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Concentrix
CNXC

Overview Fund Activity

298 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, 89 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+6
Holders Change %
+2.05%
% of All Funds
4.33%
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
89
Closed
43
Calls
$22.2M
Puts
$31.5M
Net Calls
-$9.24M
Net Calls Change
-$7.07M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$62.7M
2
Fidelity International
2
Fidelity International
Bermuda
$167M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$94M
4
LAM
4
Lyrical Asset Management
New York
$80.4M
5
PCMI
5
Paradigm Capital Management Inc
New York
$39.5M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$17.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$467M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57M
4
ER
4
EVR Research
Virginia
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$10.2K -$4.37K -69 -30%
UB
252
UMB Bank
Missouri
$9.37K +$1.65K +26 +21%
SFCL
253
Strengthening Families & Communities LLC
Massachusetts
$8K +$8K +126 New
SIC
254
SJS Investment Consulting
Ohio
$7.97K -$380 -6 -5%
PA
255
Parallel Advisors
California
$6.52K -$190 -3 -3%
S
256
SignatureFD
Georgia
$6.46K -$5.39K -85 -45%
OSNBOA
257
Old Second National Bank of Aurora
Illinois
$6.39K – – –
GJWM
258
Gilliland Jeter Wealth Management
Arkansas
$6.33K – – –
AWM
259
AllSquare Wealth Management
New York
$6.33K – – –
PWMG
260
Private Wealth Management Group
New Jersey
$6.27K +$6.27K +99 New
MA
261
MCF Advisors
Kentucky
$5.38K – – –
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$5.06K – – –
HWP
263
Highline Wealth Partners
California
$5K – – –
IA
264
IFP Advisors
Florida
$4.8K – – –
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$4.31K – – –
CAM
266
ClariVest Asset Management
California
$4.05K +$2.59K +41 +178%
ST
267
Smithfield Trust
Pennsylvania
$4K – – –
FFA
268
Farther Finance Advisors
California
$3.44K +$1.66K +26 +93%
NA
269
NewEdge Advisors
Louisiana
$3.42K -$4.24K -67 -55%
VWM
270
Venturi Wealth Management
Texas
$3.42K +$1.9K +30 +125%
GWSG
271
GPS Wealth Strategies Group
Colorado
$3.29K -$5.44K -86 -62%
BCWM
272
Bartlett & Co Wealth Management
Ohio
$3.23K – – –
SS
273
Sunbelt Securities
Texas
$3.16K – – –
CAL
274
Capital Advisors Ltd
Ohio
$3K – – –
BCV
275
Banque Cantonale Vaudoise
Switzerland
$3K – – –
9 10
11
12 13