Recent filings with the SEC reveal dynamic shifts in institutional investment within Autodesk, Inc. (ADSK), indicating a complex interplay of portfolio adjustments among major financial players. While LPL Financial LLC slightly trimmed its stake, a deeper dive into the data uncovers a more expansive narrative of significant capital deployment by numerous other institutional entities.
LPL Financial LLC’s most recent disclosure detailed a marginal reduction of 0.0% in its Autodesk stock holdings during the first quarter. Despite this minor divestment of 87 shares, the firm retains a substantial position, owning 194,764 shares of the software giant’s stock. This holding represents approximately 0.09% of Autodesk’s total outstanding shares, valued at an impressive $50,989,000 as of the close of the last reporting period, underscoring its continued, albeit slightly adjusted, confidence in the company.
Conversely, a multitude of other prominent institutional investors have aggressively expanded their exposure to Autodesk stock. Farallon Capital Management LLC, for instance, initiated a substantial new position in Autodesk during the fourth quarter, acquiring holdings worth approximately $544,381,000. Similarly, GAMMA Investing LLC demonstrated remarkable bullishness, dramatically increasing its holdings by an astounding 27,505.2% in the first quarter, now commanding 1,470,531 shares valued at $384,985,000.
Further reinforcing the trend of escalating institutional interest, Janus Henderson Group PLC augmented its Autodesk stake by a robust 43.7% in the fourth quarter, bringing its total to 2,206,237 shares, a position valued at $652,127,000. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, also significantly boosted its holdings by 28.0% during the fourth quarter, now owning 3,053,750 shares with a staggering value of $902,597,000, showcasing profound belief in Autodesk’s long-term prospects based on thorough Stock Market Analysis.
Another notable entry into the Autodesk shareholder base was Universal Beteiligungs und Servicegesellschaft mbH, which established a new stake in the fourth quarter valued at approximately $148,299,000. Collectively, these widespread institutional movements highlight a robust pattern of capital inflow, with institutional investors and hedge funds now controlling an overwhelming 90.24% of the company’s stock, a key aspect of modern Corporate Finance dynamics.
Beyond ownership changes, Autodesk’s financial health and market performance metrics provide a comprehensive snapshot for potential investors. The company’s shares commenced trading on Friday at $303.11, while its financial ratios, including a debt-to-equity ratio of 0.76, a quick ratio of 0.65, and a current ratio of 0.65, offer insights into its operational liquidity and leverage structure, crucial for any diligent Investment News assessment.
From a broader market perspective, Autodesk (ADSK) has navigated a significant range over the past year, with its stock experiencing a 1-year low of $223.03 and a 1-year high of $326.62. Its performance relative to moving averages, with a fifty-day average of $300.14 and a two-hundred-day average of $286.25, indicates recent upward momentum. The firm’s market capitalization stands at $64.87 billion, supported by a PE ratio of 64.91, a price-to-earnings-growth ratio of 2.96, and a beta of 1.44, all critical data points for sophisticated Stock Market Analysis.
Adding another layer to the company’s stock narrative, recent SEC Filings also indicate insider trading activity. An Executive Vice President of Autodesk sold 3,251 shares on Thursday, July 3rd, at an average price of $315.00, totaling $1,024,065.00. This transaction resulted in a 14.33% decrease in the executive’s ownership. Over the last ninety days, corporate insiders have sold a cumulative 9,391 shares valued at $2,909,885, though insiders still collectively own 0.15% of the Autodesk Stock, providing a nuanced view of internal confidence.
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