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Consensus Cloud Solutions

178 hedge funds and large institutions have $980M invested in Consensus Cloud Solutions in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $854K | Put options by funds: $269K

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $933M → $980M (+$46.9M)

2% more funds holding

Funds holding: 174178 (+4)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.41% less ownership

Funds ownership: 99.44%94.03% (-5.4%)

Holders
178
Holders Change
+4
Holders Change %
+2.3%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
56
Closed
13
Calls
$854K
Puts
$269K
Net Calls
+$585K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$57.4K +$327 +6 +0.6%
SWA
127
SOA Wealth Advisors
New York
$53.8K
HIA
128
Harbor Investment Advisory
Maryland
$48.1K
Lazard Asset Management
129
Lazard Asset Management
New York
$48K +$49.1K +901 +45,050%
TC
130
Truvestments Capital
Florida
$38.3K -$40.5K -743 -51%
YC
131
Yarbrough Capital
Tennessee
$37.2K +$37.7K +692 New
Osaic Holdings
132
Osaic Holdings
Arizona
$35K +$15.9K +292 +86%
ST
133
Sageworth Trust
Pennsylvania
$27K
Dimensional Fund Advisors
134
Dimensional Fund Advisors
Texas
$22.5K +$758K +13,920 +3%
CA
135
Clearstead Advisors
Ohio
$19.7K
FHA
136
First Horizon Advisors
Tennessee
$16.6K +$5.29K +97 +46%
US Bancorp
137
US Bancorp
Minnesota
$14.4K -$327 -6 -2%
SWA
138
Sutton Wealth Advisors
Florida
$14.1K -$8.12K -149 -36%
NMG
139
New Millennium Group
Utah
$13.2K -$272 -5 -2%
TRCT
140
Tower Research Capital (TRC)
New York
$10K -$100K -1,844 -90%
BBHC
141
Brown Brothers Harriman & Co
New York
$10K
S
142
SignatureFD
Georgia
$10K +$436 +8 +4%
QCG
143
Quadrant Capital Group
Ohio
$8.82K +$8.61K +158 +2,633%
TPCW
144
TD Private Client Wealth
New York
$6.61K
UBS Group
145
UBS Group
Switzerland
$6.4K -$1.2K -22 -16%
AF
146
Allworth Financial
California
$5.16K
EWA
147
EverSource Wealth Advisors
Alabama
$5K
LC
148
Lindbrook Capital
California
$4.68K +$1.53K +28 +47%
TWA
149
TCI Wealth Advisors
Arizona
$4.62K
BAM
150
Belpointe Asset Management
Nevada
$4.62K +$4.69K +86 New