315 hedge funds and large institutions have $1.65B invested in C3.ai in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+13
Holders Change %
+4.3%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
75
Increased
105
Reduced
92
Closed
58
Calls
$545M
Puts
$606M
Net Calls
-$60.6M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
351
Titleist Asset Management
Texas
-$219K -6,525 Closed
VRS
352
Virginia Retirement Systems
Virginia
-$208K -6,200 Closed
OSAM
353
O'Shaughnessy Asset Management
Connecticut
-$204K -6,089 Closed
AAS
354
Ameritas Advisory Services
Nebraska
-$117K -3,679 Closed
BAM
355
Belpointe Asset Management
Nevada
-$63.8K -1,900 Closed
GCM
356
Gables Capital Management
Florida
-$33.6K -1,000 Closed
PFBT
357
Parkside Financial Bank & Trust
Missouri
-$26.9K -800 Closed
SFCL
358
Strengthening Families & Communities LLC
Massachusetts
-$18 -550 Closed
LC
359
Lindbrook Capital
California
-$9.27K -276 Closed
TWM
360
Tradition Wealth Management
Minnesota
-$5K -150 Closed
Baillie Gifford & Co
361
Baillie Gifford & Co
United Kingdom
-$3.93K -117 Closed
BWM
362
BerganKDV Wealth Management
Minnesota
-$3.36K -100 Closed
TWA
363
TCI Wealth Advisors
Arizona
-$1.61K -48 Closed
FIA
364
FNY Investment Advisers
New York
-$1K -45 Closed
IRC
365
Investors Research Corp
Georgia
-$1.18K -35 Closed
AWM
366
Avior Wealth Management
Nebraska
-$839 -25 Closed
CWA
367
Carolina Wealth Advisors
South Carolina
-$705 -21 Closed
SHIM
368
Stone House Investment Management
Pennsylvania
-$705 -21 Closed
IFAM
369
Institutional & Family Asset Management
Colorado
-$638 -19 Closed
PO
370
Private Ocean
California
-$235 -7 Closed