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Cerence
CRNC

Overview Fund Activity

227 hedge funds and large institutions have $1.02B invested in Cerence in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+5
Holders Change %
+2.25%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
66
Closed
29
Calls
$5.87M
Puts
$6.16M
Net Calls
-$292K
Net Calls Change
-$983K

Top Buyers

1
TI
1
Trigran Investments
Illinois
$19M
2
Ameriprise
2
Ameriprise
Minnesota
$101M
3
OAM
3
Ophir Asset Management
Australia
$15.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$13.9M

Top Sellers

1
CCPM
1
Cooper Creek Partners Management
New York
$36.9M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.71M
3
Invesco
3
Invesco
Georgia
$15M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$2.73M
5
VVP
5
Vulcan Value Partners
Alabama
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$1K – – –
BTI
202
Blue Trust Inc
Georgia
$1K +$163 +8 +20%
CA
203
Clearstead Advisors
Ohio
$984 – – –
MTIC
204
Missouri Trust & Investment Company
Missouri
$955 – – –
BWM
205
Baystate Wealth Management
Massachusetts
$787 – – –
GWS
206
Glassman Wealth Services
Virginia
$702 – – –
MCM
207
Manchester Capital Management
Vermont
$675 – – –
JGIA
208
Jackson Grant Investment Advisers
Connecticut
$674 +$674 +24 New
FFA
209
Fairfield Financial Advisors
Massachusetts
$671 – – –
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$562 +$562 +20 New
PWMG
211
Prestige Wealth Management Group
New Jersey
$534 – – –
KFI
212
Key Financial Inc
Pennsylvania
$449 – – –
MCM
213
MV Capital Management
Maryland
$422 +$422 +15 New
GWSA
214
Global Wealth Strategies & Associates
Colorado
$337 – – –
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$253 – – –
CFO
216
CVA Family Office
Colorado
$169 – – –
FWM
217
Focused Wealth Management
New York
$112 – – –
CMA
218
Cedar Mountain Advisors
Oregon
$112 – – –
JWA
219
JFS Wealth Advisors
Pennsylvania
$85 – – –
AA
220
Addison Advisors
Vermont
$85 – – –
SC
221
Schubert & Co
Texas
$29 – – –
SWM
222
Sugarloaf Wealth Management
Georgia
$28 – – –
GRP
223
Global Retirement Partners
California
$25 – – –
CSS
224
Cubist Systematic Strategies
Connecticut
– -$1.87M -100,910 Closed
MCM
225
McRae Capital Management
New Jersey
– -$1.87M -100,908 Closed
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