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TTEC Holdings

164 hedge funds and large institutions have $402M invested in TTEC Holdings in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 46 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $925K | Put options by funds: $86K

65% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 46

1.1% more ownership

Funds ownership: 38.01%39.11% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 183164 (-19)

15% less capital invested

Capital invested by funds: $473M → $402M (-$70.6M)

40% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 42

Holders
164
Holders Change
-19
Holders Change %
-10.38%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
76
Reduced
46
Closed
42
Calls
$925K
Puts
$86K
Net Calls
+$839K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$95.5K +$27.8K +1,323 +43%
Russell Investments Group
127
Russell Investments Group
United Kingdom
$71K -$1.66M -78,976 -96%
QCG
128
Quadrant Capital Group
Ohio
$61.8K +$33.8K +1,607 +129%
Amundi
129
Amundi
France
$58.6K +$6.78K +322 +12%
AIP
130
Ameritas Investment Partners
Nebraska
$41.6K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$38K -$6.4K -304 -15%
Osaic Holdings
132
Osaic Holdings
Arizona
$35.6K -$329K -15,620 -90%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$27.3K
ME
134
McIlrath & Eck
Washington
$14.5K
AF
135
Allworth Financial
California
$14.3K +$10.5K +499 +306%
QL
136
Quarry LP
New York
$12.2K +$3.79K +180 +47%
LC
137
Lindbrook Capital
California
$11.9K +$7.2K +342 +165%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.4K +$2.65K +126 +32%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$10.9K -$11.5K -547 -52%
BTI
140
Blue Trust Inc
Georgia
$9K +$2.65K +126 +56%
PA
141
Parallel Advisors
California
$7.61K -$1.11K -53 -13%
VCM
142
Versant Capital Management
Arizona
$7.06K +$6.86K +326 New
Simplex Trading
143
Simplex Trading
Illinois
$7K +$7.3K +347 New
FFA
144
Farther Finance Advisors
California
$6.85K +$6.65K +316 New
US Bancorp
145
US Bancorp
Minnesota
$5.76K -$22K -1,046 -80%
S
146
SignatureFD
Georgia
$5.22K +$1.64K +78 +48%
EWA
147
EverSource Wealth Advisors
Alabama
$4.1K +$3.22K +153 +425%
LFG
148
Larson Financial Group
Missouri
$3.81K
TWC
149
TD Waterhouse Canada
Ontario, Canada
$2.65K +$2.1K +100 New
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$2.25K +$2.19K +104 New

TTEC Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TTEC Holdings (TTEC) for Q4 2023, worth a combined $402M — down 15% from $473M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of TTEC and 25 opened new positions — a net loss of 17 holders — while 46 trimmed existing stakes and 76 added.

The largest buyer was Morgan Stanley, adding an estimated $9.52M. The largest seller was Copeland Capital Management, cutting an estimated $24.9M.

  • 164 institutional investors held TTEC Holdings (TTEC) as of Q4 2023, down from 183 in Q3 2023.
  • Funds reported $402M of TTEC Holdings stock for Q4 2023, down 15% quarter-over-quarter.
  • 25 funds opened new TTEC Holdings positions in Q4 2023 and 42 closed out, a net change of -17 holders.
  • The largest TTEC Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $9.52M added.
  • The largest TTEC Holdings seller in Q4 2023 was Copeland Capital Management, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2023.