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Concentrix
CNXC

323 hedge funds and large institutions have $5.13B invested in Concentrix in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $4.48B → $5.13B (+$646M)

3% more funds holding

Funds holding: 313 → 323 (+10)

0.46% more ownership

Funds ownership: 77.12% → 77.58% (+0.46%)

5% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 104

33% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $19.4M

Holders
323
Holders Change
+10
Holders Change %
+3.19%
% of All Funds
5.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
52
Increased
99
Reduced
104
Closed
33
Calls
$13.1M
Puts
$19.4M
Net Calls
-$6.38M
Net Calls Change
+$5.08M

Top Buyers

1
LAM
Lyrical Asset Management
New York
+$88.4M
2
IC
Impactive Capital
New York
+$40M
3
Capital International Investors
Capital International Investors
California
+$24M
4
BlackRock
BlackRock
New York
+$17.9M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$8.37M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$29.4M
2
TBC
Tweedy, Browne Co
Connecticut
-$27.5M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$23.2M
4
Marshall Wace
Marshall Wace
United Kingdom
-$21.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
226
SVB Wealth
Massachusetts
$221K +$202K +1,659 New
9WM
227
9258 Wealth Management
Ohio
$219K +$199K +1,641 New
HCM
228
Hilton Capital Management
New York
$216K – – –
PA
229
Profund Advisors
Maryland
$208K +$190K +1,560 New
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$202K -$7.54K -62 -4%
HighTower Advisors
231
HighTower Advisors
Illinois
$202K +$184K +1,517 New
OAM
232
Oppenheimer Asset Management
New York
$201K +$183K +1,509 New
Dimensional Fund Advisors
233
Dimensional Fund Advisors
Texas
$198K -$3.67M -30,191 -2%
MA
234
Montag & Associates
Georgia
$163K – – –
AAM
235
Advisors Asset Management
Colorado
$162K +$39.1K +322 +36%
Royal Bank of Canada
236
Royal Bank of Canada
Ontario, Canada
$156K +$8.99K +74 +7%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$144K +$56.8K +467 +76%
DCM
238
Dupont Capital Management
Delaware
$143K +$131K +1,076 New
LSV Asset Management
239
LSV Asset Management
Illinois
$136K – – –
FCA
240
FinTrust Capital Advisors
South Carolina
$133K – – –
Bessemer Group
241
Bessemer Group
New Jersey
$113K – – –
Lazard Asset Management
242
Lazard Asset Management
New York
$100K – – –
QC
243
Quent Capital
New York
$93.5K +$1.09K +9 +1%
PFBT
244
Parkside Financial Bank & Trust
Missouri
$84.8K +$8.87K +73 +13%
BTI
245
Blue Trust Inc
Georgia
$75K +$43.8K +360 +117%
CTA
246
Colonial Trust Advisors
South Carolina
$63.1K +$57.6K +474 New
CSWM
247
Cassady Schiller Wealth Management
Ohio
$52.2K +$47.6K +392 New
SIC
248
Salem Investment Counselors
North Carolina
$47.5K – – –
FPB
249
First PREMIER Bank
South Dakota
$42K – – –
TPCW
250
TD Private Client Wealth
New York
$41.3K -$3.52K -29 -9%
8 9
10
11 12

CNXC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Concentrix (CNXC) for Q4 2022, worth a combined $5.13B — up 14% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CNXC positions and 33 closed out — a net gain of 19 holders — while 99 added to existing stakes and 104 trimmed.

The largest buyer was Lyrical Asset Management, opening a new position worth an estimated $88.4M. The largest seller was Victory Capital Management, cutting an estimated $29.4M.

  • 323 institutional investors held Concentrix (CNXC) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $5.13B of Concentrix stock for Q4 2022, up 14% quarter-over-quarter.
  • 52 funds opened new Concentrix positions in Q4 2022 and 33 closed out, a net change of +19 holders.
  • The largest Concentrix buyer in Q4 2022 was Lyrical Asset Management, an estimated $88.4M added.
  • The largest Concentrix seller in Q4 2022 was Victory Capital Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2022.