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Consensus Cloud Solutions

141 hedge funds and large institutions have $314M invested in Consensus Cloud Solutions in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $274M → $314M (+$40.6M)

5.61% more ownership

Funds ownership: 89.84%95.45% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 142141 (-1)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

31% less call options, than puts

Call options by funds: $479K | Put options by funds: $692K

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
42
Reduced
49
Closed
27
Calls
$479K
Puts
$692K
Net Calls
-$213K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$41.7M -$1.85M -114,369 -4%
GCM
2
Gates Capital Management
New York
$32.7M +$243K +15,000 +0.8%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$32.3M +$4.77M +294,901 +19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.8M -$218K -13,461 -0.9%
BlackRock
5
BlackRock
New York
$22.9M -$728K -45,016 -3%
HBCM
6
Heron Bay Capital Management
Michigan
$16.6M -$2.19M -135,600 -12%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$11.8M +$1.12M +69,456 +11%
Marshall Wace
8
Marshall Wace
United Kingdom
$11.7M +$8.99M +555,584 +437%
AQR Capital Management
9
AQR Capital Management
Connecticut
$11M +$5.83M +360,476 +115%
Millennium Management
10
Millennium Management
New York
$7.57M -$1.34M -82,701 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.15M +$92.3K +5,707 +1%
State Street
12
State Street
Massachusetts
$6.72M -$589K -36,420 -9%
KLC
13
Kent Lake Capital
Nevada
$5.84M +$3.14M +194,255 +133%
Charles Schwab
14
Charles Schwab
California
$4.52M -$747K -46,183 -15%
Goldman Sachs
15
Goldman Sachs
New York
$4.49M +$3.57M +220,619 +542%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$4.22M -$634K -39,192 -14%
Morgan Stanley
17
Morgan Stanley
New York
$4.11M -$1.47M -91,157 -28%
Citadel Advisors
18
Citadel Advisors
Florida
$3.77M -$526K -32,492 -13%
RHJA
19
Rice Hall James & Associates
California
$3.48M -$97.2K -6,005 -3%
Northern Trust
20
Northern Trust
Illinois
$2.86M -$330K -20,390 -11%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.48M +$2.06M +127,626 +749%
TI
22
Trexquant Investment
Connecticut
$2.42M +$1.12M +69,322 +97%
Jane Street
23
Jane Street
New York
$2.21M -$411K -25,374 -16%
Invesco
24
Invesco
Georgia
$2.18M +$512K +31,652 +33%
IIC
25
Integrated Investment Consultants
Michigan
$2.16M

CCSI Hedge Fund Activity: Q2 2024 in Review

141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q2 2024, worth a combined $314M — up 15% from $274M a quarter earlier.

Fund positioning in CCSI was balanced in Q2 2024: 27 funds opened new positions, 27 closed out, 42 added to existing stakes and 49 trimmed.

The largest buyer was Marshall Wace, adding an estimated $8.99M. The largest seller was Heron Bay Capital Management, cutting an estimated $2.19M.

  • 141 institutional investors held Consensus Cloud Solutions (CCSI) as of Q2 2024, down from 142 in Q1 2024.
  • Funds reported $314M of Consensus Cloud Solutions stock for Q2 2024, up 15% quarter-over-quarter.
  • 27 funds opened new Consensus Cloud Solutions positions in Q2 2024 and 27 closed out, a net change of 0 holders.
  • The largest Consensus Cloud Solutions buyer in Q2 2024 was Marshall Wace, an estimated $8.99M added.
  • The largest Consensus Cloud Solutions seller in Q2 2024 was Heron Bay Capital Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q2 2024.