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NCS Multistage Holdings

61 hedge funds and large institutions have $985M invested in NCS Multistage Holdings in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

0.11% more ownership

Funds ownership: 4.58%4.69% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.01B → $985M (-$20.5M)

5% less funds holding

Funds holding: 6461 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
24
Reduced
16
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
26
NXG Investment Management
Texas
$1.04M -$409K -933 -30%
Invesco
27
Invesco
Georgia
$937K +$113K +258 +15%
Charles Schwab
28
Charles Schwab
California
$872K +$35K +80 +5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$781K +$65.7K +150 +10%
BCM
30
Beck Capital Management
Texas
$771K +$55.2K +126 +9%
SIM
31
Spark Investment Management
New York
$553K -$885K -2,020 -64%
FIM
32
Foresters Investment Management
New York
$509K +$67.9K +155 +17%
DTL
33
Dynamic Technology Lab
Singapore
$495K +$450K +1,027 New
TA
34
Teachers Advisors
New York
$479K -$265K -605 -38%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$414K -$52.6K -120 -12%
TWMP
36
Taylor Wealth Management Partners
Massachusetts
$410K -$8.32K -19 -2%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$369K +$336K +767 New
Morgan Stanley
38
Morgan Stanley
New York
$354K +$53K +121 +20%
Citadel Advisors
39
Citadel Advisors
Florida
$350K +$318K +726 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$287K
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$272K
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$268K +$3.06K +7 +1%
Deutsche Bank
43
Deutsche Bank
Germany
$264K -$46.9K -107 -16%
GCP
44
GSA Capital Partners
United Kingdom
$262K +$238K +544 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223K +$19.3K +44 +11%
PPA
46
Parametric Portfolio Associates
Washington
$213K -$28.9K -66 -13%
AIG
47
American International Group
New York
$178K +$12.3K +28 +8%
SO
48
STRS Ohio
Ohio
$178K +$92K +210 +131%
NFA
49
Nationwide Fund Advisors
Ohio
$150K
Citigroup
50
Citigroup
New York
$139K +$125K +285 +7,125%

NCSM Hedge Fund Activity: Q3 2017 in Review

61 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q3 2017, worth a combined $985M — down 2% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NCSM and 11 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 24 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $20M. The largest seller was Lazard Asset Management, cutting an estimated $9.96M.

  • 61 institutional investors held NCS Multistage Holdings (NCSM) as of Q3 2017, down from 64 in Q2 2017.
  • Funds reported $985M of NCS Multistage Holdings stock for Q3 2017, down 2% quarter-over-quarter.
  • 11 funds opened new NCS Multistage Holdings positions in Q3 2017 and 14 closed out, a net change of -3 holders.
  • The largest NCS Multistage Holdings buyer in Q3 2017 was Boston Partners, an estimated $20M added.
  • The largest NCS Multistage Holdings seller in Q3 2017 was Lazard Asset Management, an estimated $9.96M sold.

Based on aggregated 13F filings for Q3 2017.