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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
HWM
551
HB Wealth Management
Georgia
$230K +$190K +966 New
GRP
552
Global Retirement Partners
California
$228K +$14.7K +75 +9%
TFCP
553
Twin Focus Capital Partners
Massachusetts
$227K +$187K +955 New
BL
554
Balentine LLC
Georgia
$227K +$187K +954 New
AWM
555
Apollon Wealth Management
South Carolina
$226K -$58.5K -298 -24%
LCGC
556
Legacy Capital Group California
California
$226K +$187K +950 New
BBA
557
Braun-Bostich & Associates
Pennsylvania
$224K -$22.4K -114 -11%
CCA
558
Checchi Capital Advisers
California
$223K +$184K +939 New
XT
559
XTX Topco
Cayman Islands
$223K +$184K +936 New
GLA
560
Great Lakes Advisors
Illinois
$222K +$183K +934 New
OR
561
Olympiad Research
Connecticut
$221K -$78.7K -401 -30%
CFA
562
Camarda Financial Advisors
Florida
$221K +$182K +929 New
FI
563
FWG Investments
Kentucky
$220K +$182K +925 New
AFT
564
Alpha Family Trust
California
$218K +$180K +915 New
CAG
565
Csenge Advisory Group
Florida
$216K +$178K +907 New
CIM
566
Contravisory Investment Management
Massachusetts
$215K +$178K +905 New
PWM
567
Perigon Wealth Management
California
$214K +$177K +901 New
BJL
568
Brighton Jones LLC
Washington
$210K +$173K +882 New
BC
569
Bridgefront Capital
Texas
$207K +$171K +869 New
HAG
570
HighPoint Advisor Group
Illinois
$202K +$205K +1,044 New
AWA
571
Arkadios Wealth Advisors
Georgia
$202K +$166K +848 New
EFS
572
Essex Financial Services
Connecticut
$201K +$166K +846 New
FFA
573
Fairfield Financial Advisors
Massachusetts
$200K +$12.8K +65 +8%
N
574
Natixis
France
$197K -$212K -1,080 -57%
YDMI
575
Y.D. More Investments
Israel
$179K

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.