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Atlassian

590 hedge funds and large institutions have $25.5B invested in Atlassian in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 237 increasing their positions, 175 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 175

16% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 79

16% more call options, than puts

Call options by funds: $918M | Put options by funds: $790M

1% more funds holding

Funds holding: 586590 (+4)

0% less ownership

Funds ownership: 91.09%91.09% (-0%)

9% less capital invested

Capital invested by funds: $28.2B → $25.5B (-$2.66B)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
590
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
10.36%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
92
Increased
237
Reduced
175
Closed
79
Calls
$918M
Puts
$790M
Net Calls
+$128M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
626
Occudo Quantitative Strategies
Florida
-$271K -1,158 Closed
ER
627
Enlightenment Research
Florida
-$257K -1,100 Closed
CW
628
CreativeOne Wealth
Kansas
-$241K -1,031 Closed
GBT
629
Grove Bank & Trust
Florida
-$229K -980 Closed
QCM
630
Quantinno Capital Management
New York
-$224K -958 Closed
CI
631
Cigna Investments
Connecticut
-$221K -946 Closed
PCA
632
Personal Capital Advisors
California
-$216K -922 Closed
SP
633
Symmetry Partners
Connecticut
-$214K -913 Closed
Coatue Management
634
Coatue Management
New York
-$208K -891 Closed
CIAS
635
Capital Investment Advisory Services
North Carolina
-$208K -890 Closed
KeyBank National Association
636
KeyBank National Association
Ohio
-$205K -878 Closed
SBSB
637
Sullivan, Bruyette, Speros & Blaney
Virginia
-$181K -772 Closed
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$109K -465 Closed
PWPS
639
Pinnacle Wealth Planning Services
Ohio
-$89K -380 Closed
PWM
640
Perigon Wealth Management
California
-$87K -373 Closed
DSC
641
Duncker Streett & Co
Missouri
-$64K -275 Closed
DWM
642
Defined Wealth Management
Oregon
-$36K -155 Closed
FTDI
643
First Trust Direct Indexing
Massachusetts
-$25K -105 Closed
PCM
644
Peregrine Capital Management
Minnesota
-$23K -97 Closed
ICP
645
Interchange Capital Partners
Pennsylvania
-$21K -93 Closed
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
-$16.8K -72 -97%
RPWA
647
Regent Peak Wealth Advisors
Georgia
-$15K -63 Closed
CCA
648
Childress Capital Advisors
Texas
-$14K -58 Closed
Loomis, Sayles & Company
649
Loomis, Sayles & Company
Massachusetts
-$11K -49 Closed
AA
650
Ancora Advisors
Ohio
-$11K -47 Closed

TEAM Hedge Fund Activity: Q1 2021 in Review

590 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Atlassian (TEAM) for Q1 2021, worth a combined $25.5B — down 9.5% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TEAM positions and 79 closed out — a net gain of 13 holders — while 237 added to existing stakes and 175 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $363M. The largest seller was Renaissance Technologies, cutting an estimated $234M.

  • 590 institutional investors held Atlassian (TEAM) as of Q1 2021, up from 586 in Q4 2020.
  • Funds reported $25.5B of Atlassian stock for Q1 2021, down 9.5% quarter-over-quarter.
  • 92 funds opened new Atlassian positions in Q1 2021 and 79 closed out, a net change of +13 holders.
  • The largest Atlassian buyer in Q1 2021 was ClearBridge Investments, an estimated $363M added.
  • The largest Atlassian seller in Q1 2021 was Renaissance Technologies, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2021.