Consensus Cloud Solutions
CCSI
143 hedge funds and large institutions have $574M invested in Consensus Cloud Solutions in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 21 closing their positions.
10,218% more call options, than puts
Call options by funds: $5.16M | Put options by funds: $50K
2.17% less ownership
Funds ownership: 96.4% → 94.23% (-2.2%)
6% less funds holding
Funds holding: 152 → 143 (-9)
11% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 53
11% less capital invested
Capital invested by funds: $648M → $574M (-$73.8M)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$12M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.47M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$7.48M |
| 4 |
Morgan Stanley
New York
|
+$4.19M |
| 5 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$29.5M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$9.15M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.88M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$3.34M |
| 5 |
GCM
Gates Capital Management
New York
|
-$2.74M |
CCSI Hedge Fund Activity: Q2 2023 in Review
143 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q2 2023, worth a combined $574M — down 11% from $648M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of CCSI and 12 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 47 added.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12M. The largest seller was Macquarie Group, cutting an estimated $29.5M.
- 143 institutional investors held Consensus Cloud Solutions (CCSI) as of Q2 2023, down from 152 in Q1 2023.
- Funds reported $574M of Consensus Cloud Solutions stock for Q2 2023, down 11% quarter-over-quarter.
- 12 funds opened new Consensus Cloud Solutions positions in Q2 2023 and 21 closed out, a net change of -9 holders.
- The largest Consensus Cloud Solutions buyer in Q2 2023 was ArrowMark Colorado Holdings, an estimated $12M added.
- The largest Consensus Cloud Solutions seller in Q2 2023 was Macquarie Group, an estimated $29.5M sold.
Based on aggregated 13F filings for Q2 2023.