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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 %
RWM
301
RBA Wealth Management
California
$2.7K +$2.7K +18 New
OIA
302
Optimum Investment Advisors
Illinois
$2K
HPC
303
HM Payson & Co
Maine
$2K
ST
304
Sageworth Trust
Pennsylvania
$2K
RDFA
305
Ritter Daniher Financial Advisory
Ohio
$2K
AA
306
AlphaMark Advisors
Kentucky
$2K +$2K +12 New
SCA
307
Stonebridge Capital Advisors
Minnesota
$2K +$2K +14 New
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$1.88K -$8.51K -56,820 -82%
AssetMark Inc
309
AssetMark Inc
California
$1K -$1.34M -6,723 -100%
EI
310
Ellevest Inc
New York
$1K -$70K -350 -99%
DAC
311
Dividend Assets Capital
South Carolina
$1K
LC
312
Lindbrook Capital
California
$1K
SWA
313
Sutton Wealth Advisors
Florida
$449
BBHC
314
Brown Brothers Harriman & Co
New York
$79
MFIMFI
315
Mesirow Financial Investment Management - Fixed Income
Illinois
-$8.63M -87,384 Closed
Axa
316
Axa
France
-$8.04M -81,500 Closed
WCMNY
317
Westchester Capital Management (New York)
New York
-$3.84M -38,900 Closed
SGCIA
318
Smith Graham & Co Investment Advisors
Texas
-$3.4M -34,417 Closed
SCM
319
Solas Capital Management
Connecticut
-$3.02M -30,600 Closed
FPA
320
First Pacific Advisors
California
-$2.51M -25,461 Closed
Squarepoint
321
Squarepoint
New York
-$2.42M -24,488 Closed
LNWWM
322
Laird Norton Wetherby Wealth Management
California
-$2.26M -22,917 Closed
MSA
323
Mason Street Advisors
Wisconsin
-$2.17M -22,002 Closed
Franklin Resources
324
Franklin Resources
California
-$1.74M -17,594 Closed
PI
325
Putnam Investments
Massachusetts
-$1.62M -16,447 Closed