CNXC icon

Concentrix

311 hedge funds and large institutions have $5.16B invested in Concentrix in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+9
Holders Change %
+2.98%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
121
Reduced
82
Closed
46
Calls
$28.6M
Puts
$26.5M
Net Calls
+$2.11M
Net Calls Change
-$2.24M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
276
Venturi Wealth Management
Texas
$6.68K
National Bank of Canada
277
National Bank of Canada
Quebec, Canada
$6.63K -$1.83M -18,800 -100%
CA
278
Clearstead Advisors
Ohio
$6.29K +$6.29K +64 New
GI
279
Gradient Investments
Minnesota
$5.99K
GWSG
280
GPS Wealth Strategies Group
Colorado
$5.11K
FFO
281
Fortitude Family Office
Arizona
$5.01K +$5.01K +51 New
ST
282
Smithfield Trust
Pennsylvania
$5K
CAL
283
Capital Advisors Ltd
Ohio
$5K +$278 +3 +6%
GI
284
GAMMA Investing
California
$4.98K +$4.98K +56 New
SS
285
Sunbelt Securities
Texas
$4.91K
GEA
286
Glen Eagle Advisors
New Jersey
$4.71K
BCV
287
Banque Cantonale Vaudoise
Switzerland
$4K
SC
288
Solstein Capital
California
$3.73K
DAM
289
Delta Asset Management
Tennessee
$3.54K -$98 -1 -3%
BGAI
290
Bruce G. Allen Investments
Colorado
$3.34K +$3.34K +34 New
W
291
WealthCollab
Washington
$3.05K +$3.05K +31 New
PWMG
292
Private Wealth Management Group
New Jersey
$2.85K +$2.85K +29 New
BWM
293
BKM Wealth Management
Wisconsin
$2.46K +$2.46K +25 New
VCM
294
Versant Capital Management
Arizona
$2.26K
CAM
295
ClariVest Asset Management
California
$2.26K
LF
296
Lee Financial
Texas
$2.26K +$2.26K +23 New
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$1.77K
BFPW
298
BOK Financial Private Wealth
Colorado
$1.28K +$1.28K +13 New
RDFA
299
Ritter Daniher Financial Advisory
Ohio
$1.18K
AW
300
Avion Wealth
Texas
$1K -$1.17K -7 -54%