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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
QWM
401
Quadcap Wealth Management
Texas
$727K +$600K +3,056 New
Lazard Asset Management
402
Lazard Asset Management
New York
$715K -$16.9K -86 -3%
VCM
403
Virtue Capital Management
Tennessee
$712K -$41K -209 -6%
RSC
404
Red Spruce Capital
Pennsylvania
$700K
OC
405
Oppenheimer & Co
New York
$698K -$293K -1,494 -34%
PWPS
406
Pinnacle Wealth Planning Services
Ohio
$697K +$20K +102 +4%
AI
407
AXS Investments
New York
$689K +$568K +2,895 New
NYLIM
408
New York Life Investment Management
New York
$686K +$566K +2,884 New
SFG
409
Synergy Financial Group
California
$671K -$127K -649 -19%
CCM
410
Coldstream Capital Management
Washington
$669K +$106K +539 +24%
AAP
411
Arax Advisory Partners
Colorado
$664K +$65.4K +333 +14%
CCS
412
Concentric Capital Strategies
Connecticut
$628K +$82.3K +419 +19%
SMH
413
Sanders Morris Harris
Texas
$620K
BFG
414
Bleakley Financial Group
New Jersey
$617K -$7.66K -39 -1%
AAS
415
Ameritas Advisory Services
Nebraska
$617K +$510K +2,599 New
GAM
416
Gotham Asset Management
New York
$616K -$1.82M -9,247 -78%
SS
417
Simplicity Solutions
Minnesota
$615K -$9.23K -47 -2%
AIA
418
Angeles Investment Advisors
California
$608K -$4.91K -25 -1%
SM
419
STF Management
Texas
$607K +$12.8K +65 +3%
RJT
420
Raymond James Trust
Florida
$606K -$97.6K -497 -16%
BCM
421
BluePath Capital Management
Georgia
$602K +$5.11K +26 +1%
CCM
422
Cinctive Capital Management
New York
$598K -$245K -1,250 -33%
AAP
423
Ardsley Advisory Partners
Connecticut
$595K +$491K +2,500 New
IAA
424
Independent Advisor Alliance
North Carolina
$593K -$38.7K -197 -7%
O
425
Ossiam
France
$587K +$98.2K +500 +25%

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.