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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
AAM
501
Aureus Asset Management
Massachusetts
$244K -$13.7K -72 -6%
SFA
502
Sequoia Financial Advisors
Ohio
$244K +$230K +1,209 New
PIA
503
Powell Investment Advisors
Florida
$240K +$226K +1,190 New
OWA
504
Opal Wealth Advisors
New York
$235K +$221K +1,165 New
SPC
505
Sigma Planning Corp
Michigan
$234K +$220K +1,161 New
SBIA
506
Sheaff Brock Investment Advisors
Indiana
$228K +$215K +1,133 New
AAM
507
Advisors Asset Management
Colorado
$228K -$16.9K -89 -7%
AAM
508
Austin Asset Management
Texas
$226K +$213K +1,123 New
PTP
509
Platform Technology Partners
New York
$226K +$213K +1,121 New
MA
510
MJP Associates
Connecticut
$225K +$212K +1,117 New
IAS
511
Insigneo Advisory Services
Florida
$225K -$92.3K -486 -30%
WA
512
Wealth Architects
California
$224K +$211K +1,112 New
UM
513
UniSuper Management
Australia
$222K
IWM
514
IHT Wealth Management
Illinois
$219K +$206K +1,087 New
QCG
515
Quadrant Capital Group
Ohio
$219K +$2.47K +13 +1%
Wolverine Trading
516
Wolverine Trading
Illinois
$217K -$1.07M -5,634 -84%
BBA
517
Braun-Bostich & Associates
Pennsylvania
$213K +$200K +1,056 New
JRP
518
Jasper Ridge Partners
California
$209K +$197K +1,039 New
MOS
519
MGO One Seven
Ohio
$209K +$197K +1,037 New
National Bank of Canada
520
National Bank of Canada
Quebec, Canada
$209K +$26.2K +138 +15%
KA
521
Kintegral Advisory
New York
$206K
TCWM
522
Total Clarity Wealth Management
Illinois
$205K +$193K +1,015 New
PFPT
523
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K +$193K +1,014 New
TP
524
TenCore Partners
New York
$202K +$190K +1,000 New
AGC
525
Aspen Grove Capital
Colorado
$201K +$190K +999 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.