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Concentrix

297 hedge funds and large institutions have $3.3B invested in Concentrix in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 88

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

2% more funds holding

Funds holding: 292297 (+5)

1.24% more ownership

Funds ownership: 77.8%79.04% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $3.42B → $3.3B (-$115M)

29% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $31.5M

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
114
Reduced
88
Closed
44
Calls
$22.2M
Puts
$31.5M
Net Calls
-$9.24M
Net Calls Change
-$7.07M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
251
UMB Bank
Missouri
$9.37K +$1.56K +26 +21%
SFCL
252
Strengthening Families & Communities LLC
Massachusetts
$8K +$7.56K +126 New
SIC
253
SJS Investment Consulting
Ohio
$7.97K -$360 -6 -5%
PA
254
Parallel Advisors
California
$6.52K -$180 -3 -3%
S
255
SignatureFD
Georgia
$6.46K -$5.1K -85 -45%
OSNBOA
256
Old Second National Bank of Aurora
Illinois
$6.39K
AWM
257
AllSquare Wealth Management
New York
$6.33K
GJWM
258
Gilliland Jeter Wealth Management
Arkansas
$6.33K
PWMG
259
Private Wealth Management Group
New Jersey
$6.26K +$5.94K +99 New
MA
260
MCF Advisors
Kentucky
$5.38K
Mitsubishi UFJ Asset Management
261
Mitsubishi UFJ Asset Management
Japan
$5.06K
HWP
262
Highline Wealth Partners
California
$5K
IA
263
IFP Advisors
Florida
$4.8K
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$4.31K
CAM
265
ClariVest Asset Management
California
$4.05K +$2.46K +41 +178%
ST
266
Smithfield Trust
Pennsylvania
$4K
FFA
267
Farther Finance Advisors
California
$3.44K +$1.56K +26 +93%
NA
268
NewEdge Advisors
Louisiana
$3.42K -$4.02K -67 -55%
VWM
269
Venturi Wealth Management
Texas
$3.42K +$1.8K +30 +125%
GWSG
270
GPS Wealth Strategies Group
Colorado
$3.29K -$5.16K -86 -62%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$3.23K
SS
272
Sunbelt Securities
Texas
$3.16K
BCV
273
Banque Cantonale Vaudoise
Switzerland
$3K
CAL
274
Capital Advisors Ltd
Ohio
$3K
SC
275
Solstein Capital
California
$2.4K