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Consensus Cloud Solutions
CCSI

152 hedge funds and large institutions have $648M invested in Consensus Cloud Solutions in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,512% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $368K

2.37% more ownership

Funds ownership: 94.03% → 96.4% (+2.4%)

15% less funds holding

Funds holding: 178 → 152 (-26)

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

34% less capital invested

Capital invested by funds: $980M → $648M (-$332M)

71% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
152
Holders Change
-26
Holders Change %
-14.61%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
47
Reduced
61
Closed
34
Calls
$5.93M
Puts
$368K
Net Calls
+$5.56M
Net Calls Change
+$4.98M

Top Buyers

Rank Fund Capital Flow
1
GCM
Gates Capital Management
New York
+$37M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$22.2M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$12.5M
4
HBCM
Heron Bay Capital Management
Michigan
+$5.58M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.92M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$29.3M
2
CC
Chicago Capital
Illinois
-$13.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.84M
4
Invesco
Invesco
Georgia
-$4.45M
5
CM
Castleark Management
Illinois
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$848K +$4.81K +100 +0.4%
TAM
52
Tocqueville Asset Management
New York
$819K – – –
Prudential Financial
53
Prudential Financial
New Jersey
$784K -$32.1K -666 -3%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$781K -$1.68K -35 -0.1%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$773K -$17.6K -366 -2%
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$679K +$529K +10,984 +123%
WP
57
Woodline Partners
California
$654K +$604K +12,549 +189%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$637K -$9.67K -201 -1%
PCMI
59
Paradigm Capital Management Inc
New York
$636K -$550K -11,433 -38%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$616K -$32.3K -672 -4%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$596K -$29.5K -613 -3%
Millennium Management
62
Millennium Management
New York
$562K +$793K +16,487 New
LCM
63
Legato Capital Management
California
$555K +$237K +4,934 +43%
TPSF
64
Texas Permanent School Fund
Texas
$540K +$191K +3,962 +33%
Renaissance Technologies
65
Renaissance Technologies
New York
$518K -$366K -7,600 -33%
CS
66
Credit Suisse
Switzerland
$513K -$42.9K -892 -6%
SG Americas Securities
67
SG Americas Securities
New York
$495K +$383K +7,962 +121%
GCP
68
GSA Capital Partners
United Kingdom
$491K +$693K +14,392 New
Allspring Global Investments
69
Allspring Global Investments
North Carolina
$481K +$17.6K +366 +3%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$453K -$8.76K -182 -1%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$411K -$9.82K -204 -2%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$388K -$385 -8 -0.1%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$380K +$537K +11,161 New
Barclays
74
Barclays
United Kingdom
$375K +$103K +2,145 +24%
AIG
75
American International Group
New York
$347K +$2.6K +54 +0.5%
1 2
3
4 5

CCSI Hedge Fund Activity: Q1 2023 in Review

152 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q1 2023, worth a combined $648M — down 34% from $980M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CCSI and 10 opened new positions — a net loss of 24 holders — while 61 trimmed existing stakes and 47 added.

The largest buyer was Gates Capital Management, adding an estimated $37M. The largest seller was Wellington Management Group, exiting entirely with an estimated $29.3M sold.

  • 152 institutional investors held Consensus Cloud Solutions (CCSI) as of Q1 2023, down from 178 in Q4 2022.
  • Funds reported $648M of Consensus Cloud Solutions stock for Q1 2023, down 34% quarter-over-quarter.
  • 10 funds opened new Consensus Cloud Solutions positions in Q1 2023 and 34 closed out, a net change of -24 holders.
  • The largest Consensus Cloud Solutions buyer in Q1 2023 was Gates Capital Management, an estimated $37M added.
  • The largest Consensus Cloud Solutions seller in Q1 2023 was Wellington Management Group, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2023.