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 %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$500K -$21.5K -749 -4%
NFSG
127
Newbridge Financial Services Group
Florida
$490K -$152K -5,291 -24%
VF
128
Virtu Financial
New York
$487K +$487K +16,946 New
IMC Chicago
129
IMC Chicago
Illinois
$481K +$481K +16,769 New
HAM
130
Hedges Asset Management
Nevada
$468K -$68.9K -2,400 -13%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$466K +$34.4K +1,199 +8%
HT
132
Headlands Technologies
Illinois
$461K +$452K +15,753 +4,969%
Cerity Partners
133
Cerity Partners
New York
$455K +$455K +15,846 New
KWM
134
Kingsview Wealth Management
Oregon
$452K +$452K +15,736 New
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$447K -$75.4K -2,626 -14%
ProShare Advisors
136
ProShare Advisors
Maryland
$445K +$143K +4,981 +47%
MWM
137
Mission Wealth Management
California
$444K -$43.1K -1,500 -9%
BPA
138
Beacon Pointe Advisors
California
$438K +$438K +15,260 New
JIP
139
Jaffetilchin Investment Partners
Florida
$433K -$23.8K -829 -5%
LFAS
140
Level Four Advisory Services
Texas
$430K +$57.8K +2,014 +16%
Parallax Volatility Advisers
141
Parallax Volatility Advisers
California
$422K +$333K +11,608 +375%
PA
142
Probity Advisors
Texas
$421K +$33.4K +1,165 +9%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$417K -$2.01K -70 -0.5%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$411K +$48.1K +1,674 +13%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$408K -$60.9K -2,121 -13%
GS
146
GTS Securities
New York
$408K -$659K -22,939 -62%
MML Investors Services
147
MML Investors Services
Massachusetts
$399K -$15.2K -530 -4%
NRD
148
Nebula Research & Development
New York
$397K +$397K +13,815 New
Victory Capital Management
149
Victory Capital Management
Texas
$392K +$81K +2,820 +26%
BAM
150
Brave Asset Management
New Jersey
$384K