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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 %
MCM
251
Manchester Capital Management
Vermont
$19.6K
BIA
252
Bell Investment Advisors
California
$17.8K +$2.95K +30 +20%
PCM
253
Peregrine Capital Management
Minnesota
$17.7K
Nomura Asset Management
254
Nomura Asset Management
Japan
$15.7K
S
255
SignatureFD
Georgia
$15.6K +$1.08K +11 +7%
QL
256
Quarry LP
New York
$13.1K +$13.1K +133 New
CFGS
257
Concourse Financial Group Securities
Alabama
$13.1K +$13.1K +133 New
SIC
258
SJS Investment Consulting
Ohio
$13K
KI
259
Kapitalo Investimentos
Brazil
$12.4K +$12.4K +126 New
QCG
260
Quadrant Capital Group
Ohio
$12K +$3.83K +39 +47%
FFA
261
Farther Finance Advisors
California
$11.7K +$10.6K +108 +982%
JWM
262
Janiczek Wealth Management
Colorado
$11.5K -$982 -10 -8%
GRP
263
Global Retirement Partners
California
$11.4K
UB
264
UMB Bank
Missouri
$10.7K -$2.26K -23 -17%
PA
265
Parallel Advisors
California
$10.4K +$491 +5 +5%
OSNBOA
266
Old Second National Bank of Aurora
Illinois
$9.92K
GWS
267
Glassman Wealth Services
Virginia
$9.92K +$687 +7 +7%
CA
268
Centerpoint Advisors
Massachusetts
$9K +$9K +94 New
ASN
269
Advisory Services Network
Georgia
$8.95K +$8.95K +91 New
MA
270
MCF Advisors
Kentucky
$8.35K
HCP
271
Hexagon Capital Partners
Arkansas
$7.86K -$1.77K -18 -18%
Mitsubishi UFJ Asset Management
272
Mitsubishi UFJ Asset Management
Japan
$7.76K
HWP
273
Highline Wealth Partners
California
$7.76K
NA
274
NewEdge Advisors
Louisiana
$7.76K +$2.95K +30 +61%
IA
275
IFP Advisors
Florida
$7.45K -$8.92K -91 -54%