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NCS Multistage Holdings

34 hedge funds and large institutions have $21.4M invested in NCS Multistage Holdings in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 4.3%3.92% (-0.38%)

17% less capital invested

Capital invested by funds: $25.8M → $21.4M (-$4.37M)

28% less funds holding

Funds holding: 4734 (-13)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

65% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
-13
Holders Change %
-27.66%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
6
Reduced
14
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$4.74K +$2.47K +215 +110%
JP Morgan Chase
27
JP Morgan Chase
New York
$4K -$7.5K -652 -63%
PAM
28
Panagora Asset Management
Massachusetts
$4K
Barclays
29
Barclays
United Kingdom
$2K -$379 -33 -18%
TRCT
30
Tower Research Capital (TRC)
New York
$2K +$402 +35 +35%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2K +$552 +48 +42%
Federated Hermes
32
Federated Hermes
Pennsylvania
$1K -$11 -1 -1%
PCM
33
Prelude Capital Management
New York
$1K +$1.05K +91 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
-$1.85M -144,335 Closed
State Street
35
State Street
Massachusetts
-$129K -10,071 Closed
EA
36
Emerald Advisers
Pennsylvania
-$27K -2,083 Closed
Bank of New York Mellon
37
Bank of New York Mellon
New York
-$22K -1,749 Closed
Charles Schwab
38
Charles Schwab
California
-$19K -1,424 Closed
N
39
Nuveen
North Carolina
-$13K -985 Closed
AllianceBernstein
40
AllianceBernstein
Tennessee
-$12K -920 Closed
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
-$11K -896 Closed
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
-$11K -873 Closed
Wells Fargo
43
Wells Fargo
California
-$9.58K -833 -98%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
-$8K -595 Closed
EMFAT
45
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$8K -587 Closed
AIG
46
American International Group
New York
-$4K -340 Closed
UBS Group
47
UBS Group
Switzerland
-$4K -337 Closed
Victory Capital Management
48
Victory Capital Management
Texas
-$4K -243 Closed
Deutsche Bank
49
Deutsche Bank
Germany
-$2K -178 Closed
Citigroup
50
Citigroup
New York
-$2K -131 Closed

NCSM Hedge Fund Activity: Q2 2020 in Review

34 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q2 2020, worth a combined $21.4M — down 17% from $25.8M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NCSM and 7 opened new positions — a net loss of 13 holders — while 14 trimmed existing stakes and 6 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $406K. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.85M sold.

  • 34 institutional investors held NCS Multistage Holdings (NCSM) as of Q2 2020, down from 47 in Q1 2020.
  • Funds reported $21.4M of NCS Multistage Holdings stock for Q2 2020, down 17% quarter-over-quarter.
  • 7 funds opened new NCS Multistage Holdings positions in Q2 2020 and 20 closed out, a net change of -13 holders.
  • The largest NCS Multistage Holdings buyer in Q2 2020 was Tocqueville Asset Management, an estimated $406K added.
  • The largest NCS Multistage Holdings seller in Q2 2020 was Fidelity Investments, an estimated $1.85M sold.

Based on aggregated 13F filings for Q2 2020.