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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
IAA
401
Independent Advisor Alliance
North Carolina
$542K +$19.7K +104 +4%
KWA
402
Kingswood Wealth Advisors
California
$535K +$504K +2,654 New
BFG
403
Bleakley Financial Group
New Jersey
$531K -$8.73K -46 -2%
SS
404
Simplicity Solutions
Minnesota
$531K -$8.73K -46 -2%
SMH
405
Sanders Morris Harris
Texas
$521K
AIA
406
Angeles Investment Advisors
California
$520K +$490K +2,580 New
Parallax Volatility Advisers
407
Parallax Volatility Advisers
California
$519K -$992K -5,224 -67%
PA
408
Parallel Advisors
California
$518K -$7.21K -38 -1%
CCG
409
Capital CS Group
California
$511K +$481K +2,534 New
SM
410
STF Management
Texas
$501K +$472K +2,486 New
AAP
411
Arax Advisory Partners
Colorado
$495K +$234K +1,231 +100%
JF
412
Jump Financial
Illinois
$495K -$58.9K -310 -11%
DC
413
Diametric Capital
Massachusetts
$492K +$464K +2,444 New
BCM
414
BluePath Capital Management
Georgia
$491K +$463K +2,438 New
VA
415
Vident Advisory
Georgia
$483K +$455K +2,399 New
CGL
416
Clarius Group LLC
Washington
$477K -$4.94K -26 -1%
CCM
417
Coldstream Capital Management
Washington
$458K -$3.42K -18 -0.8%
CCS
418
Concentric Capital Strategies
Connecticut
$448K -$25.2K -133 -6%
HSA
419
HBK Sorce Advisory
Pennsylvania
$446K -$15.6K -82 -4%
EWM
420
Elevatus Welath Management
New York
$444K +$419K +2,205 New
ONGA
421
O'Neil Global Advisors
California
$441K +$415K +2,187 New
DADC
422
D.A. Davidson & Co
Montana
$440K +$14K +74 +4%
FMAEN1
423
Fund Management at Engine No 1
California
$437K +$37K +195 +10%
HFM
424
Harvest Fund Management
China
$436K +$270K +1,422 +191%
APGDR
425
Absoluto Partners Gestao de Recursos
Brazil
$425K +$400K +2,108 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.