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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
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$3.71K
MA
252
MCF Advisors
Kentucky
$3.68K
VWM
253
Valley Wealth Managers
New Jersey
$3.55K -$91.8K -2,065 -96%
HWP
254
Highline Wealth Partners
California
$3.42K
IA
255
IFP Advisors
Florida
$3.33K +$44 +1 +1%
GRP
256
Global Retirement Partners
California
$3.16K +$2.18K +49 +204%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$2.95K
TPCW
258
TD Private Client Wealth
New York
$2.81K -$7.56K -170 -72%
S
259
SignatureFD
Georgia
$2.77K -$1.69K -38 -37%
MCM
260
MAI Capital Management
Ohio
$2.64K +$2.71K +61 New
SAM
261
Smartleaf Asset Management
Massachusetts
$2.53K -$7.87K -177 -75%
GWSG
262
GPS Wealth Strategies Group
Colorado
$2.25K
OSNBOA
263
Old Second National Bank of Aurora
Illinois
$2.16K -$2.27K -51 -50%
SS
264
Sunbelt Securities
Texas
$2.15K
FFA
265
Farther Finance Advisors
California
$2.12K -$756 -17 -26%
WA
266
Whipplewood Advisors
Colorado
$2.12K +$2.18K +49 New
CAL
267
Capital Advisors Ltd
Ohio
$2K -$11.3K -253 -82%
HWM
268
Hemington Wealth Management
Virginia
$2K -$44 -1 -2%
ST
269
Smithfield Trust
Pennsylvania
$2K
QCG
270
Quadrant Capital Group
Ohio
$1.99K +$1.33K +30 +188%
SC
271
Solstein Capital
California
$1.64K
PWMG
272
Private Wealth Management Group
New Jersey
$1.6K -$2.76K -62 -63%
WA
273
WPG Advisers
Maryland
$1.56K +$1.6K +36 New
AssetMark Inc
274
AssetMark Inc
California
$1.39K +$1.42K +32 New
CIAM
275
Caitong International Asset Management
Hong Kong
$1.3K +$1.33K +30 New