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Crexendo

19 hedge funds and large institutions have $5.89M invested in Crexendo in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

28% more capital invested

Capital invested by funds: $4.6M → $5.89M (+$1.29M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more funds holding

Funds holding: 1819 (+1)

2.76% more ownership

Funds ownership: 5.94%8.7% (+2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
2
Closed
4
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.75M +$1.66M +565,511 New
BA
2
Bard Associates
Illinois
$1.59M +$87.6K +29,896 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.2M +$16.9K +5,754 +2%
EIM
4
Essex Investment Management
Massachusetts
$527K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$291K +$185K +63,016 +204%
OGF
6
Orin Green Financial
California
$153K
IA
7
IFP Advisors
Florida
$99K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$73K
BlackRock
9
BlackRock
New York
$57K -$887 -303 -2%
Northern Trust
10
Northern Trust
Illinois
$52K
State Street
11
State Street
Massachusetts
$39K
PAG
12
Private Advisor Group
New Jersey
$34K +$32.2K +11,000 New
UBS Group
13
UBS Group
Switzerland
$8K +$8.01K +2,735 New
TCWM
14
Total Clarity Wealth Management
Illinois
$6K +$5.63K +1,923 New
GWM
15
Geneos Wealth Management
Colorado
$2K
Renaissance Technologies
16
Renaissance Technologies
New York
-$138K -37,886 Closed
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
-$39K -11,084 Closed
Simplex Trading
18
Simplex Trading
Illinois
-$4.49K -1,534 Closed
TRCT
19
Tower Research Capital (TRC)
New York
-$4K -1,229 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$972 -332 -77%
Wells Fargo
21
Wells Fargo
California
+$23 +8 +13%
HI
22
Harbour Investments
Wisconsin
+$117 +40 New