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Concentrix
CNXC

Overview Fund Activity

290 hedge funds and large institutions have $2.48B invested in Concentrix in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
110
Reduced
75
Closed
48
Calls
$15.1M
Puts
$11M
Net Calls
+$4.12M
Net Calls Change
+$13.6M

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$102M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$129M
3
UBS Group
3
UBS Group
Switzerland
$23.8M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$21.1M
5
Millennium Management
5
Millennium Management
New York
$25M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.2M
2
Capital International Investors
2
Capital International Investors
California
$0
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$15.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
201
Elevation Wealth Partners
California
$70.4K -$26.3K -607 -27%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$65K -$3.03K -70 -4%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$58.8K -$7.1K -164 -11%
Walleye Trading
204
Walleye Trading
New York
$52.4K +$52.4K +1,211 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$52K +$19.2K +444 +59%
Federated Hermes
206
Federated Hermes
Pennsylvania
$45.6K -$62.2K -1,438 -58%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$44.2K -$94.3K -2,179 -68%
LSV Asset Management
208
LSV Asset Management
Illinois
$44K – – –
DekaBank Deutsche Girozentrale
209
DekaBank Deutsche Girozentrale
Germany
$41K – – –
VWM
210
Venturi Wealth Management
Texas
$34.5K +$21.2K +490 +160%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$33K -$342K -7,917 -91%
SPIA
212
Steward Partners Investment Advisory
New York
$27.6K +$12.4K +286 +81%
CFGS
213
Concourse Financial Group Securities
Alabama
$24.7K +$7.65K +152 +45%
HCP
214
Hexagon Capital Partners
Arkansas
$22.4K +$2.55K +59 +13%
CIAS
215
CBIZ Investment Advisory Services
Ohio
$21.5K +$10.3K +239 +93%
QC
216
Quent Capital
New York
$21.1K -$563 -13 -3%
UB
217
UMB Bank
Missouri
$19.9K +$7.66K +177 +63%
EWA
218
EverSource Wealth Advisors
Alabama
$18.1K +$1.39K +32 +8%
Nomura Asset Management
219
Nomura Asset Management
Japan
$17.7K – – –
FHA
220
First Horizon Advisors
Tennessee
$17.2K -$18.7K -432 -52%
SIC
221
Salem Investment Counselors
North Carolina
$15.4K – – –
CA
222
Centerpoint Advisors
Massachusetts
$15K +$4.51K +105 +43%
LI
223
LRI Investments
Florida
$14.5K – – –
PS
224
Principal Securities
Iowa
$14.5K +$5.11K +118 +54%
CSWM
225
Cassady Schiller Wealth Management
Ohio
$13.5K – – –
7 8
9
10 11