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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
GIA
376
Gateway Investment Advisers
Ohio
$720K +$678K +3,574 New
TI
377
Tidal Investments
Wisconsin
$716K +$34.9K +184 +5%
ESCM
378
Echo Street Capital Management
New York
$713K +$672K +3,538 New
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$701K +$661K +3,480 New
SFG
380
Synergy Financial Group
California
$699K -$7.59K -40 -1%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$695K -$398K -2,097 -38%
KFP
382
KB Financial Partners
New Jersey
$693K -$5.13K -27 -0.8%
SIA
383
SkyView Investment Advisors
New Jersey
$681K +$30.9K +163 +5%
FAIM
384
Financial Advocates Investment Management
Washington
$680K +$1.9K +10 +0.3%
SSA
385
Schonfeld Strategic Advisors
New York
$672K +$633K +3,335 New
GT
386
Greenleaf Trust
Michigan
$669K +$949 +5 +0.2%
VI
387
Vestcor Inc
New Brunswick, Canada
$635K -$87.7K -462 -13%
Lazard Asset Management
388
Lazard Asset Management
New York
$623K -$3.17M -16,724 -84%
LWAM
389
Legacy Wealth Asset Management
Minnesota
$615K -$1.37M -7,204 -70%
RJT
390
Raymond James Trust
Florida
$614K -$8.35K -44 -1%
Cerity Partners
391
Cerity Partners
New York
$609K -$196K -1,034 -25%
GA
392
Geller Advisors
New York
$604K
BRWA
393
B. Riley Wealth Advisors
Florida
$604K -$88.5K -466 -13%
PP
394
Prudential plc
United Kingdom
$602K +$29.2K +154 +5%
RSC
395
Red Spruce Capital
Pennsylvania
$593K -$3.04K -16 -0.5%
CC
396
Corton Capital
Ontario, Canada
$590K +$84.5K +445 +18%
LNC
397
Lincoln National Corp
Pennsylvania
$583K -$5.88K -31 -1%
VCM
398
Virtue Capital Management
Tennessee
$578K
PWPS
399
Pinnacle Wealth Planning Services
Ohio
$570K +$50.5K +266 +10%
S
400
SignatureFD
Georgia
$554K +$78K +411 +18%

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.