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Concentrix
CNXC

Overview Fund Activity

325 hedge funds and large institutions have $4.93B invested in Concentrix in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 104 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
43
Increased
104
Reduced
110
Closed
37
Calls
$17.4M
Puts
$25.5M
Net Calls
-$8.06M
Net Calls Change
-$1.68M

Top Buyers

1
IC
Impactive Capital
New York
$201M
2
Vanguard Group
Vanguard Group
Pennsylvania
$515M
3
Capital International Investors
Capital International Investors
California
$476M
4
LAM
Lyrical Asset Management
New York
$109M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$959M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$89.2M
2
ABI
Abrams Bison Investments
Maryland
$0
3
Invesco
Invesco
Georgia
$14.6M
4
DZ Bank
DZ Bank
Germany
$972K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
276
Peregrine Capital Management
Minnesota
$14.6K – – –
HS
277
Horan Securities
United States
$13.5K – – –
PA
278
Parallel Advisors
California
$13.2K – – –
DA
279
Denali Advisors
California
$12.8K +$12.8K +105 New
LC
280
Lindbrook Capital
California
$12.5K – – –
OSNBOA
281
Old Second National Bank of Aurora
Illinois
$12.3K – – –
GRP
282
Global Retirement Partners
California
$10.9K – – –
MA
283
MCF Advisors
Kentucky
$10.3K +$2.92K +24 +39%
C
284
Covestor
United Kingdom
$9K -$2.63K -21 -23%
BIA
285
Bell Investment Advisors
California
$8.14K -$1.46K -12 -15%
PTC
286
Private Trust Company
Ohio
$8.02K – – –
NA
287
NewEdge Advisors
Louisiana
$7.78K -$36.5K -300 -82%
FHA
288
First Horizon Advisors
Tennessee
$7.54K -$729 -6 -9%
CPFP
289
Clear Perspectives Financial Planning
Ohio
$7.54K – – –
GI
290
Gradient Investments
Minnesota
$7.42K – – –
ST
291
Smithfield Trust
Pennsylvania
$7K – – –
GWSG
292
GPS Wealth Strategies Group
Colorado
$6.32K +$6.32K +52 New
SS
293
Sunbelt Securities
Texas
$6K +$6K +50 New
PFBT
294
Parkside Financial Bank & Trust
Missouri
$5.96K -$71.5K -588 -92%
BCV
295
Banque Cantonale Vaudoise
Switzerland
$5K – – –
SC
296
Solstein Capital
California
$4.62K – – –
TWC
297
TD Waterhouse Canada
Ontario, Canada
$4.52K – – –
DAM
298
Delta Asset Management
Tennessee
$4.5K – – –
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$3.77K +$851 +7 +29%
CA
300
Clearstead Advisors
Ohio
$3.65K – – –
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