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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
FIM
201
Freedom Investment Management
Connecticut
$291K +$23.9K +305 +9%
Tudor Investment Corp
202
Tudor Investment Corp
Connecticut
$281K -$7.66M -97,701 -97%
GC
203
Guggenheim Capital
Illinois
$278K -$278K -3,547 -51%
VA
204
Vident Advisory
Georgia
$276K +$270K +3,448 New
CGIM
205
Capital Group Investment Management
Singapore
$274K -$194K -2,478 -42%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$266K +$15.6K +199 +6%
MSRPS
207
Maryland State Retirement & Pension System
Maryland
$266K
UBS Group
208
UBS Group
Switzerland
$264K -$4.5M -57,314 -95%
AWM
209
Axxcess Wealth Management
California
$263K +$258K +3,288 New
FHB
210
First Hawaiian Bank
Hawaii
$249K +$8K +102 +3%
BFG
211
Bleakley Financial Group
New Jersey
$245K +$240K +3,056 New
SS
212
Simplicity Solutions
Minnesota
$245K +$240K +3,056 New
CL
213
CSS LLC
Illinois
$240K -$78.4K -1,000 -25%
Walleye Trading
214
Walleye Trading
New York
$240K -$519K -6,620 -69%
BCI
215
Brinker Capital Investments
Pennsylvania
$221K +$217K +2,762 New
OPS
216
Orion Portfolio Solutions
Nebraska
$221K +$217K +2,762 New
GS
217
GTS Securities
New York
$210K +$206K +2,622 New
HighTower Advisors
218
HighTower Advisors
Illinois
$207K +$204K +2,597 New
First Manhattan
219
First Manhattan
New York
$204K
SG Americas Securities
220
SG Americas Securities
New York
$198K +$69.1K +881 +55%
CI Investments Inc
221
CI Investments Inc
Ontario, Canada
$197K +$175K +2,228 +956%
Osaic Holdings
222
Osaic Holdings
Arizona
$183K +$31.9K +407 +22%
EWP
223
Elevation Wealth Partners
California
$179K
Lazard Asset Management
224
Lazard Asset Management
New York
$177K -$2.33M -29,646 -93%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$161K +$106K +1,352 +205%