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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
WT
551
Whittier Trust
California
$347K +$315K +1,377 +2,810%
AC
552
Avestar Capital
New York
$344K +$2.06K +9 +0.6%
PCM
553
Polymer Capital Management
New York
$330K +$310K +1,354 New
SWM
554
Segment Wealth Management
Texas
$329K -$234K -1,020 -43%
TSS
555
Two Sigma Securities
New York
$328K -$588K -2,568 -66%
ATPW
556
Ashton Thomas Private Wealth
Arizona
$326K +$306K +1,338 New
A
557
AlphaQuest
New York
$325K -$183K -799 -37%
CP
558
Covenant Partners
Tennessee
$323K +$12.1K +53 +4%
HAG
559
HighPoint Advisor Group
Illinois
$320K +$15.6K +68 +7%
DADC
560
D.A. Davidson & Co
Montana
$319K -$19K -83 -6%
PPWP
561
Premier Path Wealth Partners
New Jersey
$314K +$295K +1,289 New
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$313K +$4.12K +18 +1%
PWP
563
Pursue Wealth Partners
California
$310K -$464K -2,025 -61%
EB
564
Eastern Bank
Massachusetts
$306K -$25.4K -111 -8%
TCA
565
Transcend Capital Advisors
New Jersey
$305K +$287K +1,252 New
SPIA
566
Steward Partners Investment Advisory
New York
$305K +$20.2K +88 +8%
EFS
567
Essex Financial Services
Connecticut
$303K +$27.9K +122 +11%
DWT
568
Dorsey & Whitney Trust
South Dakota
$300K +$282K +1,233 New
EWM
569
Empirical Wealth Management
Washington
$299K +$281K +1,229 New
Jones Financial Companies
570
Jones Financial Companies
Missouri
$299K +$95.5K +417 +51%
HBS
571
Howard Bailey Securities
Indiana
$298K -$101K -443 -27%
IP
572
Investment Partners
Ohio
$296K -$32.7K -143 -11%
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$296K +$278K +1,215 New
RFC
574
Regions Financial Corp
Alabama
$296K -$1.07M -4,682 -79%
LS
575
Livforsakringsbolaget Skandia
Sweden
$295K