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Atlassian

730 hedge funds and large institutions have $33.4B invested in Atlassian in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 268 increasing their positions, 246 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 53

23% more capital invested

Capital invested by funds: $27.2B → $33.4B (+$6.16B)

11% more funds holding

Funds holding: 658730 (+72)

1.52% more ownership

Funds ownership: 88.99%90.51% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 246

3% less call options, than puts

Call options by funds: $706M | Put options by funds: $726M

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
730
Holders Change
+72
Holders Change %
+10.94%
% of All Funds
10.64%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
137
Increased
268
Reduced
246
Closed
53
Calls
$706M
Puts
$726M
Net Calls
-$19.9M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
376
Foundations Investment Advisors
Arizona
$961K +$741K +3,772 New
Balyasny Asset Management
377
Balyasny Asset Management
Illinois
$955K -$69.6M -354,691 -99%
Cerity Partners
378
Cerity Partners
New York
$943K +$185K +941 +31%
IFG
379
Independent Financial Group
California
$934K -$21K -107 -3%
DPAM
380
Degroof Petercam Asset Management
Belgium
$928K +$766K +3,900 New
SIA
381
SkyView Investment Advisors
New Jersey
$926K +$101K +512 +15%
VAS
382
Vestmark Advisory Solutions
Massachusetts
$899K -$131K -668 -15%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$884K +$52.2K +266 +8%
TI
384
Tidal Investments
Wisconsin
$883K +$31.6K +161 +5%
Tudor Investment Corp
385
Tudor Investment Corp
Connecticut
$878K -$2.87M -14,614 -80%
IMCOOI
386
Investment Management Corp of Ontario (IMCO)
Canada
$866K +$715K +3,641 New
FTDI
387
First Trust Direct Indexing
Massachusetts
$865K +$5.3K +27 +0.7%
AIA
388
Alera Investment Advisors
Illinois
$857K -$15.7K -80 -2%
LSA
389
Leonteq Securities AG
Switzerland
$831K -$237K -1,208 -26%
GAA
390
Green Alpha Advisors
Colorado
$820K -$51.8K -264 -7%
GT
391
Greenleaf Trust
Michigan
$817K +$22.6K +115 +3%
FAIM
392
Financial Advocates Investment Management
Washington
$813K +$9.03K +46 +1%
PHK
393
Point72 Hong Kong
Hong Kong
$813K +$671K +3,420 New
MGP
394
Metis Global Partners
California
$806K -$68.9K -351 -9%
VHAM
395
Van Hulzen Asset Management
California
$804K -$207K -1,054 -24%
OM
396
OV Management
Minnesota
$790K +$652K +3,320 New
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$747K -$66.4K -338 -10%
LNC
398
Lincoln National Corp
Pennsylvania
$745K +$47.1K +240 +8%
VI
399
Vestcor Inc
New Brunswick, Canada
$742K -$6.28K -32 -1%
LWAM
400
Legacy Wealth Asset Management
Minnesota
$736K +$8.44K +43 +1%

TEAM Hedge Fund Activity: Q4 2023 in Review

730 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Atlassian (TEAM) for Q4 2023, worth a combined $33.4B — up 23% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new TEAM positions and 53 closed out — a net gain of 84 holders — while 268 added to existing stakes and 246 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $297M. The largest seller was Janus Henderson Group, cutting an estimated $301M.

  • 730 institutional investors held Atlassian (TEAM) as of Q4 2023, up from 658 in Q3 2023.
  • Funds reported $33.4B of Atlassian stock for Q4 2023, up 23% quarter-over-quarter.
  • 137 funds opened new Atlassian positions in Q4 2023 and 53 closed out, a net change of +84 holders.
  • The largest Atlassian buyer in Q4 2023 was Baillie Gifford & Co, an estimated $297M added.
  • The largest Atlassian seller in Q4 2023 was Janus Henderson Group, an estimated $301M sold.

Based on aggregated 13F filings for Q4 2023.