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NCS Multistage Holdings

47 hedge funds and large institutions have $85.7M invested in NCS Multistage Holdings in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $82.4M → $85.7M (+$3.36M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.04% less ownership

Funds ownership: 4.4%4.36% (-0.04%)

6% less funds holding

Funds holding: 5047 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$62.1M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.62M -$406K -9,276 -6%
American Century Companies
3
American Century Companies
Missouri
$5.12M +$164K +3,751 +3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$4.76M +$211K +4,820 +4%
BlackRock
5
BlackRock
New York
$1.38M +$13.7K +314 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.12M +$36.7K +839 +3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$984K -$215K -4,927 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$439K -$40.8K -933 -8%
BCM
9
Bridgeway Capital Management
Texas
$429K -$148K -3,380 -25%
State Street
10
State Street
Massachusetts
$399K +$11.4K +260 +3%
PPA
11
Parametric Portfolio Associates
Washington
$313K +$30.3K +694 +10%
SEI Investments
12
SEI Investments
Pennsylvania
$243K
Northern Trust
13
Northern Trust
Illinois
$230K -$43.8K -1,002 -15%
GS
14
Gagnon Securities
New York
$180K -$26.1K -598 -12%
Citadel Advisors
15
Citadel Advisors
Florida
$166K -$67.6K -1,547 -28%
Goldman Sachs
16
Goldman Sachs
New York
$153K +$7.78K +178 +5%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$148K -$111K -2,547 -42%
VFM
18
Viking Fund Management
North Dakota
$137K
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$87K +$40K +916 +80%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$78K -$59.2K -1,354 -42%
N
21
Nuveen
North Carolina
$66K
Charles Schwab
22
Charles Schwab
California
$60K
EOCM
23
Energy Opportunities Capital Management
Texas
$44K -$21.9K -500 -32%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$42K
AllianceBernstein
25
AllianceBernstein
Tennessee
$39K -$656 -15 -2%

NCSM Hedge Fund Activity: Q4 2019 in Review

47 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q4 2019, worth a combined $85.7M — up 4.1% from $82.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NCSM and 2 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $211K. The largest seller was Fidelity Investments, cutting an estimated $406K.

  • 47 institutional investors held NCS Multistage Holdings (NCSM) as of Q4 2019, down from 50 in Q3 2019.
  • Funds reported $85.7M of NCS Multistage Holdings stock for Q4 2019, up 4.1% quarter-over-quarter.
  • 2 funds opened new NCS Multistage Holdings positions in Q4 2019 and 5 closed out, a net change of -3 holders.
  • The largest NCS Multistage Holdings buyer in Q4 2019 was ArrowMark Colorado Holdings, an estimated $211K added.
  • The largest NCS Multistage Holdings seller in Q4 2019 was Fidelity Investments, an estimated $406K sold.

Based on aggregated 13F filings for Q4 2019.