296 hedge funds and large institutions have $1.21B invested in C3.ai in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
123
Reduced
68
Closed
65
Calls
$434M
Puts
$470M
Net Calls
-$36.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
226
Allworth Financial
California
$18.2K +$2.91K +114 +19%
HIIFS
227
Harel Insurance Investments & Financial Services
Israel
$18K -$6.69K -260 -27%
EWA
228
EverSource Wealth Advisors
Alabama
$16.4K
HCM
229
Hollencrest Capital Management
California
$16.2K +$3.06K +120 +23%
AA
230
Ancora Advisors
Ohio
$12.8K -$12.8K -500 -50%
SS
231
Sunbelt Securities
Texas
$12.8K
BFEC
232
Benjamin F. Edwards & Company
Missouri
$12K
FFA
233
Farther Finance Advisors
California
$11.7K -$7.12K -279 -38%
NS
234
NBC Securities
Alabama
$10K +$10K +400 New
MIFH
235
Migdal Insurance & Financial Holdings
Israel
$9K -$1.17K -47 -11%
HT
236
Headlands Technologies
Illinois
$8.09K +$8.09K +317 New
CWP
237
Concord Wealth Partners
Virginia
$8.04K
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$7.66K
MCM
239
Manchester Capital Management
Vermont
$6.71K +$5.1K +200 +317%
PP
240
PFS Partners
New Jersey
$6.38K -$7.66K -300 -55%
Legacy Financial Group (Iowa)
241
Legacy Financial Group (Iowa)
Iowa
$6.38K +$6.38K +250 New
TC
242
Truvestments Capital
Florida
$6.25K
C
243
Covestor
United Kingdom
$6K +$5.78K +233 +2,589%
LFG
244
Larson Financial Group
Missouri
$5.97K +$5.97K +234 New
VCM
245
Versant Capital Management
Arizona
$5.64K +$536 +21 +11%
GRP
246
Global Retirement Partners
California
$5.3K
SIC
247
Salem Investment Counselors
North Carolina
$5.1K
LFA
248
Level Financial Advisors
New York
$5.05K +$5.05K +198 New
TWC
249
TD Waterhouse Canada
Ontario, Canada
$4.43K +$324 +12 +8%
PA
250
PSI Advisors
Florida
$4.21K +$4.21K +165 New