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NCS Multistage Holdings

57 hedge funds and large institutions have $625M invested in NCS Multistage Holdings in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

0.04% more ownership

Funds ownership: 4.75%4.79% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $634M → $625M (-$8.69M)

7% less funds holding

Funds holding: 6157 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$430M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$62.6M +$10.5M +33,053 +18%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$25.8M +$7.15M +22,413 +34%
Goldman Sachs
4
Goldman Sachs
New York
$12.4M +$427K +1,340 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.2M +$247K +776 +2%
SI
6
Sapience Investments
California
$10.4M +$2.68M +8,418 +31%
Jennison Associates
7
Jennison Associates
New York
$8.28M +$1.07M +3,371 +13%
Public Employees Retirement Association of Colorado
8
Public Employees Retirement Association of Colorado
Colorado
$7.62M +$525K +1,645 +7%
Lazard Asset Management
9
Lazard Asset Management
New York
$7.5M -$521K -1,635 -6%
BlackRock
10
BlackRock
New York
$7.47M +$363K +1,137 +5%
ACH
11
ArrowMark Colorado Holdings
Colorado
$6.63M +$7.27M +22,797 New
Russell Investments Group
12
Russell Investments Group
United Kingdom
$4.94M +$5.42M +17,005 New
FP
13
Foundry Partners
Minnesota
$3.83M +$4.2M +13,164 New
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$3.78M -$240K -752 -5%
Boston Partners
15
Boston Partners
Massachusetts
$2.83M +$3.11M +9,748 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.33M +$210K +658 +9%
State Street
17
State Street
Massachusetts
$2.3M -$65.7K -206 -3%
RHJA
18
Rice Hall James & Associates
California
$2.1M -$38.3K -120 -2%
Northern Trust
19
Northern Trust
Illinois
$1.59M -$264K -829 -13%
WRF
20
Waddell & Reed Financial
Kansas
$1.51M
Wells Fargo
21
Wells Fargo
California
$1.37M +$237K +742 +19%
BAMCO Inc
22
BAMCO Inc
New York
$989K
Citadel Advisors
23
Citadel Advisors
Florida
$909K +$998K +3,129 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$723K +$120K +376 +18%
BCM
25
Beck Capital Management
Texas
$614K -$169K -530 -20%

NCSM Hedge Fund Activity: Q2 2018 in Review

57 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q2 2018, worth a combined $625M — down 1.4% from $634M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NCSM and 10 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 23 added.

The largest buyer was Fidelity Investments, adding an estimated $10.5M. The largest seller was Victory Capital Management, exiting entirely with an estimated $7.8M sold.

  • 57 institutional investors held NCS Multistage Holdings (NCSM) as of Q2 2018, down from 61 in Q1 2018.
  • Funds reported $625M of NCS Multistage Holdings stock for Q2 2018, down 1.4% quarter-over-quarter.
  • 10 funds opened new NCS Multistage Holdings positions in Q2 2018 and 14 closed out, a net change of -4 holders.
  • The largest NCS Multistage Holdings buyer in Q2 2018 was Fidelity Investments, an estimated $10.5M added.
  • The largest NCS Multistage Holdings seller in Q2 2018 was Victory Capital Management, an estimated $7.8M sold.

Based on aggregated 13F filings for Q2 2018.