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Concentrix

311 hedge funds and large institutions have $5.16B invested in Concentrix in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+9
Holders Change %
+2.98%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
121
Reduced
82
Closed
46
Calls
$28.6M
Puts
$26.5M
Net Calls
+$2.11M
Net Calls Change
-$2.24M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
176
Regal Investment Advisors
Michigan
$466K +$1.67K +17 +0.4%
DTL
177
Dynamic Technology Lab
Singapore
$465K -$428K -4,359 -48%
VA
178
Vident Advisory
Georgia
$460K +$121K +1,235 +36%
Capstone Investment Advisors
179
Capstone Investment Advisors
New York
$459K +$459K +4,674 New
LAM
180
Lingohr Asset Management
Germany
$452K
CFMC
181
Curbstone Financial Management Corp
New Hampshire
$452K +$452K +4,600 New
Truist Financial
182
Truist Financial
North Carolina
$440K +$440K +4,484 New
SS
183
Simplicity Solutions
Minnesota
$427K +$126K +1,287 +42%
BFG
184
Bleakley Financial Group
New Jersey
$427K +$126K +1,287 +42%
MWC
185
MBM Wealth Consultants
Missouri
$422K -$9.13K -99 -2%
YMRC
186
Yorktown Management & Research Company
Virginia
$403K
SAM
187
Securian Asset Management
Minnesota
$392K +$32.5K +331 +9%
Neuberger Berman Group
188
Neuberger Berman Group
New York
$369K +$369K +3,755 New
SRL
189
Scientech Research LLC
New Jersey
$357K +$357K +3,637 New
Creative Planning
190
Creative Planning
Kansas
$356K -$93K -947 -21%
CGH
191
Crossmark Global Holdings
Texas
$329K -$28.6K -291 -8%
FIM
192
Freedom Investment Management
Connecticut
$327K -$29.3K -298 -8%
MSRPS
193
Maryland State Retirement & Pension System
Maryland
$326K
AWM
194
Axxcess Wealth Management
California
$323K
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$311K -$15K -153 -5%
GC
196
Guggenheim Capital
Illinois
$310K -$30.6K -312 -9%
OAM
197
Oppenheimer Asset Management
New York
$295K -$83.9K -854 -22%
CL
198
CSS LLC
Illinois
$295K
CGIM
199
Capital Group Investment Management
Singapore
$287K -$49.2K -501 -15%
PFU
200
Parus Finance (UK)
United Kingdom
$284K +$284K +2,894 New