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NCS Multistage Holdings

51 hedge funds and large institutions have $724M invested in NCS Multistage Holdings in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

16% more capital invested

Capital invested by funds: $625M → $724M (+$98.6M)

0.09% more ownership

Funds ownership: 4.79%4.88% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 5751 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
51
Holders Change
-6
Holders Change %
-10.53%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
24
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$488M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$71.3M +$96.6K +305 +0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M +$1.54M +4,860 +5%
ACH
4
ArrowMark Colorado Holdings
Colorado
$18.6M +$10.6M +33,583 +147%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.4M +$2.48M +7,817 +20%
Goldman Sachs
6
Goldman Sachs
New York
$15M +$856K +2,701 +6%
SI
7
Sapience Investments
California
$9.71M -$2.01M -6,350 -18%
Jennison Associates
8
Jennison Associates
New York
$9.41M +$1.9K +6 +0%
Public Employees Retirement Association of Colorado
9
Public Employees Retirement Association of Colorado
Colorado
$8.65M
Lazard Asset Management
10
Lazard Asset Management
New York
$8.55M +$19.3K +61 +0.2%
BlackRock
11
BlackRock
New York
$8.54M +$50.7K +160 +0.6%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$5.7M +$78.9K +249 +1%
FP
13
Foundry Partners
Minnesota
$5.03M +$659K +2,079 +16%
Boston Partners
14
Boston Partners
Massachusetts
$3.2M -$14.3K -45 -0.5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.15M +$2.44M +7,708 +421%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.71M +$63.7K +201 +3%
State Street
17
State Street
Massachusetts
$2.66M +$42.5K +134 +2%
Northern Trust
18
Northern Trust
Illinois
$2.04M +$217K +685 +12%
RHJA
19
Rice Hall James & Associates
California
$1.95M -$423K -1,336 -18%
WRF
20
Waddell & Reed Financial
Kansas
$1.72M
Wells Fargo
21
Wells Fargo
California
$1.52M -$34.2K -108 -2%
PPA
22
Parametric Portfolio Associates
Washington
$1.2M +$735K +2,320 +176%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$1.18M +$1.13M +3,582 New
Charles Schwab
24
Charles Schwab
California
$1.13M +$473K +1,494 +77%
BAMCO Inc
25
BAMCO Inc
New York
$1.09M -$33.3K -105 -3%

NCSM Hedge Fund Activity: Q3 2018 in Review

51 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q3 2018, worth a combined $724M — up 16% from $625M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NCSM and 3 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 24 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $10.6M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $3.78M sold.

  • 51 institutional investors held NCS Multistage Holdings (NCSM) as of Q3 2018, down from 57 in Q2 2018.
  • Funds reported $724M of NCS Multistage Holdings stock for Q3 2018, up 16% quarter-over-quarter.
  • 3 funds opened new NCS Multistage Holdings positions in Q3 2018 and 9 closed out, a net change of -6 holders.
  • The largest NCS Multistage Holdings buyer in Q3 2018 was ArrowMark Colorado Holdings, an estimated $10.6M added.
  • The largest NCS Multistage Holdings seller in Q3 2018 was Alyeska Investment Group, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2018.