Consensus Cloud Solutions
CCSI
177 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, 59 increasing their positions, 56 reducing their positions, and 13 closing their positions.
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
12% more capital invested
Capital invested by funds: $878M → $980M (+$102M)
2% more funds holding
Funds holding: 174 → 177 (+3)
5% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.64% less ownership
Funds ownership: 93.56% → 91.92% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$11.4M |
| 2 |
BlackRock
New York
|
+$8.57M |
| 3 |
Goldman Sachs
New York
|
+$3.05M |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$2.86M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$10.4M |
| 2 |
RA
Royce & Associates
New York
|
-$9.24M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$4.92M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$3.31M |
| 5 |
GCM
Gates Capital Management
New York
|
-$2.89M |
CCSI Hedge Fund Activity: Q4 2022 in Review
177 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q4 2022, worth a combined $980M — up 12% from $878M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CCSI positions and 13 closed out — a net gain of 5 holders — while 59 added to existing stakes and 56 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $11.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $10.4M sold.
- 177 institutional investors held Consensus Cloud Solutions (CCSI) as of Q4 2022, up from 174 in Q3 2022.
- Funds reported $980M of Consensus Cloud Solutions stock for Q4 2022, up 12% quarter-over-quarter.
- 18 funds opened new Consensus Cloud Solutions positions in Q4 2022 and 13 closed out, a net change of +5 holders.
- The largest Consensus Cloud Solutions buyer in Q4 2022 was ArrowMark Colorado Holdings, an estimated $11.4M added.
- The largest Consensus Cloud Solutions seller in Q4 2022 was Pacer Advisors, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2022.