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Consensus Cloud Solutions

151 hedge funds and large institutions have $432M invested in Consensus Cloud Solutions in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

165% more call options, than puts

Call options by funds: $419K | Put options by funds: $158K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

37% more capital invested

Capital invested by funds: $314M → $432M (+$118M)

7% more funds holding

Funds holding: 141151 (+10)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

2.17% less ownership

Funds ownership: 95.45%93.28% (-2.2%)

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
49
Reduced
50
Closed
10
Calls
$419K
Puts
$158K
Net Calls
+$261K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$56.1M +$10.4M +498,010 +26%
ACH
2
ArrowMark Colorado Holdings
Colorado
$46.8M -$9.2M -440,867 -18%
GCM
3
Gates Capital Management
New York
$37.6M -$6.45M -308,876 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.2M -$156K -7,463 -0.5%
BlackRock
5
BlackRock
New York
$32.1M +$559K +26,757 +2%
HBCM
6
Heron Bay Capital Management
Michigan
$22M -$668K -31,993 -3%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$15.2M -$871K -41,715 -6%
AQR Capital Management
8
AQR Capital Management
Connecticut
$14.5M -$1.16M -55,758 -8%
Marshall Wace
9
Marshall Wace
United Kingdom
$12.3M -$3.39M -162,300 -24%
State Street
10
State Street
Massachusetts
$10.6M +$1.24M +59,219 +15%
Goldman Sachs
11
Goldman Sachs
New York
$10M +$3.44M +164,972 +63%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.92M +$111K +5,299 +1%
KIM
13
Kestrel Investment Management
California
$9.1M +$60.5K +2,900 +8%
KLP
14
Kent Lake PR
Puerto Rico
$8.3M +$7.36M +352,541 New
Millennium Management
15
Millennium Management
New York
$6.47M -$3.46M -165,666 -38%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$5.91M +$108K +5,173 +2%
Charles Schwab
17
Charles Schwab
California
$5.37M -$739K -35,380 -13%
RHJA
18
Rice Hall James & Associates
California
$5.11M +$301K +14,406 +7%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$4.66M +$1.11M +53,087 +37%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.65M +$2.85M +136,349 +223%
Morgan Stanley
21
Morgan Stanley
New York
$4.37M -$1.12M -53,713 -22%
Northern Trust
22
Northern Trust
Illinois
$3.75M -$153K -7,329 -4%
IIC
23
Integrated Investment Consultants
Michigan
$3.67M +$416K +19,948 +15%
Citadel Advisors
24
Citadel Advisors
Florida
$3.61M -$1.38M -66,084 -30%
DA
25
Denali Advisors
California
$3.53M +$1.85M +88,558 +145%

CCSI Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q3 2024, worth a combined $432M — up 37% from $314M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CCSI positions and 10 closed out — a net gain of 12 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $10.4M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $9.2M.

  • 151 institutional investors held Consensus Cloud Solutions (CCSI) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $432M of Consensus Cloud Solutions stock for Q3 2024, up 37% quarter-over-quarter.
  • 22 funds opened new Consensus Cloud Solutions positions in Q3 2024 and 10 closed out, a net change of +12 holders.
  • The largest Consensus Cloud Solutions buyer in Q3 2024 was Janus Henderson Group, an estimated $10.4M added.
  • The largest Consensus Cloud Solutions seller in Q3 2024 was ArrowMark Colorado Holdings, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2024.