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CareCloud

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

6% less funds holding

Funds holding: 3331 (-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

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
6
Closed
5
Calls
$18K
Puts
$26K
Net Calls
-$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
PAWC
1
P.A.W. Capital
Connecticut
$2.35M +$227K +65,000 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34M
Franklin Resources
3
Franklin Resources
California
$1.16M
BCM
4
Bridgeway Capital Management
Texas
$1.14M +$3.76K +1,075 +0.3%
AMH
5
Apollo Management Holdings
New York
$703K
GF
6
Gabelli Funds
New York
$504K -$28.2K -8,055 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$426K +$45K +12,864 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$255K
BlackRock
9
BlackRock
New York
$205K +$2.16K +617 +1%
Northern Trust
10
Northern Trust
Illinois
$173K +$4.25K +1,214 +2%
JIC
11
Johnson Investment Counsel
Ohio
$168K
PCM
12
Perritt Capital Management
Illinois
$165K
Citadel Advisors
13
Citadel Advisors
Florida
$148K +$155K +44,219 New
Renaissance Technologies
14
Renaissance Technologies
New York
$135K +$13.3K +3,800 +10%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$112K +$1.05K +300 +0.9%
MP
16
McDonald Partners
Ohio
$97.9K -$3.5K -1,000 -3%
State Street
17
State Street
Massachusetts
$88.7K
CD
18
Chapin Davis
Maryland
$51.9K
Wells Fargo
19
Wells Fargo
California
$50.9K +$15.9K +4,561 +43%
Millennium Management
20
Millennium Management
New York
$45K -$12.7K -3,632 -21%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$43K
Charles Schwab
22
Charles Schwab
California
$35.7K +$37.2K +10,649 New
Squarepoint
23
Squarepoint
New York
$34.5K +$36K +10,285 New
Osaic Holdings
24
Osaic Holdings
Arizona
$14.6K
TRCT
25
Tower Research Capital (TRC)
New York
$12K -$164 -47 -1%

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.