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Concentrix

302 hedge funds and large institutions have $4.13B invested in Concentrix in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 103 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

37% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $11.8M

23% more capital invested

Capital invested by funds: $3.36B → $4.13B (+$762M)

18.76% more ownership

Funds ownership: 80.09%98.85% (+19%)

18% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 103

5% less funds holding

Funds holding: 318302 (-16)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

Holders
302
Holders Change
-16
Holders Change %
-5.03%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
122
Reduced
103
Closed
47
Calls
$16.2M
Puts
$11.8M
Net Calls
+$4.35M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
276
Banque Cantonale Vaudoise
Switzerland
$4K
ST
277
Smithfield Trust
Pennsylvania
$4K
CAL
278
Capital Advisors Ltd
Ohio
$4K +$235 +3 +6%
NA
279
NewEdge Advisors
Louisiana
$3.92K -$1.18K -15 -23%
GEA
280
Glen Eagle Advisors
New Jersey
$3.85K
TWC
281
TD Waterhouse Canada
Ontario, Canada
$3.08K
SC
282
Solstein Capital
California
$3.04K
DAM
283
Delta Asset Management
Tennessee
$2.96K
CA
284
Crewe Advisors
Utah
$2.32K
CAM
285
ClariVest Asset Management
California
$2K
VCM
286
Versant Capital Management
Arizona
$1.84K +$1.02K +13 +130%
SWA
287
Sutton Wealth Advisors
Florida
$1.52K +$1.25K +16 +533%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$1.44K -$157 -2 -10%
BAAM
289
Baker Avenue Asset Management
California
$1.36K +$1.33K +17 New
Bessemer Group
290
Bessemer Group
New Jersey
$1K -$2.51K -32 -76%
TFA
291
Transamerica Financial Advisors
Florida
$1K
AW
292
Avion Wealth
Texas
$1K +$549 +7 +117%
AF
293
Allworth Financial
California
$964 +$235 +3 +33%
RDFA
294
Ritter Daniher Financial Advisory
Ohio
$962
FFA
295
Farther Finance Advisors
California
$881 +$235 +3 +38%
JWA
296
JFS Wealth Advisors
Pennsylvania
$561 -$784 -10 -59%
AF
297
Advisornet Financial
Minnesota
$561 +$235 +3 +75%
LC
298
Lindbrook Capital
California
$401
FGAM
299
Financial Gravity Asset Management
Texas
$268 -$6.12K -78 -96%
HPC
300
HM Payson & Co
Maine
$81 -$11.1K -141 -99%

CNXC Hedge Fund Activity: Q3 2023 in Review

302 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Concentrix (CNXC) for Q3 2023, worth a combined $4.13B — up 23% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CNXC and 34 opened new positions — a net loss of 13 holders — while 103 trimmed existing stakes and 122 added.

The largest buyer was Power Corp of Canada, opening a new position worth an estimated $688M. The largest seller was Capital International Investors, cutting an estimated $55.8M.

  • 302 institutional investors held Concentrix (CNXC) as of Q3 2023, down from 318 in Q2 2023.
  • Funds reported $4.13B of Concentrix stock for Q3 2023, up 23% quarter-over-quarter.
  • 34 funds opened new Concentrix positions in Q3 2023 and 47 closed out, a net change of -13 holders.
  • The largest Concentrix buyer in Q3 2023 was Power Corp of Canada, an estimated $688M added.
  • The largest Concentrix seller in Q3 2023 was Capital International Investors, an estimated $55.8M sold.

Based on aggregated 13F filings for Q3 2023.