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CCC Intelligent Solutions

309 hedge funds and large institutions have $7.43B invested in CCC Intelligent Solutions in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+17
Holders Change %
+5.82%
% of All Funds
4.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
51
Increased
140
Reduced
79
Closed
28
Calls
$676K
Puts
$31K
Net Calls
+$645K
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IHWM
276
Iron Horse Wealth Management
Iowa
$6.9K
PTC
277
Private Trust Company
Ohio
$6.75K
GM
278
GeoWealth Management
Illinois
$5.09K +$5.09K +434 New
BF
279
BOK Financial
Oklahoma
$4.95K
AT
280
Avalon Trust
New Mexico
$4.73K +$4.73K +403 New
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$4.69K +$4.69K +400 New
TC
282
Truvestments Capital
Florida
$4.04K
BIA
283
Bell Investment Advisors
California
$3.24K
JFGIW
284
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83K +$1.65K +148 +138%
AssetMark Inc
285
AssetMark Inc
California
$2.76K
EWA
286
EverSource Wealth Advisors
Alabama
$2.63K
CWA
287
Carolina Wealth Advisors
South Carolina
$2.3K
LFG
288
Larson Financial Group
Missouri
$2.18K +$763 +65 +54%
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$2.02K +$305 +26 +18%
PWMG
290
Private Wealth Management Group
New Jersey
$1.89K
CWC
291
Carolinas Wealth Consulting
North Carolina
$1.78K +$657 +56 +58%
Creative Planning
292
Creative Planning
Kansas
$1.72K +$1.72K +147 New
BWL
293
Bogart Wealth LLC
Virginia
$1.53K +$1.53K +130 New
BAM
294
Bellevue Asset Management
Washington
$1.41K
MA
295
Montag & Associates
Georgia
$1.36K
CWP
296
Concord Wealth Partners
Virginia
$1.3K
FFO
297
Fortitude Family Office
Arizona
$1.23K
AW
298
Avion Wealth
Texas
$1K +$500 +46 +100%
VCM
299
Versant Capital Management
Arizona
$915
SN
300
Sittner & Nelson
Oregon
$786 +$786 +67 New