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Concentrix

344 hedge funds and large institutions have $3.27B invested in Concentrix in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+54
Holders Change %
+18.62%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
94
Increased
96
Reduced
102
Closed
33
Calls
$23.7M
Puts
$16.7M
Net Calls
+$7.03M
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
251
Parkside Financial Bank & Trust
Missouri
$81.6K +$14.8K +266 +22%
GWM
252
Geneos Wealth Management
Colorado
$80K +$74.5K +1,339 +1,366%
EWA
253
EverSource Wealth Advisors
Alabama
$76.6K +$53.2K +957 +228%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$69.2K -$6.4K -115 -8%
EWP
255
Elevation Wealth Partners
California
$64.4K -$26.2K -471 -29%
CA
256
Clearstead Advisors
Ohio
$61.9K +$61.9K +1,112 New
CCM
257
Coldstream Capital Management
Washington
$58.3K +$58.3K +1,048 New
Nomura Asset Management
258
Nomura Asset Management
Japan
$55.6K +$32.8K +590 +144%
QL
259
Quarry LP
New York
$53.6K -$87.7K -1,576 -62%
QCG
260
Quadrant Capital Group
Ohio
$52K +$49.5K +889 +1,933%
DekaBank Deutsche Girozentrale
261
DekaBank Deutsche Girozentrale
Germany
$52K
FHA
262
First Horizon Advisors
Tennessee
$46.8K +$24.7K +444 +112%
TWD
263
True Wealth Design
Ohio
$46.5K +$46.5K +835 New
UB
264
UMB Bank
Missouri
$37.6K +$12.1K +217 +47%
HCP
265
Hexagon Capital Partners
Arkansas
$30.7K +$1.89K +34 +7%
CIAS
266
CBIZ Investment Advisory Services
Ohio
$27.5K -$167 -3 -0.6%
QC
267
Quent Capital
New York
$27.2K +$56 +1 +0.2%
SW
268
SVB Wealth
Massachusetts
$21.8K +$21.8K +391 New
SIC
269
Salem Investment Counselors
North Carolina
$19.9K
CA
270
Centerpoint Advisors
Massachusetts
$19K
W
271
WealthCollab
Washington
$18.9K +$1.61K +29 +9%
RWS
272
Retirement Wealth Solutions
Wisconsin
$15.9K
LI
273
LRI Investments
Florida
$15K -$3.62K -65 -19%
BBHC
274
Brown Brothers Harriman & Co
New York
$14.7K
PS
275
Principal Securities
Iowa
$14.5K