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Atlassian

500 hedge funds and large institutions have $21.1B invested in Atlassian in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

34% more capital invested

Capital invested by funds: $15.8B → $21.1B (+$5.29B)

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

14% more funds holding

Funds holding: 440500 (+60)

0.11% less ownership

Funds ownership: 93.21%93.1% (-0.11%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

45% less call options, than puts

Call options by funds: $388M | Put options by funds: $701M

Holders
500
Holders Change
+60
Holders Change %
+13.64%
% of All Funds
10.25%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
120
Increased
173
Reduced
151
Closed
56
Calls
$388M
Puts
$701M
Net Calls
-$313M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
451
Global Wealth Management Investment Advisory
Florida
$18K +$8.3K +50 +100%
CWM
452
Campbell Wealth Management
Virginia
$18K +$16.6K +100 New
SF
453
Synovus Financial
Georgia
$17K -$31.1K -187 -67%
PCM
454
Peregrine Capital Management
Minnesota
$17K
JCM
455
Jacobi Capital Management
Pennsylvania
$16K +$9.3K +56 +187%
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$5.32K -32 -29%
BWM
457
Baystate Wealth Management
Massachusetts
$14K
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$14K
WCG
459
Weaver Consulting Group
California
$14K +$664 +4 +5%
BAM
460
Bellevue Asset Management
Washington
$14K +$12.5K +75 New
MAM
461
Meeder Asset Management
Ohio
$13K -$2.49K -15 -17%
OPS
462
Orion Portfolio Solutions
Nebraska
$13K -$2.49K -15 -17%
KTC
463
Kistler-Tiffany Companies
Pennsylvania
$13K +$12.3K +74 New
EARNEST Partners
464
EARNEST Partners
Georgia
$11K
HPC
465
HM Payson & Co
Maine
$11K
SIM
466
Sonora Investment Management
Arizona
$11K
AAP
467
Arax Advisory Partners
Colorado
$11K +$10.3K +62 New
IA
468
IFP Advisors
Florida
$10K +$3.16K +19 +50%
BAM
469
Barrett Asset Management
New York
$9K
ST
470
Smithfield Trust
Pennsylvania
$9K +$4.48K +27 +129%
SA
471
SRH Advisors
Kansas
$8K +$7.14K +43 New
SFG
472
Sowa Financial Group
Rhode Island
$7K
OSAM
473
O'Shaughnessy Asset Management
Connecticut
$7K +$5.48K +33 +471%
EFSCE
474
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
PA
475
Perennial Advisors
New York
$6K +$5.98K +36 New