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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
HPC
601
HM Payson & Co
Maine
$12.1K
RDFA
602
Ritter Daniher Financial Advisory
Ohio
$12.1K
SFG
603
Steward Financial Group
Texas
$11K +$10.6K +56 New
BC
604
Barrett & Company
Rhode Island
$10.1K
GCS
605
Gordian Capital (Singapore)
Singapore
$10.1K
ADL
606
Asset Dedication LLC
California
$10K +$7.97K +42 +350%
CFD
607
Creative Financial Designs
Indiana
$9.07K
IRAG
608
Investment Research & Advisory Group
Georgia
$9.07K
NS
609
NBC Securities
Alabama
$9K +$8.92K +47 New
SA
610
SRH Advisors
Kansas
$8.66K
AWA
611
Authentikos Wealth Advisory
California
$8.06K +$7.59K +40 New
RFG
612
RFP Financial Group
Georgia
$7.86K
WT
613
Washington Trust
Rhode Island
$7.66K -$1.71K -9 -19%
AF
614
Advisornet Financial
Minnesota
$7.46K +$1.14K +6 +19%
FCA
615
FinTrust Capital Advisors
South Carolina
$7.25K -$12.9K -68 -65%
CA
616
Clearstead Advisors
Ohio
$6.45K +$3.04K +16 +100%
HCM
617
Hollencrest Capital Management
California
$6.25K
CQS
618
Credential Qtrade Securities
$6.25K
TCM
619
Tradewinds Capital Management
Washington
$6.05K
WAM
620
WFA Asset Management
Wisconsin
$5.24K
CHC
621
City Holding Co
West Virginia
$5.04K
CAL
622
Capital Advisors Ltd
Ohio
$5K
CYG
623
Clean Yield Group
Vermont
$4.99K
BWL
624
Bogart Wealth LLC
Virginia
$4.43K
AA
625
Ancora Advisors
Ohio
$4.03K

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.