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NCS Multistage Holdings

46 hedge funds and large institutions have $25.8M invested in NCS Multistage Holdings in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 4.36%4.3% (-0.06%)

2% less funds holding

Funds holding: 4746 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

70% less capital invested

Capital invested by funds: $85.7M → $25.8M (-$60M)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$18.9M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.85M -$370K -13,225 -8%
American Century Companies
3
American Century Companies
Missouri
$1.55M -$11.2K -398 -0.3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$1.45M
BlackRock
5
BlackRock
New York
$422K +$1.26K +45 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$335K -$13.9K -497 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$274K -$55.7K -1,989 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$135K +$2.94K +105 +1%
State Street
9
State Street
Massachusetts
$129K +$15.9K +569 +6%
Northern Trust
10
Northern Trust
Illinois
$92K +$47.2K +1,684 +31%
BCM
11
Bridgeway Capital Management
Texas
$78K -$115K -4,120 -40%
SEI Investments
12
SEI Investments
Pennsylvania
$74K
PPA
13
Parametric Portfolio Associates
Washington
$72K -$51.9K -1,853 -25%
GS
14
Gagnon Securities
New York
$55K -$532 -19 -0.4%
Goldman Sachs
15
Goldman Sachs
New York
$51K +$11.2K +401 +11%
Citadel Advisors
16
Citadel Advisors
Florida
$44K -$13.7K -488 -12%
EA
17
Emerald Advisers
Pennsylvania
$27K +$58.4K +2,083 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22K -$2.86K -102 -6%
Charles Schwab
19
Charles Schwab
California
$19K
N
20
Nuveen
North Carolina
$13K -$16.6K -591 -38%
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$13K
JP Morgan Chase
22
JP Morgan Chase
New York
$13K +$4.34K +155 +18%
AllianceBernstein
23
AllianceBernstein
Tennessee
$12K
M&T Bank
24
M&T Bank
New York
$11K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$11K

NCSM Hedge Fund Activity: Q1 2020 in Review

46 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q1 2020, worth a combined $25.8M — down 70% from $85.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NCSM and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 11 added.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $58.4K. The largest seller was Fidelity Investments, cutting an estimated $370K.

  • 46 institutional investors held NCS Multistage Holdings (NCSM) as of Q1 2020, down from 47 in Q4 2019.
  • Funds reported $25.8M of NCS Multistage Holdings stock for Q1 2020, down 70% quarter-over-quarter.
  • 6 funds opened new NCS Multistage Holdings positions in Q1 2020 and 7 closed out, a net change of -1 holder.
  • The largest NCS Multistage Holdings buyer in Q1 2020 was Emerald Advisers, an estimated $58.4K added.
  • The largest NCS Multistage Holdings seller in Q1 2020 was Fidelity Investments, an estimated $370K sold.

Based on aggregated 13F filings for Q1 2020.