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NCS Multistage Holdings

59 hedge funds and large institutions have $219M invested in NCS Multistage Holdings in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0% more funds holding

Funds holding: 5959 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $219M → $219M (-$6.54K)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.25% less ownership

Funds ownership: 4.79%4.54% (-0.25%)

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
21
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$153M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.6M -$3.17M -28,643 -14%
ACH
3
ArrowMark Colorado Holdings
Colorado
$11.1M +$3.11M +28,043 +36%
American Century Companies
4
American Century Companies
Missouri
$4.97M +$678K +6,121 +15%
Goldman Sachs
5
Goldman Sachs
New York
$4.87M +$231K +2,086 +5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$4.86M -$4.82M -43,536 -48%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.5M -$606K -5,474 -14%
BlackRock
8
BlackRock
New York
$3.03M +$281K +2,535 +9%
Public Employees Retirement Association of Colorado
9
Public Employees Retirement Association of Colorado
Colorado
$2.71M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.19M +$746K +6,734 +47%
FP
11
Foundry Partners
Minnesota
$2M +$114K +1,027 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$956K +$38.7K +349 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$912K +$270K +2,436 +38%
State Street
14
State Street
Massachusetts
$833K +$13.5K +122 +2%
PPA
15
Parametric Portfolio Associates
Washington
$708K -$29K -262 -4%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$591K +$632K +5,706 New
Northern Trust
17
Northern Trust
Illinois
$585K -$54.7K -494 -8%
Millennium Management
18
Millennium Management
New York
$464K -$258K -2,333 -34%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$415K -$92.8K -838 -17%
Charles Schwab
20
Charles Schwab
California
$389K +$88.8K +802 +27%
GS
21
Gagnon Securities
New York
$363K +$21.3K +192 +6%
VFM
22
Viking Fund Management
North Dakota
$337K
SEI Investments
23
SEI Investments
Pennsylvania
$245K +$262K +2,367 New
Citadel Advisors
24
Citadel Advisors
Florida
$238K -$190K -1,716 -43%
SIM
25
Spark Investment Management
New York
$194K +$208K +1,880 New

NCSM Hedge Fund Activity: Q1 2019 in Review

59 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q1 2019, worth a combined $219M — down 0% from $219M a quarter earlier.

Fund positioning in NCSM was balanced in Q1 2019: 8 funds opened new positions, 8 closed out, 21 added to existing stakes and 18 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $3.11M. The largest seller was T. Rowe Price Associates, cutting an estimated $4.82M.

  • 59 institutional investors held NCS Multistage Holdings (NCSM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $219M of NCS Multistage Holdings stock for Q1 2019, down 0% quarter-over-quarter.
  • 8 funds opened new NCS Multistage Holdings positions in Q1 2019 and 8 closed out, a net change of 0 holders.
  • The largest NCS Multistage Holdings buyer in Q1 2019 was ArrowMark Colorado Holdings, an estimated $3.11M added.
  • The largest NCS Multistage Holdings seller in Q1 2019 was T. Rowe Price Associates, an estimated $4.82M sold.

Based on aggregated 13F filings for Q1 2019.