CREX icon

Creative Realities
CREX

Overview Fund Activity

18 hedge funds and large institutions have $2.77M invested in Creative Realities in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
7
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$356K
2
Morgan Stanley
2
Morgan Stanley
New York
$162K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$140K
4
PCM
4
Perritt Capital Management
Illinois
$118K
5
Citadel Advisors
5
Citadel Advisors
Florida
$28.3K

Top Sellers

1
SIG
1
Sargent Investment Group
Maryland
$640K
2
BCM
2
Bourgeon Capital Management
Connecticut
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$7.9K
4
BWP
4
Baldwin Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIG
1
Sargent Investment Group
Maryland
$640K 271,200 -45,000 -14%
Cerity Partners
2
Cerity Partners
New York
$628K 265,926 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$356K 150,988 +56,822 +60%
Renaissance Technologies
4
Renaissance Technologies
New York
$242K 102,370 +6,867 +7%
PCM
5
Perkins Capital Management
Minnesota
$236K 100,050 – –
PFS
6
Prospera Financial Services
Texas
$210K 88,901 – –
Morgan Stanley
7
Morgan Stanley
New York
$162K 68,488 +34,244 +100%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$140K 59,197 +28,657 +94%
PCM
9
Perritt Capital Management
Illinois
$118K 50,000 +25,000 +100%
Citadel Advisors
10
Citadel Advisors
Florida
$28.3K 11,980 +11,980 New
TRCT
11
Tower Research Capital (TRC)
New York
$7.9K 3,348 -2,237 -40%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.25K 2,223 +2,223 New
UBS Group
13
UBS Group
Switzerland
$236 100 +100 New
Wells Fargo
14
Wells Fargo
California
$149 63 +25 +66%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$26 11 +4 +57%
Bank of America
16
Bank of America
North Carolina
$12 5 +5 New
US Bancorp
17
US Bancorp
Minnesota
$5 2 – –
BCM
18
Bourgeon Capital Management
Connecticut
– – -3,541 Closed
BWP
19
Baldwin Wealth Partners
Massachusetts
– – -1 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
EP
21
Elkhorn Partners
Nebraska
$0 26 – –