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Concentrix

302 hedge funds and large institutions have $4.13B invested in Concentrix in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 103 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

37% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $11.8M

23% more capital invested

Capital invested by funds: $3.36B → $4.13B (+$762M)

18.76% more ownership

Funds ownership: 80.09%98.85% (+19%)

18% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 103

5% less funds holding

Funds holding: 318302 (-16)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

Holders
302
Holders Change
-16
Holders Change %
-5.03%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
122
Reduced
103
Closed
47
Calls
$16.2M
Puts
$11.8M
Net Calls
+$4.35M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$403K +$394K +5,027 New
ACM
177
Aquatic Capital Management
Illinois
$401K -$384K -4,900 -49%
NSEDCP
178
NJ State Employees Deferred Compensation Plan
New Jersey
$401K
RJFSA
179
Raymond James Financial Services Advisors
Florida
$391K -$26.3K -335 -6%
IC
180
IEQ Capital
California
$382K +$126K +1,607 +51%
RIA
181
Regal Investment Advisors
Michigan
$379K +$1.25K +16 +0.3%
Simplex Trading
182
Simplex Trading
Illinois
$376K -$107K -1,358 -22%
CAM
183
Cresset Asset Management
Illinois
$374K +$366K +4,666 New
MWC
184
MBM Wealth Consultants
Missouri
$370K +$140K +1,784 +62%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$368K -$726K -9,257 -65%
LAM
186
Lingohr Asset Management
Germany
$368K
Verition Fund Management
187
Verition Fund Management
Connecticut
$367K -$229K -2,921 -39%
Creative Planning
188
Creative Planning
Kansas
$367K +$160K +2,037 +80%
AIA
189
Affinity Investment Advisors
California
$355K
MMA
190
Miracle Mile Advisors
California
$350K +$13.2K +168 +4%
TRCT
191
Tower Research Capital (TRC)
New York
$347K +$134K +1,713 +65%
YIH
192
Y-Intercept (HK)
Hong Kong
$342K -$1.03M -13,092 -75%
QT
193
Quantbot Technologies
New York
$336K -$1.79M -22,786 -84%
NRD
194
Nebula Research & Development
New York
$334K +$25.7K +327 +9%
YMRC
195
Yorktown Management & Research Company
Virginia
$328K +$110K +1,400 +52%
OAM
196
Oppenheimer Asset Management
New York
$309K +$314 +4 +0.1%
TSS
197
Two Sigma Securities
New York
$302K +$296K +3,771 New
CGH
198
Crossmark Global Holdings
Texas
$296K +$5.49K +70 +2%
Deutsche Bank
199
Deutsche Bank
Germany
$294K -$43.6K -556 -13%
SAM
200
Securian Asset Management
Minnesota
$293K -$11.1K -142 -4%