancement Advisory Services
Minnesota
$971K +$915K +4,819 New
QCM
336
QRG Capital Management
Illinois
$954K +$899K +4,736 New
LSA
337
Leonteq Securities AG
Switzerland
$947K -$185K -977 -17%
OWA
338
One Wealth Advisors
California
$940K -$57K -300 -6%
TPCW
339
TD Private Client Wealth
New York
$938K -$16.7K -88 -2%
LA
340
LBP AM
France
$916K +$863K +4,548 New
BAMF
341
BI Asset Management Fondsmaeglerselskab
Denmark
$911K -$50.3K -265 -6%
FA
342
FDx Advisors
Illinois
$906K -$330K -1,738 -28%
NW
343
NewEdge Wealth
Pennsylvania
$900K -$78.4K -413 -8%
VAS
344
Vestmark Advisory Solutions
Massachusetts
$896K -$866K -4,564 -51%
VHAM
345
Van Hulzen Asset Management
California
$893K +$842K +4,434 New
OC
346
Oppenheimer & Co
New York
$892K +$459K +2,418 +120%
SWS
347
SYSTM Wealth Solutions
Illinois
$884K -$10.8K -57 -1%
BS
348
Banco Santander
Spain
$862K +$812K +4,277 New
BCV
349
Banque Cantonale Vaudoise
Switzerland
$860K -$50.7K -267 -6%
BFM
350
Boothbay Fund Management
New York
$857K +$807K +4,251 New

TEAM Hedge Fund Activity: Q3 2023 in Review

658 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Atlassian (TEAM) for Q3 2023, worth a combined $27.2B — up 17% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TEAM positions and 77 closed out — a net gain of 27 holders — while 233 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $208M. The largest seller was T. Rowe Price Associates, cutting an estimated $404M.

  • 658 institutional investors held Atlassian (TEAM) as of Q3 2023, up from 637 in Q2 2023.
  • Funds reported $27.2B of Atlassian stock for Q3 2023, up 17% quarter-over-quarter.
  • 104 funds opened new Atlassian positions in Q3 2023 and 77 closed out, a net change of +27 holders.
  • The largest Atlassian buyer in Q3 2023 was Morgan Stanley, an estimated $208M added.
  • The largest Atlassian seller in Q3 2023 was T. Rowe Price Associates, an estimated $404M sold.

Based on aggregated 13F filings for Q3 2023.