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 %
CG
101
Caprock Group
Idaho
$716K -$3.52K -138 -0.5%
Daiwa Securities Group
102
Daiwa Securities Group
Japan
$706K +$203K +7,951 +40%
ASRS
103
Arizona State Retirement System
Arizona
$692K +$30.1K +1,179 +5%
Corient Private Wealth
104
Corient Private Wealth
Florida
$684K +$7.86K +308 +1%
N
105
Natixis
France
$677K -$385K -15,080 -36%
Creative Planning
106
Creative Planning
Kansas
$675K -$60.5K -2,371 -8%
FFG
107
Fortem Financial Group
California
$671K +$296K +11,617 +79%
AWM
108
Axxcess Wealth Management
California
$638K
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$638K +$536 +21 +0.1%
IC
110
IEQ Capital
California
$615K
VOYA Investment Management
111
VOYA Investment Management
Georgia
$613K +$20K +784 +3%
EP
112
Edgestream Partners
New Jersey
$597K +$333K +13,054 +126%
NFSG
113
Newbridge Financial Services Group
Florida
$571K +$59.6K +2,336 +12%
EWM
114
Empirical Wealth Management
Washington
$555K +$71K +2,783 +15%
PRC
115
Pearl River Capital
Michigan
$545K +$545K +21,346 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$540K -$482K -18,900 -47%
FFM
117
Forum Financial Management
Illinois
$531K +$49.9K +1,957 +10%
Rafferty Asset Management
118
Rafferty Asset Management
New York
$516K -$8.06K -316 -2%
TCWM
119
Total Clarity Wealth Management
Illinois
$513K +$123K +4,825 +32%
BEI
120
Benjamin Edwards Inc
Missouri
$499K +$245K +9,600 +96%
1WA
121
180 Wealth Advisors
Washington
$483K +$60.2K +2,360 +14%
HAM
122
Hedges Asset Management
Nevada
$477K -$638 -25 -0.1%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$464K -$76.8K -3,010 -14%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$463K +$463K +18,153 New
LGF
125
LGT Group Foundation
Liechtenstein
$450K +$450K +18,200 New