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Concentrix

316 hedge funds and large institutions have $5.82B invested in Concentrix in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 73 increasing their positions, 112 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+27
Holders Change %
+9.34%
% of All Funds
5.56%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.12%
New
70
Increased
73
Reduced
112
Closed
42
Calls
$7.73M
Puts
$1.57M
Net Calls
+$6.15M
Net Calls Change
+$4.49M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
276
Quadrant Capital Group
Ohio
$11K
FPS
277
Fieldpoint Private Securities
Connecticut
$9K
FHA
278
First Horizon Advisors
Tennessee
$9K
MA
279
MCF Advisors
Kentucky
$9K
CPFP
280
Clear Perspectives Financial Planning
Ohio
$9K
PMFA
281
Plante Moran Financial Advisors
Michigan
$9K +$8.42K +58 +1,450%
GI
282
Gradient Investments
Minnesota
$9K +$9K +61 New
ST
283
Smithfield Trust
Pennsylvania
$8K
JWM
284
Janiczek Wealth Management
Colorado
$8K
CCM
285
Cribstone Capital Management
Maine
$7K -$3.11K -20 -31%
IA
286
IFP Advisors
Florida
$7K -$913 -6 -12%
WAP
287
Wealthcare Advisory Partners
Pennsylvania
$7K +$7K +45 New
GWSG
288
GPS Wealth Strategies Group
Colorado
$7K +$7K +52 New
ACM
289
AUA Capital Management
Pennsylvania
$6K -$632 -4 -10%
DAM
290
Delta Asset Management
Tennessee
$6K
SL
291
Savior LLC
Massachusetts
$6K
SC
292
Solstein Capital
California
$6K +$6K +38 New
SWG
293
Summit Wealth Group
Vermont
$6K +$6K +40 New
BFEC
294
Benjamin F. Edwards & Company
Missouri
$5K
WP
295
WealthShield Partners
North Carolina
$5K +$5K +34 New
Bessemer Group
296
Bessemer Group
New Jersey
$4K
CA
297
Crewe Advisors
Utah
$4K
SWM
298
Spire Wealth Management
Virginia
$4K +$4K +30 New
HR
299
Howe & Rusling
New York
$3K -$474 -3 -14%
FF
300
FourThought Financial
Florida
$3K