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Concentrix

311 hedge funds and large institutions have $5.16B invested in Concentrix in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+9
Holders Change %
+2.98%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
121
Reduced
82
Closed
46
Calls
$28.6M
Puts
$26.5M
Net Calls
+$2.11M
Net Calls Change
-$2.24M
Name Holding Trade Value Shares
Change
Shares
Change %
C
226
Covestor
United Kingdom
$126K -$23.8K -242 -16%
MA
227
Montag & Associates
Georgia
$120K
TPCW
228
TD Private Client Wealth
New York
$108K +$31.8K +324 +42%
SPIA
229
Steward Partners Investment Advisory
New York
$104K +$4.03K +41 +4%
Walleye Capital
230
Walleye Capital
New York
$103K +$76.7K +781 +294%
EWA
231
EverSource Wealth Advisors
Alabama
$102K -$26.6K -271 -21%
LSV Asset Management
232
LSV Asset Management
Illinois
$100K
FCA
233
FinTrust Capital Advisors
South Carolina
$98.2K
BTI
234
Blue Trust Inc
Georgia
$92K +$21.1K +264 +30%
KBC Group
235
KBC Group
Belgium
$83K +$22.8K +233 +38%
QC
236
Quent Capital
New York
$69.1K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$61.9K +$36.7K +374 +146%
CSWM
238
Cassady Schiller Wealth Management
Ohio
$38.5K
HT
239
Headlands Technologies
Illinois
$37.6K -$42.5K -433 -53%
SIC
240
Salem Investment Counselors
North Carolina
$35.1K
PA
241
Pineridge Advisors
Missouri
$34.9K +$34.9K +355 New
HNB
242
Huntington National Bank
Ohio
$34.7K +$34.6K +352 +35,200%
FHA
243
First Horizon Advisors
Tennessee
$33.6K +$26.6K +271 +382%
DA
244
Denali Advisors
California
$33.2K
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$31.5K +$884 +9 +3%
BBHC
246
Brown Brothers Harriman & Co
New York
$26K
AAP
247
Arax Advisory Partners
Colorado
$22.9K +$22.9K +233 New
AAM
248
Advisors Asset Management
Colorado
$21.3K -$49.6K -505 -70%
VNA
249
Valley National Advisers
Pennsylvania
$21K
PS
250
Principal Securities
Iowa
$20.1K +$20.1K +205 New