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Atlassian

440 hedge funds and large institutions have $15.8B invested in Atlassian in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 158 increasing their positions, 119 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

33% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 119

19% more capital invested

Capital invested by funds: $13.3B → $15.8B (+$2.51B)

10% more funds holding

Funds holding: 401440 (+39)

2.91% more ownership

Funds ownership: 90.3%93.21% (+2.9%)

41% less call options, than puts

Call options by funds: $231M | Put options by funds: $394M

Holders
440
Holders Change
+39
Holders Change %
+9.73%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
108
Increased
158
Reduced
119
Closed
61
Calls
$231M
Puts
$394M
Net Calls
-$162M
Net Calls Change
-$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.11B -$144M -1,026,733 -6%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.04B -$2.46M -17,617 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$993M +$249M +1,781,251 +33%
Renaissance Technologies
4
Renaissance Technologies
New York
$883M +$49.2M +352,100 +6%
Sands Capital Management
5
Sands Capital Management
Virginia
$792M +$67.8M +484,589 +9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$776M -$88M -629,488 -10%
Artisan Partners
7
Artisan Partners
Wisconsin
$609M -$26M -185,652 -4%
Morgan Stanley
8
Morgan Stanley
New York
$572M -$4.23M -30,241 -0.7%
BlackRock
9
BlackRock
New York
$500M +$29.8M +212,795 +6%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$436M +$51.1M +365,225 +13%
PG
11
Pendal Group
Australia
$378M -$116M -832,084 -23%
Jennison Associates
12
Jennison Associates
New York
$350M +$357M +2,552,272 New
Allianz Asset Management
13
Allianz Asset Management
Germany
$297M +$42.5M +303,900 +16%
JP Morgan Chase
14
JP Morgan Chase
New York
$288M -$70.2M -502,151 -19%
Franklin Resources
15
Franklin Resources
California
$225M +$32.9M +235,661 +17%
Goldman Sachs
16
Goldman Sachs
New York
$224M +$15.8M +112,698 +7%
Bank of America
17
Bank of America
North Carolina
$209M +$68.3M +488,213 +47%
Tiger Global Management
18
Tiger Global Management
New York
$207M
SCM
19
Steadfast Capital Management
New York
$193M +$55.3M +395,754 +39%
LPC
20
Lone Pine Capital
Connecticut
$191M -$197M -1,411,174 -50%
State Street
21
State Street
Massachusetts
$181M +$5.27M +37,656 +3%
Invesco
22
Invesco
Georgia
$161M +$12.8M +91,245 +8%
Norges Bank
23
Norges Bank
Norway
$139M +$13.1M +93,997 +10%
GQG Partners
24
GQG Partners
Florida
$138M +$141M +1,004,902 New
TCM
25
Tybourne Capital Management
Hong Kong
$130M -$85.2M -609,582 -39%

TEAM Hedge Fund Activity: Q1 2020 in Review

440 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Atlassian (TEAM) for Q1 2020, worth a combined $15.8B — up 19% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TEAM positions and 61 closed out — a net gain of 47 holders — while 158 added to existing stakes and 119 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $357M. The largest seller was Lone Pine Capital, cutting an estimated $197M.

  • 440 institutional investors held Atlassian (TEAM) as of Q1 2020, up from 401 in Q4 2019.
  • Funds reported $15.8B of Atlassian stock for Q1 2020, up 19% quarter-over-quarter.
  • 108 funds opened new Atlassian positions in Q1 2020 and 61 closed out, a net change of +47 holders.
  • The largest Atlassian buyer in Q1 2020 was Jennison Associates, an estimated $357M added.
  • The largest Atlassian seller in Q1 2020 was Lone Pine Capital, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2020.