Creative Realities
CREX
14 hedge funds and large institutions have $2.81M invested in Creative Realities in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 0 closing their positions.
179% more capital invested
Capital invested by funds: $1.01M → $2.81M (+$1.8M)
27% more funds holding
Funds holding: 11 → 14 (+3)
6.19% more ownership
Funds ownership: 6.25% → 12.44% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$693K |
| 2 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
+$290K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$104K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$67.2K |
| 5 |
Renaissance Technologies
New York
|
+$61.5K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIG
1
Sargent Investment Group
Bethesda,
Maryland
| $873K | +$290K | +111,200 | +64% |
|
|
2
Cerity Partners
New York
| $811K | +$693K | +265,926 | New |
|
|
PFS
3
Prospera Financial Services
Dallas,
Texas
| $271K | – | – | – |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $251K | +$521 | +200 | +0.2% |
|
|
5
Renaissance Technologies
New York
| $251K | +$61.5K | +23,600 | +40% |
|
|
6
Geode Capital Management
Boston,
Massachusetts
| $208K | +$67.2K | +25,771 | +61% |
|
|
7
Citadel Advisors
Miami,
Florida
| $122K | +$104K | +40,056 | New |
|
|
BCM
8
Bourgeon Capital Management
Darien,
Connecticut
| $10.8K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $9.28K | +$211 | +81 | +3% |
|
|
TFP
10
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $2.36K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $1.28K | +$1.09K | +420 | New |
|
12
Wells Fargo
San Francisco,
California
| $119 | +$5 | +2 | +5% |
|
13
US Bancorp
Minneapolis,
Minnesota
| $6 | – | – | – |
|
CREX Hedge Fund Activity: Q2 2023 in Review
14 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Creative Realities (CREX) for Q2 2023, worth a combined $2.81M — up 179% from $1.01M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CREX positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $693K.
- 14 institutional investors held Creative Realities (CREX) as of Q2 2023, up from 11 in Q1 2023.
- Funds reported $2.81M of Creative Realities stock for Q2 2023, up 179% quarter-over-quarter.
- 3 funds opened new Creative Realities positions in Q2 2023 and 0 closed out, a net change of +3 holders.
- The largest Creative Realities buyer in Q2 2023 was Cerity Partners, an estimated $693K added.
Based on aggregated 13F filings for Q2 2023.