CareCloud
CCLD
31 hedge funds and large institutions have $9.46M invested in CareCloud in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
28% more capital invested
Capital invested by funds: $7.41M → $9.46M (+$2.05M)
0.12% more ownership
Funds ownership: 18.08% → 18.21% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 33 → 31 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
31% less call options, than puts
Call options by funds: $18K | Put options by funds: $26K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAWC
P.A.W. Capital
Greenwich,
Connecticut
|
+$227K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$155K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$45K |
| 4 |
Charles Schwab
San Francisco,
California
|
+$37.2K |
| 5 |
Squarepoint
New York
|
+$36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$127K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$32.2K |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$28.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| 5 |
Millennium Management
New York
|
-$12.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| $5.03K | -$17K | -4,857 | -76% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $1.84K | +$699 | +200 | +57% |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $1.68K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $419 | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $335 | -$38 | -11 | -10% |
|
|
31
JP Morgan Chase
New York
| – | -$127K | -45,188 | Closed |
|
|
BRWA
32
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$32.2K | -11,450 | Closed |
|
33
Morgan Stanley
New York
| – | -$3.95K | -1,407 | Closed |
|
34
Simplex Trading
Chicago,
Illinois
| – | -$3.38K | -967 | Closed |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1.62K | -575 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$108 | +31 | New |
|
CCLD Hedge Fund Activity: Q1 2023 in Review
31 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CareCloud (CCLD) for Q1 2023, worth a combined $9.46M — up 28% from $7.41M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CCLD and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.
The largest buyer was P.A.W. Capital, adding an estimated $227K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $127K sold.
- 31 institutional investors held CareCloud (CCLD) as of Q1 2023, down from 33 in Q4 2022.
- Funds reported $9.46M of CareCloud stock for Q1 2023, up 28% quarter-over-quarter.
- 4 funds opened new CareCloud positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest CareCloud buyer in Q1 2023 was P.A.W. Capital, an estimated $227K added.
- The largest CareCloud seller in Q1 2023 was JP Morgan Chase, an estimated $127K sold.
Based on aggregated 13F filings for Q1 2023.