We are live on ! Find out more
CCSI icon

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
BTI
151
Blue Trust Inc
Georgia
$4K -$490 -9 -11%
JWM
152
Janiczek Wealth Management
Colorado
$3.95K
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$3.87K
WT
154
Whittier Trust
California
$3.87K
PFBT
155
Parkside Financial Bank & Trust
Missouri
$3.6K +$654 +12 +22%
CSPAM
156
Cary Street Partners Asset Management
Virginia
$3.12K
RAM
157
Riggs Asset Management
Pennsylvania
$2.37K -$2.4K -44 -50%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$2K -$490 -9 -17%
VCM
159
Versant Capital Management
Arizona
$1.99K
WT
160
Washington Trust
Rhode Island
$1.5K
CPG
161
Cornerstone Planning Group
New Jersey
$1.47K +$1.42K +26 New
Baillie Gifford & Co
162
Baillie Gifford & Co
United Kingdom
$1.29K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$1.24K -$872 -16 -41%
UB
164
UMB Bank
Missouri
$1K
MPCL
165
My Personal CFO LLC
Washington
$753 +$763 +14 New
SPIA
166
Steward Partners Investment Advisory
New York
$699
HF
167
Halpern Financial
Virginia
$645
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$591
CHA
169
Carmichael Hill & Associates
Maryland
$484
HI
170
Harbour Investments
Wisconsin
$376 +$218 +4 +133%
ACM
171
AUA Capital Management
Pennsylvania
$269
MCC
172
Money Concepts Capital
Florida
$269 +$272 +5 New
AWM
173
Accel Wealth Management
Iowa
$108
PA
174
Parallel Advisors
California
$108
EI
175
Ellevest Inc
New York
$108 +$109 +2 New