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CACI
CACI

Overview Fund Activity

534 hedge funds and large institutions have $8.44B invested in CACI in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 187 increasing their positions, 192 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+38
Holders Change %
+7.66%
% of All Funds
7.77%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
74
Increased
187
Reduced
192
Closed
31
Calls
$5.29M
Puts
$9.03M
Net Calls
-$3.74M
Net Calls Change
-$20.5M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$65M
2
Select Equity Group
Select Equity Group
New York
$62.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$41.3M
4
MDSL
M.D. Sass LLC
New York
$84.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$54M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$444M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$223M
3
SM
Sunriver Management
Connecticut
$22.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Invesco
Invesco
Georgia
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
501
EverSource Wealth Advisors
Alabama
$6.46K +$2.77K +6 +75%
MIM
502
Macroview Investment Management
Maryland
$6.02K +$3.44K +8 +133%
JWM
503
Janiczek Wealth Management
Colorado
$5.59K – – –
PWMG
504
Prestige Wealth Management Group
New Jersey
$5.59K – – –
CFB
505
Cullen/Frost Bankers
Texas
$5.59K +$5.59K +13 New
AssetMark Inc
506
AssetMark Inc
California
$5.16K -$3.01K -7 -37%
RFG
507
RFP Financial Group
Georgia
$4.3K +$4.3K +10 New
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$3.87K – – –
WPA
509
West Paces Advisors
Georgia
$3.87K – – –
MG
510
Mather Group
Illinois
$3.79K +$3.79K +10 New
SIC
511
SJS Investment Consulting
Ohio
$3.44K – – –
LFA
512
LGT Financial Advisors
Texas
$3.01K – – –
TIM
513
Tortoise Investment Management
New York
$3.01K – – –
HFS
514
Hantz Financial Services
Michigan
$3K – – –
MA
515
Montag & Associates
Georgia
$2.64K +$440 +1 +20%
SC
516
Solstein Capital
California
$2.58K – – –
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$2.58K +$430 +1 +20%
PWMG
518
Private Wealth Management Group
New Jersey
$2.15K – – –
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.15K – – –
FMP
520
Financial Management Professionals
Texas
$2K – – –
CWC
521
Carolinas Wealth Consulting
North Carolina
$1.97K +$394 +1 +25%
QL
522
Quarry LP
New York
$1.72K -$3.44K -8 -67%
RWPA
523
Richard W. Paul & Associates
Michigan
$1.72K – – –
S
524
Sachetta
Massachusetts
$1.36K +$453 +1 +50%
HI
525
Horizon Investments
North Carolina
$1.29K – – –
19 20
21
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