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Concentrix

291 hedge funds and large institutions have $2.48B invested in Concentrix in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 77

38% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $11M

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

5.12% more ownership

Funds ownership: 83.15%88.27% (+5.1%)

2% more funds holding

Funds holding: 284291 (+7)

11% less capital invested

Capital invested by funds: $2.77B → $2.48B (-$292M)

Holders
291
Holders Change
+7
Holders Change %
+2.46%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
59
Increased
110
Reduced
77
Closed
48
Calls
$15.1M
Puts
$11M
Net Calls
+$4.12M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
W
226
WealthCollab
Washington
$13.4K +$13.8K +310 New
VCM
227
Versant Capital Management
Arizona
$13.4K +$2.71K +61 +25%
RWS
228
Retirement Wealth Solutions
Wisconsin
$13.1K +$12.7K +286 New
GI
229
GAMMA Investing
California
$12.3K -$19.8K -445 -61%
BBHC
230
Brown Brothers Harriman & Co
New York
$11.5K -$6.45K -145 -35%
PA
231
Pineridge Advisors
Missouri
$11.3K
AAM
232
Advisors Asset Management
Colorado
$10.8K -$44 -1 -0.4%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$9.82K +$7.83K +176 +345%
WSFS
234
Wilmington Savings Fund Society
Delaware
$8.87K -$44 -1 -0.5%
BIG
235
Brooklyn Investment Group
New York
$8.74K +$8.05K +181 +862%
MCM
236
Manchester Capital Management
Vermont
$8.65K
RA
237
Rise Advisors
New York
$8.32K +$44 +1 +0.5%
IBOK
238
Independence Bank of Kentucky
Kentucky
$8.22K +$8.45K +190 New
VNA
239
Valley National Advisers
Pennsylvania
$8K
PA
240
Parallel Advisors
California
$7.49K +$3.11K +70 +68%
BIA
241
Bell Investment Advisors
California
$6.88K -$133 -3 -2%
SIC
242
SJS Investment Consulting
Ohio
$5.45K
SFCL
243
Strengthening Families & Communities LLC
Massachusetts
$5K
NA
244
NewEdge Advisors
Louisiana
$4.38K +$2.09K +47 +87%
LFG
245
Larson Financial Group
Missouri
$4.37K +$4.49K +101 New
DB
246
Danske Bank
Denmark
$4.33K -$940K -21,144 -100%
AWM
247
AllSquare Wealth Management
New York
$4.33K
Walleye Capital
248
Walleye Capital
New York
$4.33K +$4.45K +100 New
GWM
249
Geneos Wealth Management
Colorado
$4.24K +$489 +11 +13%
SS
250
SBI Securities
Japan
$3.72K +$3.83K +86 New