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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 %
OTL
201
Oak Thistle LLC
New York
$276K +$276K +2,814 New
BHCM
202
Brevan Howard Capital Management
Jersey
$271K +$271K +2,763 New
PRC
203
Pearl River Capital
Michigan
$270K +$270K +2,745 New
Bessemer Group
204
Bessemer Group
New Jersey
$269K +$268K +2,724 +27,240%
FHB
205
First Hawaiian Bank
Hawaii
$265K -$40.3K -410 -13%
AIA
206
Affinity Investment Advisors
California
$263K -$172K -1,750 -39%
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$263K +$263K +2,678 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$255K +$57.8K +590 +29%
First Manhattan
209
First Manhattan
New York
$250K
LPL Financial
210
LPL Financial
California
$246K +$246K +2,506 New
ProShare Advisors
211
ProShare Advisors
Maryland
$244K +$244K +2,488 New
SCA
212
Snowden Capital Advisors
New York
$241K +$241K +2,451 New
URS
213
Utah Retirement Systems
Utah
$236K +$236K +2,400 New
M&T Bank
214
M&T Bank
New York
$233K +$233K +2,366 New
CI Investments Inc
215
CI Investments Inc
Ontario, Canada
$230K -$11.4K -116 -5%
AWM
216
AE Wealth Management
Kansas
$211K +$211K +2,317 New
CCM
217
Coldstream Capital Management
Washington
$206K +$206K +2,100 New
CC
218
Centiva Capital
New York
$203K +$203K +2,066 New
EWP
219
Elevation Wealth Partners
California
$179K
PCM
220
Penserra Capital Management
California
$175K +$175K +1,782 New
SG Americas Securities
221
SG Americas Securities
New York
$171K -$71.8K -731 -30%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$150K +$1.96K +20 +1%
AssetMark Inc
223
AssetMark Inc
California
$149K +$44.4K +452 +43%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$145K +$12.1K +123 +9%
Citadel Advisors
225
Citadel Advisors
Florida
$142K -$10.5M -106,825 -99%