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NCS Multistage Holdings

50 hedge funds and large institutions have $82.4M invested in NCS Multistage Holdings in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 4.45%4.4% (-0.05%)

4% less funds holding

Funds holding: 5250 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

44% less capital invested

Capital invested by funds: $147M → $82.4M (-$65.1M)

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$59.1M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.67M -$29K -570 -0.3%
American Century Companies
3
American Century Companies
Missouri
$4.72M +$1.06M +20,899 +22%
ACH
4
ArrowMark Colorado Holdings
Colorado
$4.34M -$193K -3,796 -3%
BlackRock
5
BlackRock
New York
$1.31M -$76.2K -1,498 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.13M -$177K -3,474 -11%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.03M +$32.2K +633 +3%
BCM
8
Bridgeway Capital Management
Texas
$544K +$126K +2,485 +22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$456K -$51 -1 -0%
State Street
10
State Street
Massachusetts
$370K -$11.6K -229 -2%
PPA
11
Parametric Portfolio Associates
Washington
$270K -$38.1K -750 -10%
Northern Trust
12
Northern Trust
Illinois
$259K +$36K +709 +12%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$243K -$338K -6,645 -52%
SEI Investments
14
SEI Investments
Pennsylvania
$231K +$52.6K +1,035 +22%
Citadel Advisors
15
Citadel Advisors
Florida
$220K +$18.9K +372 +7%
GS
16
Gagnon Securities
New York
$196K +$508 +10 +0.2%
JP Morgan Chase
17
JP Morgan Chase
New York
$151K -$84.9K -1,670 -31%
Goldman Sachs
18
Goldman Sachs
New York
$139K -$25.9K -509 -13%
VFM
19
Viking Fund Management
North Dakota
$130K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$129K -$74.4K -1,463 -31%
N
21
Nuveen
North Carolina
$63K -$19.4K -381 -19%
EOCM
22
Energy Opportunities Capital Management
Texas
$62K
UBS Group
23
UBS Group
Switzerland
$62K +$11.9K +234 +18%
Charles Schwab
24
Charles Schwab
California
$57K -$138K -2,714 -66%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$46K +$58.5K +1,151 New

NCSM Hedge Fund Activity: Q3 2019 in Review

50 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q3 2019, worth a combined $82.4M — down 44% from $147M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NCSM and 6 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 13 added.

The largest buyer was American Century Companies, adding an estimated $1.06M. The largest seller was Foundry Partners, exiting entirely with an estimated $1.36M sold.

  • 50 institutional investors held NCS Multistage Holdings (NCSM) as of Q3 2019, down from 52 in Q2 2019.
  • Funds reported $82.4M of NCS Multistage Holdings stock for Q3 2019, down 44% quarter-over-quarter.
  • 6 funds opened new NCS Multistage Holdings positions in Q3 2019 and 8 closed out, a net change of -2 holders.
  • The largest NCS Multistage Holdings buyer in Q3 2019 was American Century Companies, an estimated $1.06M added.
  • The largest NCS Multistage Holdings seller in Q3 2019 was Foundry Partners, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2019.