We are live on ! Find out more
CNXC icon

Concentrix

302 hedge funds and large institutions have $4.13B invested in Concentrix in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 103 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

37% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $11.8M

23% more capital invested

Capital invested by funds: $3.36B → $4.13B (+$762M)

18.76% more ownership

Funds ownership: 80.09%98.85% (+19%)

18% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 103

5% less funds holding

Funds holding: 318302 (-16)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

Holders
302
Holders Change
-16
Holders Change %
-5.03%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
122
Reduced
103
Closed
47
Calls
$16.2M
Puts
$11.8M
Net Calls
+$4.35M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$122K +$74.1K +944 +163%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$120K -$1.18K -15 -1%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$109K +$8.94K +114 +9%
EWA
229
EverSource Wealth Advisors
Alabama
$105K +$59.1K +754 +135%
MA
230
Montag & Associates
Georgia
$98K
AssetMark Inc
231
AssetMark Inc
California
$85.1K -$4.86K -62 -6%
LSV Asset Management
232
LSV Asset Management
Illinois
$82K
SPIA
233
Steward Partners Investment Advisory
New York
$81.5K -$549 -7 -0.7%
FCA
234
FinTrust Capital Advisors
South Carolina
$80.1K
BTI
235
Blue Trust Inc
Georgia
$72K +$55.1K +703 +382%
HT
236
Headlands Technologies
Illinois
$65.4K +$64K +816 New
TPCW
237
TD Private Client Wealth
New York
$62.4K +$52.1K +664 +577%
AAM
238
Advisors Asset Management
Colorado
$57.8K -$21.3K -271 -27%
QC
239
Quent Capital
New York
$56.3K
KBC Group
240
KBC Group
Belgium
$49K +$48.4K +617 New
CSWM
241
Cassady Schiller Wealth Management
Ohio
$31.4K
SIC
242
Salem Investment Counselors
North Carolina
$28.6K
DA
243
Denali Advisors
California
$27.1K +$9.65K +123 +57%
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$25K +$11.5K +147 +89%
CTA
245
Colonial Trust Advisors
South Carolina
$21.9K -$15.7K -200 -42%
Walleye Capital
246
Walleye Capital
New York
$21.3K -$3.37M -42,961 -99%
BBHC
247
Brown Brothers Harriman & Co
New York
$21.2K
Royal Bank of Canada
248
Royal Bank of Canada
Ontario, Canada
$21K -$67.7K -863 -77%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$20.5K +$11.6K +148 +137%
VNA
250
Valley National Advisers
Pennsylvania
$17K

CNXC Hedge Fund Activity: Q3 2023 in Review

302 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Concentrix (CNXC) for Q3 2023, worth a combined $4.13B — up 23% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CNXC and 34 opened new positions — a net loss of 13 holders — while 103 trimmed existing stakes and 122 added.

The largest buyer was Power Corp of Canada, opening a new position worth an estimated $688M. The largest seller was Capital International Investors, cutting an estimated $55.8M.

  • 302 institutional investors held Concentrix (CNXC) as of Q3 2023, down from 318 in Q2 2023.
  • Funds reported $4.13B of Concentrix stock for Q3 2023, up 23% quarter-over-quarter.
  • 34 funds opened new Concentrix positions in Q3 2023 and 47 closed out, a net change of -13 holders.
  • The largest Concentrix buyer in Q3 2023 was Power Corp of Canada, an estimated $688M added.
  • The largest Concentrix seller in Q3 2023 was Capital International Investors, an estimated $55.8M sold.

Based on aggregated 13F filings for Q3 2023.