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CareCloud
CCLD

36 hedge funds and large institutions have $22.8M invested in CareCloud in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more funds holding

Funds holding: 34 → 36 (+2)

0.6% more ownership

Funds ownership: 23.65% → 24.26% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

14% less capital invested

Capital invested by funds: $26.4M → $22.8M (-$3.58M)

97% less call options, than puts

Call options by funds: $3K | Put options by funds: $87K

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
11
Closed
5
Calls
$3K
Puts
$87K
Net Calls
-$84K
Net Calls Change
-$84K

Top Buyers

Rank Fund Capital Flow
1
GF
Gabelli Funds
New York
+$795K
2
Ameriprise
Ameriprise
Minnesota
+$559K
3
Millennium Management
Millennium Management
New York
+$497K
4
Franklin Resources
Franklin Resources
California
+$439K
5
LFAS
Level Four Advisory Services
Texas
+$286K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$761K
2
IA
IFG Advisory
Georgia
-$537K
3
UBS Group
UBS Group
Switzerland
-$358K
4
MP
McDonald Partners
Ohio
-$156K
5
KAS
Kestra Advisory Services
Texas
-$101K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Natixis
France
$77K +$86.8K +12,250 New
UBS Group
27
UBS Group
Switzerland
$75K -$358K -50,500 -81%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$75K -$14.8K -2,094 -15%
APP
29
Alpha Paradigm Partners
Illinois
$37K – – –
Morgan Stanley
30
Morgan Stanley
New York
$31K -$35.5K -5,008 -51%
JP Morgan Chase
31
JP Morgan Chase
New York
$27K +$30K +4,237 New
CG
32
Cutler Group
California
$10K +$7.79K +1,100 +183%
Bank of America
33
Bank of America
North Carolina
$8K -$1.35K -190 -14%
TRCT
34
Tower Research Capital (TRC)
New York
$7K -$40.4K -5,700 -84%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$5K +$5.67K +800 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$4K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
– -$761K -93,072 Closed
MP
38
McDonald Partners
Ohio
– -$156K -20,526 Closed
KAS
39
Kestra Advisory Services
Texas
– -$101K -13,265 Closed
MOS
40
MGO One Seven
Ohio
– -$97K -12,500 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$86.8K -12,256 Closed
1
2

CCLD Hedge Fund Activity: Q4 2021 in Review

36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CareCloud (CCLD) for Q4 2021, worth a combined $22.8M — down 14% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CCLD positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Gabelli Funds, adding an estimated $795K. The largest seller was Bank of Montreal, exiting entirely with an estimated $761K sold.

  • 36 institutional investors held CareCloud (CCLD) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $22.8M of CareCloud stock for Q4 2021, down 14% quarter-over-quarter.
  • 7 funds opened new CareCloud positions in Q4 2021 and 5 closed out, a net change of +2 holders.
  • The largest CareCloud buyer in Q4 2021 was Gabelli Funds, an estimated $795K added.
  • The largest CareCloud seller in Q4 2021 was Bank of Montreal, an estimated $761K sold.

Based on aggregated 13F filings for Q4 2021.