Consensus Cloud Solutions
CCSI
174 hedge funds and large institutions have $878M invested in Consensus Cloud Solutions in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 48 reducing their positions, and 15 closing their positions.
112% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $846K
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
44% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 48
14% more capital invested
Capital invested by funds: $772M → $878M (+$106M)
5.52% more ownership
Funds ownership: 88.04% → 93.56% (+5.5%)
5% more funds holding
Funds holding: 166 → 174 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$35M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$11.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.25M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$6.08M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$15.8M |
| 2 |
GCM
Gates Capital Management
New York
|
-$13.6M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$5.16M |
| 4 |
RA
Royce & Associates
New York
|
-$4.87M |
| 5 |
CCM
CAAS Capital Management
New York
|
-$4.22M |
CCSI Hedge Fund Activity: Q3 2022 in Review
174 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q3 2022, worth a combined $878M — up 14% from $772M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CCSI positions and 15 closed out — a net gain of 8 holders — while 69 added to existing stakes and 48 trimmed.
The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $35M. The largest seller was Nordea Investment Management, cutting an estimated $15.8M.
- 174 institutional investors held Consensus Cloud Solutions (CCSI) as of Q3 2022, up from 166 in Q2 2022.
- Funds reported $878M of Consensus Cloud Solutions stock for Q3 2022, up 14% quarter-over-quarter.
- 23 funds opened new Consensus Cloud Solutions positions in Q3 2022 and 15 closed out, a net change of +8 holders.
- The largest Consensus Cloud Solutions buyer in Q3 2022 was Cardinal Capital Management LLC (Connecticut), an estimated $35M added.
- The largest Consensus Cloud Solutions seller in Q3 2022 was Nordea Investment Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q3 2022.