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Concentrix

339 hedge funds and large institutions have $2.45B invested in Concentrix in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

21% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $27M

22% less capital invested

Capital invested by funds: $3.16B → $2.45B (-$706M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$27M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$594K
UIM
152
Unified Investment Management
Georgia
$590K
JIR
153
James Investment Research
Ohio
$585K
CL
154
CSS LLC
Illinois
$581K
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$577K
SC
156
SummitTX Capital
Texas
$574K
VPIM
157
Vanguard Personalized Indexing Management
California
$558K
BFS
158
Bradley Foster & Sargent
Connecticut
$546K
GC
159
Guggenheim Capital
Illinois
$540K
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$538K
LNWWM
161
Laird Norton Wetherby Wealth Management
California
$536K
BJL
162
Brighton Jones LLC
Washington
$535K
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$530K
American Century Companies
164
American Century Companies
Missouri
$524K
SRL
165
Scientech Research LLC
New Jersey
$522K
ASRS
166
Arizona State Retirement System
Arizona
$516K
Creative Planning
167
Creative Planning
Kansas
$511K
SOMRS
168
State of Michigan Retirement System
Michigan
$493K
VA
169
Vident Advisory
Georgia
$490K
C
170
Covestor
United Kingdom
$490K
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$489K
BC
172
Bayforest Capital
United Kingdom
$479K
SPS
173
Susquehanna Portfolio Strategies
Pennsylvania
$474K
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$474K
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$460K