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Atlassian

797 hedge funds and large institutions have $35.2B invested in Atlassian in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 269 increasing their positions, 261 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 56

63% more capital invested

Capital invested by funds: $21.6B → $35.2B (+$13.6B)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

19% more funds holding

Funds holding: 671797 (+126)

4.55% more ownership

Funds ownership: 84.9%89.46% (+4.6%)

3% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 261

8% less call options, than puts

Call options by funds: $955M | Put options by funds: $1.03B

Holders
797
Holders Change
+126
Holders Change %
+18.78%
% of All Funds
10.5%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
192
Increased
269
Reduced
261
Closed
56
Calls
$955M
Puts
$1.03B
Net Calls
-$78.1M
Net Calls Change
-$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
451
One Wealth Advisors
California
$762K -$68.7K -300 -9%
Focus Partners Wealth
452
Focus Partners Wealth
Massachusetts
$756K +$712K +3,108 New
UM
453
UniSuper Management
Australia
$754K -$137K -600 -16%
VI
454
Vestcor Inc
New Brunswick, Canada
$752K -$687 -3 -0.1%
GAA
455
Green Alpha Advisors
Colorado
$749K -$102K -445 -13%
NYLIM
456
New York Life Investment Management
New York
$734K -$37.8K -165 -5%
WS
457
Wedbush Securities
California
$732K -$71K -310 -9%
MFG
458
Merit Financial Group
Georgia
$726K +$683K +2,983 New
Cambridge Investment Research Advisors
459
Cambridge Investment Research Advisors
Iowa
$726K -$16.3K -71 -2%
AAS
460
Avantax Advisory Services
Texas
$721K +$5.27K +23 +0.8%
PAG
461
Private Advisor Group
New Jersey
$720K -$207K -905 -23%
AAP
462
Arax Advisory Partners
Colorado
$717K -$93.7K -409 -12%
CMF
463
Counterpoint Mutual Funds
California
$708K +$666K +2,908 New
SSWM
464
Sheets Smith Wealth Management
North Carolina
$706K +$665K +2,902 New
WSFS
465
Wilmington Savings Fund Society
Delaware
$706K
VA
466
Vident Advisory
Georgia
$701K +$82.4K +360 +14%
NW
467
NewEdge Wealth
Pennsylvania
$698K +$178K +776 +37%
VAS
468
Vestmark Advisory Solutions
Massachusetts
$692K +$187K +815 +40%
SGI
469
Summit Global Investments
Utah
$662K -$548K -2,393 -47%
SMH
470
Sanders Morris Harris
Texas
$645K
GT
471
Greenleaf Trust
Michigan
$638K -$3.21K -14 -0.5%
BAM
472
Belpointe Asset Management
Nevada
$636K +$879K +3,838 New
FCA
473
Fortis Capital Advisors
Kansas
$636K +$879K +3,838 New
EWA
474
EP Wealth Advisors
California
$625K -$120K -522 -17%
BCI
475
Brinker Capital Investments
Pennsylvania
$615K +$578K +2,525 New