312 hedge funds and large institutions have $1.64B invested in C3.ai in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+16
Holders Change %
+5.41%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
53
Increased
125
Reduced
78
Closed
36
Calls
$364M
Puts
$460M
Net Calls
-$96.8M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
326
Cetera Advisors
Colorado
-$221K -8,647 Closed
KA
327
Kovack Advisors
Florida
-$219K -8,571 Closed
FPCG
328
Fort Pitt Capital Group
Pennsylvania
-$204K -8,000 Closed
BBL
329
Beck Bode LLC
Massachusetts
-$202K -7,899 Closed
EFH
330
Eaton Financial Holdings
Florida
-$200K -7,840 Closed
PIA
331
Perennial Investment Advisors
California
-$92.1K -3,609 Closed
ECM
332
EMC Capital Management
Texas
-$91K -3,600 Closed
WWM
333
Wolff Wiese Magana
California
-$78.7K -3,084 Closed
2C
334
272 Capital
Texas
-$25.5K -1,000 Closed
CCM
335
Chilton Capital Management
Texas
-$25.5K -1,000 Closed
Lazard Asset Management
336
Lazard Asset Management
New York
-$25K -986 Closed
GFPC
337
Global Financial Private Client
Florida
-$18.5K -750 Closed
HIIFS
338
Harel Insurance Investments & Financial Services
Israel
-$18K -700 Closed
HCM
339
Hollencrest Capital Management
California
-$16.2K -635 Closed
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
-$7.66K -300 Closed
Legacy Financial Group (Iowa)
341
Legacy Financial Group (Iowa)
Iowa
-$6.38K -250 Closed
PA
342
PSI Advisors
Florida
-$4.21K -165 Closed
OAJ
343
Ogorek Anthony Joseph
New York
-$1K -60 Closed
CFFP
344
Center for Financial Planning
Michigan
-$1.28K -50 Closed
BAAM
345
Baker Avenue Asset Management
California
-$919 -36 Closed
TWP
346
TFO Wealth Partners
Ohio
-$182 -5 Closed