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Crexendo

29 hedge funds and large institutions have $4.82M invested in Crexendo in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

20% more capital invested

Capital invested by funds: $4.01M → $4.82M (+$811K)

7% more funds holding

Funds holding: 2729 (+2)

0.15% less ownership

Funds ownership: 8.94%8.79% (-0.15%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
9
Closed
1
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$1.31M +$21.8K +11,912 +2%
Creative Planning
2
Creative Planning
Kansas
$1.12M
Vanguard Group
3
Vanguard Group
Pennsylvania
$837K +$11.8K +6,453 +2%
EIM
4
Essex Investment Management
Massachusetts
$559K -$14.8K -8,067 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$182K -$17.2K -9,356 -10%
Renaissance Technologies
6
Renaissance Technologies
New York
$145K +$16.5K +9,004 +15%
OGF
7
Orin Green Financial
California
$103K
TCM
8
Traynor Capital Management
Pennsylvania
$94.5K
IA
9
IFP Advisors
Florida
$84.8K
BlackRock
10
BlackRock
New York
$63.7K +$9.43K +5,142 +21%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$51K
Prudential Financial
12
Prudential Financial
New Jersey
$42.2K -$3.3K -1,800 -8%
Northern Trust
13
Northern Trust
Illinois
$35.3K
LCM
14
Legato Capital Management
California
$30.5K -$14.8K -8,067 -36%
Millennium Management
15
Millennium Management
New York
$27K -$24.6K -13,440 -51%
State Street
16
State Street
Massachusetts
$26.6K
BFG
17
Bleakley Financial Group
New Jersey
$23.2K
SS
18
Simplicity Solutions
Minnesota
$23.2K
GWS
19
Glassman Wealth Services
Virginia
$22.3K
GEA
20
Glen Eagle Advisors
New Jersey
$11.4K +$3.37K +1,836 +51%
TRCT
21
Tower Research Capital (TRC)
New York
$11.2K -$2.09K -1,141 -18%
Bank of America
22
Bank of America
North Carolina
$7.6K +$6.6K +3,601 New
NA
23
NewEdge Advisors
Louisiana
$3.27K
Morgan Stanley
24
Morgan Stanley
New York
$211
UBS Group
25
UBS Group
Switzerland
$211 +$183 +100 New