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Concentrix
CNXC

Overview Fund Activity

292 hedge funds and large institutions have $3.42B invested in Concentrix in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 108 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-19
Holders Change %
-6.11%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
42
Increased
96
Reduced
108
Closed
60
Calls
$43.4M
Puts
$45.6M
Net Calls
-$2.17M
Net Calls Change
-$4.28M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$67.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$531M
3
CCM
Copeland Capital Management
Pennsylvania
$57.9M
4
IC
Impactive Capital
New York
$255M
5
Fidelity International
Fidelity International
Bermuda
$127M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.7M
2
Macquarie Group
Macquarie Group
Australia
$0
3
Morgan Stanley
Morgan Stanley
New York
$27.9M
4
SAM
Silvercrest Asset Management
New York
$12.1M
5
PIM
Provident Investment Management
Michigan
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Centerpoint Advisors
Massachusetts
$16K +$9.86K +151 +161%
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$15.2K -$6.03K -91 -28%
PS
228
Principal Securities
Iowa
$14.1K +$530 +8 +4%
VNA
229
Valley National Advisers
Pennsylvania
$14K +$622 +10 +5%
CIAS
230
CBIZ Investment Advisory Services
Ohio
$13.7K +$13.7K +207 New
EWA
231
EverSource Wealth Advisors
Alabama
$13.4K -$43.6K -797 -76%
MCM
232
Manchester Capital Management
Vermont
$13.2K – – –
RTC
233
Riverview Trust Company
Washington
$13.1K +$13.1K +198 New
RA
234
Rise Advisors
New York
$12.5K +$12.5K +189 New
S
235
SignatureFD
Georgia
$12.4K +$1.86K +28 +18%
PCM
236
Peregrine Capital Management
Minnesota
$11.9K – – –
Nomura Asset Management
237
Nomura Asset Management
Japan
$10.6K – – –
BIA
238
Bell Investment Advisors
California
$10.3K -$1.66K -25 -14%
BTI
239
Blue Trust Inc
Georgia
$9.8K -$66.4K -1,003 -87%
QL
240
Quarry LP
New York
$9.47K +$662 +10 +8%
GWSG
241
GPS Wealth Strategies Group
Colorado
$9.14K +$5.7K +86 +165%
SIC
242
SJS Investment Consulting
Ohio
$8.74K – – –
UB
243
UMB Bank
Missouri
$8.08K +$861 +13 +12%
NA
244
NewEdge Advisors
Louisiana
$8.02K +$2.78K +42 +53%
JWM
245
Janiczek Wealth Management
Colorado
$7.48K -$265 -4 -3%
PA
246
Parallel Advisors
California
$7.02K – – –
OSNBOA
247
Old Second National Bank of Aurora
Illinois
$6.69K – – –
GJWM
248
Gilliland Jeter Wealth Management
Arkansas
$6.62K +$6.62K +100 New
AWM
249
AllSquare Wealth Management
New York
$6.62K +$6.62K +100 New
CFFP
250
Center for Financial Planning
Michigan
$6.62K +$6.62K +100 New
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