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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
ACM
301
AUA Capital Management
Pennsylvania
$2.26K -$243 -2 -11%
SC
302
Schubert & Co
Texas
$2K -$243 -2 -12%
JWA
303
JFS Wealth Advisors
Pennsylvania
$2K +$1.09K +9 +150%
ASN
304
Advisory Services Network
Georgia
$1.86K +$1.7K +14 New
HI
305
Harbour Investments
Wisconsin
$1.73K -$122 -1 -7%
WTC
306
WhitTier Trust Company
Nevada
$1.73K +$1.58K +13 New
RDFA
307
Ritter Daniher Financial Advisory
Ohio
$1.6K – – –
WT
308
Whittier Trust
California
$1.46K – – –
CCM
309
Cribstone Capital Management
Maine
$1.33K – – –
SWA
310
Sutton Wealth Advisors
Florida
$1.06K -$122 -1 -11%
AA
311
AlphaMark Advisors
Kentucky
$1K – – –
TFA
312
Transamerica Financial Advisors
Florida
$1K – – –
AF
313
Advisornet Financial
Minnesota
$799 +$729 +6 New
AWM
314
Accurate Wealth Management
Florida
$684 +$608 +5 New
DI
315
Disciplined Investments
Oklahoma
$666 -$122 -1 -17%
BCM
316
Bourgeon Capital Management
Connecticut
$533 – – –
TWA
317
TCI Wealth Advisors
Arizona
$533 +$243 +2 +100%
TCWA
318
Ten Capital Wealth Advisors
Washington
$399 – – –
VCM
319
Versant Capital Management
Arizona
$266 – – –
GWS
320
Glassman Wealth Services
Virginia
$266 +$243 +2 New
TWP
321
TFO Wealth Partners
Ohio
$41 +$122 +1 New
Ninety One (UK)
322
Ninety One (UK)
United Kingdom
– -$23.2M -208,037 Closed
Arrowstreet Capital
323
Arrowstreet Capital
Massachusetts
– -$10.3M -91,941 Closed
Capital World Investors
324
Capital World Investors
California
– -$8.97M -80,390 Closed
Qube Research & Technologies (QRT)
325
Qube Research & Technologies (QRT)
United Kingdom
– -$7.75M -69,470 Closed
11 12
13
14 15

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.