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Concentrix
CNXC

323 hedge funds and large institutions have $5.13B invested in Concentrix in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $4.48B → $5.13B (+$646M)

3% more funds holding

Funds holding: 313 → 323 (+10)

0.46% more ownership

Funds ownership: 77.12% → 77.58% (+0.46%)

5% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 104

33% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $19.4M

Holders
323
Holders Change
+10
Holders Change %
+3.19%
% of All Funds
5.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
52
Increased
99
Reduced
104
Closed
33
Calls
$13.1M
Puts
$19.4M
Net Calls
-$6.38M
Net Calls Change
+$5.08M

Top Buyers

1
LAM
Lyrical Asset Management
New York
+$88.4M
2
IC
Impactive Capital
New York
+$40M
3
Capital International Investors
Capital International Investors
California
+$24M
4
BlackRock
BlackRock
New York
+$17.9M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$8.37M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$29.4M
2
TBC
Tweedy, Browne Co
Connecticut
-$27.5M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$23.2M
4
Marshall Wace
Marshall Wace
United Kingdom
-$21.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
276
Covestor
United Kingdom
$12K -$972 -8 -8%
BIA
277
Bell Investment Advisors
California
$10.5K +$2.19K +18 +30%
FHA
278
First Horizon Advisors
Tennessee
$9.05K +$1.58K +13 +24%
PTC
279
Private Trust Company
Ohio
$9K +$8.02K +66 New
CPFP
280
Clear Perspectives Financial Planning
Ohio
$8.26K – – –
RCM
281
Raleigh Capital Management
North Carolina
$8.26K +$7.54K +62 New
GI
282
Gradient Investments
Minnesota
$8.12K – – –
MA
283
MCF Advisors
Kentucky
$8.12K – – –
ST
284
Smithfield Trust
Pennsylvania
$7K – – –
BCV
285
Banque Cantonale Vaudoise
Switzerland
$6K – – –
CA
286
Crewe Advisors
Utah
$5.46K -$8.26K -68 -62%
TWC
287
TD Waterhouse Canada
Ontario, Canada
$5.09K – – –
SC
288
Solstein Capital
California
$5.06K – – –
BFEC
289
Benjamin F. Edwards & Company
Missouri
$5K – – –
DAM
290
Delta Asset Management
Tennessee
$4.93K +$4.5K +37 New
ACA
291
Atlas Capital Advisors
Wyoming
$4.66K – – –
TC
292
Truvestments Capital
Florida
$4.13K -$5.83K -48 -61%
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$4K – – –
CA
294
Clearstead Advisors
Ohio
$4K +$3.65K +30 New
EWA
295
EverSource Wealth Advisors
Alabama
$3.06K -$243 -2 -8%
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$3K -$243 -2 -8%
CAM
297
ClariVest Asset Management
California
$3K – – –
QCG
298
Quadrant Capital Group
Ohio
$2.93K – – –
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$2.66K – – –
BHWM
300
Beaird Harris Wealth Management
Texas
$2.53K +$2.31K +19 New
10 11
12
13 14

CNXC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Concentrix (CNXC) for Q4 2022, worth a combined $5.13B — up 14% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CNXC positions and 33 closed out — a net gain of 19 holders — while 99 added to existing stakes and 104 trimmed.

The largest buyer was Lyrical Asset Management, opening a new position worth an estimated $88.4M. The largest seller was Victory Capital Management, cutting an estimated $29.4M.

  • 323 institutional investors held Concentrix (CNXC) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $5.13B of Concentrix stock for Q4 2022, up 14% quarter-over-quarter.
  • 52 funds opened new Concentrix positions in Q4 2022 and 33 closed out, a net change of +19 holders.
  • The largest Concentrix buyer in Q4 2022 was Lyrical Asset Management, an estimated $88.4M added.
  • The largest Concentrix seller in Q4 2022 was Victory Capital Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2022.