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

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$89.2M
2
ABI
2
Abrams Bison Investments
Maryland
$0
3
Invesco
3
Invesco
Georgia
$14.6M
4
DZ Bank
4
DZ Bank
Germany
$972K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Crewe Advisors
Utah
$3.53K -$1.46K -12 -29%
CAM
302
ClariVest Asset Management
California
$3K -$130 -1 -4%
Amundi
303
Amundi
France
$2.94K -$1.35M -11,964 -100%
IA
304
IFP Advisors
Florida
$2.8K -$7.84K -112 -74%
QCG
305
Quadrant Capital Group
Ohio
$2.68K – – –
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$2.43K – – –
SC
307
Schubert & Co
Texas
$2.43K +$608 +5 +33%
SFG
308
Steward Financial Group
Texas
$2K +$1.5K +15 +300%
JWA
309
JFS Wealth Advisors
Pennsylvania
$1.82K – – –
RDFA
310
Ritter Daniher Financial Advisory
Ohio
$1.46K – – –
WT
311
Whittier Trust
California
$1.34K – – –
AF
312
Allworth Financial
California
$1.09K +$1.09K +9 New
Bessemer Group
313
Bessemer Group
New Jersey
$1K -$120K -839 -99%
AA
314
AlphaMark Advisors
Kentucky
$1K – – –
TFA
315
Transamerica Financial Advisors
Florida
$1K – – –
AF
316
Advisornet Financial
Minnesota
$972 +$243 +2 +33%
DI
317
Disciplined Investments
Oklahoma
$972 +$365 +3 +60%
TWA
318
TCI Wealth Advisors
Arizona
$608 +$122 +1 +25%
GWS
319
Glassman Wealth Services
Virginia
$486 +$243 +2 +100%
SWA
320
Sutton Wealth Advisors
Florida
$365 -$608 -5 -63%
TCWA
321
Ten Capital Wealth Advisors
Washington
$365 – – –
FGAM
322
Financial Gravity Asset Management
Texas
$273 -$25 -11 -8%
VCM
323
Versant Capital Management
Arizona
$243 – – –
CFGS
324
Concourse Financial Group Securities
Alabama
$121 +$121 +1 New
ABI
325
Abrams Bison Investments
Maryland
– -$48.2M -362,000 Closed
11 12
13
14 15