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RingCentral

283 hedge funds and large institutions have $2.66B invested in RingCentral in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 100 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-13
Holders Change %
-4.39%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
102
Reduced
100
Closed
54
Calls
$149M
Puts
$58.6M
Net Calls
+$90M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
251
Newbridge Financial Services Group
Florida
$7.3K
QCG
252
Quadrant Capital Group
Ohio
$6.68K -$10.7K -327 -62%
KTC
253
Kistler-Tiffany Companies
Pennsylvania
$6.55K
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$6K -$59.9K -1,687 -91%
Loomis, Sayles & Company
255
Loomis, Sayles & Company
Massachusetts
$6K +$6K +179 New
HPC
256
HM Payson & Co
Maine
$4.91K
HNB
257
Huntington National Bank
Ohio
$4.58K +$3.99K +122 +678%
FP
258
Financial Perspectives
Minnesota
$4.55K
EWA
259
EverSource Wealth Advisors
Alabama
$3.27K -$57.2K -1,747 -95%
CYG
260
Clean Yield Group
Vermont
$3.27K
CIA
261
Cape Investment Advisory
Georgia
$3.08K
AA
262
AlphaMark Advisors
Kentucky
$3K
HFM
263
Harvest Fund Management
China
$3K +$3K +85 New
BIA
264
Bell Investment Advisors
California
$2.72K +$98 +3 +4%
GWS
265
Glassman Wealth Services
Virginia
$2.65K -$4.35K -133 -62%
LFG
266
Larson Financial Group
Missouri
$1.93K
CFFP
267
Center for Financial Planning
Michigan
$1.8K
EARNEST Partners
268
EARNEST Partners
Georgia
$1.8K
GRP
269
Global Retirement Partners
California
$1.54K
BAAM
270
Baker Avenue Asset Management
California
$1.38K +$1.38K +42 New
HIA
271
Harbor Investment Advisory
Maryland
$1.11K
SWM
272
Spire Wealth Management
Virginia
$982 -$2.95K -90 -75%
MFG
273
Mendota Financial Group
Wisconsin
$786 +$786 +24 New
PFBT
274
Parkside Financial Bank & Trust
Missouri
$753 -$4.29K -131 -85%
PP
275
Pacifica Partners
Canada
$559