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CON

Concentra Group Holdings

236 hedge funds and large institutions have $2.14B invested in Concentra Group Holdings in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 51 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,047% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 15

553% more call options, than puts

Call options by funds: $98K | Put options by funds: $15K

410% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 10

244% more capital invested

Capital invested by funds: $621M → $2.14B (+$1.52B)

199% more funds holding

Funds holding: 79236 (+157)

62.98% more ownership

Funds ownership: 21.96%84.93% (+63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
236
Holders Change
+157
Holders Change %
+198.73%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
172
Increased
51
Reduced
10
Closed
15
Calls
$98K
Puts
$15K
Net Calls
+$83K
Net Calls Change
-$42K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$4.47K +$4.67K +226 New
UB
202
UMB Bank
Missouri
$4.33K +$4.53K +219 New
Bessemer Group
203
Bessemer Group
New Jersey
$4K +$3.91K +189 New
HWP
204
Highline Wealth Partners
California
$3.32K +$3.47K +168 New
VWM
205
Venturi Wealth Management
Texas
$2.59K +$2.71K +131 New
RIL
206
Rothschild Investment LLC
Illinois
$2.35K +$2.46K +119 New
Fuller & Thaler Asset Management
207
Fuller & Thaler Asset Management
California
$2.1K +$2.19K +106 New
CAL
208
Capital Analysts LLC
Pennsylvania
$2K +$1.94K +94 New
PTC
209
Private Trust Company
Ohio
$1.9K +$1.98K +96 New
BBHC
210
Brown Brothers Harriman & Co
New York
$1.6K +$1.67K +81 New
S
211
SignatureFD
Georgia
$1.4K +$1.47K +71 New
SPIA
212
Steward Partners Investment Advisory
New York
$1.3K +$1.36K +66 New
IA
213
IFP Advisors
Florida
$1.29K +$1.34K +65 New
LC
214
Lindbrook Capital
California
$1.21K +$1.26K +61 New
TCOV
215
Trust Company of Vermont
Vermont
$1.15K +$1.2K +58 New
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1.11K +$1.16K +56 New
FFA
217
Farther Finance Advisors
California
$1.09K +$1.14K +55 New
AF
218
Allworth Financial
California
$930 +$868 +42 New
BIA
219
Bell Investment Advisors
California
$851 +$889 +43 New
HNW
220
High Note Wealth
Minnesota
$831 +$868 +42 New
BWL
221
Bogart Wealth LLC
Virginia
$791 +$827 +40 New
HI
222
Harbour Investments
Wisconsin
$791 +$827 +40 New
VHAM
223
Van Hulzen Asset Management
California
$732 +$765 +37 New
HI
224
Horizon Investments
North Carolina
$653 +$682 +33 New
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$337 +$351 +17 New

CON Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Concentra Group Holdings (CON) for Q4 2024, worth a combined $2.14B — up 244% from $621M a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new CON positions and 15 closed out — a net gain of 157 holders — while 51 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $321M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $7.32M.

  • 236 institutional investors held Concentra Group Holdings (CON) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $2.14B of Concentra Group Holdings stock for Q4 2024, up 244% quarter-over-quarter.
  • 172 funds opened new Concentra Group Holdings positions in Q4 2024 and 15 closed out, a net change of +157 holders.
  • The largest Concentra Group Holdings buyer in Q4 2024 was BlackRock, an estimated $321M added.
  • The largest Concentra Group Holdings seller in Q4 2024 was Cramer Rosenthal McGlynn, an estimated $7.32M sold.

Based on aggregated 13F filings for Q4 2024.