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NCR Voyix

364 hedge funds and large institutions have $4.6B invested in NCR Voyix in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $118M | Put options by funds: $67.3M

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

5% more funds holding

Funds holding: 346364 (+18)

1.72% more ownership

Funds ownership: 150.23%151.95% (+1.7%)

3% more capital invested

Capital invested by funds: $4.45B → $4.6B (+$146M)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
364
Holders Change
+18
Holders Change %
+5.2%
% of All Funds
6.39%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
65
Increased
112
Reduced
100
Closed
44
Calls
$118M
Puts
$67.3M
Net Calls
+$50.3M
Net Calls Change
+$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
251
Banque Cantonale Vaudoise
Switzerland
$58K
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$55K +$32.6K +1,480 +166%
NFSG
253
Newbridge Financial Services Group
Florida
$52K +$49.6K +2,253 New
FFA
254
Freedman Financial Associates
Massachusetts
$51K
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$50K +$35K +1,593 +293%
HNB
256
Huntington National Bank
Ohio
$47K -$11.1K -504 -20%
CG
257
Cutler Group
California
$44K +$42.3K +1,925 New
BC
258
Bartlett & Co
Ohio
$42K
BCWM
259
Bartlett & Co Wealth Management
Ohio
$41.9K
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$41K +$6.71K +305 +20%
CFB
261
Cullen/Frost Bankers
Texas
$38K
SC
262
Skylands Capital
Wisconsin
$38K
SPIA
263
Steward Partners Investment Advisory
New York
$37.2K +$14.8K +672 +73%
GRP
264
Global Retirement Partners
California
$35K +$13.6K +618 +69%
CFA
265
Carroll Financial Associates
North Carolina
$32K +$9.5K +432 +45%
ZB
266
Zions Bancorporation
Utah
$31K
RE
267
RBC Europe
United Kingdom
$27.7K
AF
268
Allworth Financial
California
$25K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$24K +$8.54K +388 +60%
VFA
270
Valeo Financial Advisors
Indiana
$23K +$21.5K +978 New
HMS
271
Hanseatic Management Services
New Mexico
$21K +$154 +7 +0.8%
MRCM
272
M&R Capital Management
New Jersey
$18K
JCM
273
Jacobi Capital Management
Pennsylvania
$15K
M
274
MOTCO
Texas
$15K
FCM
275
Firestone Capital Management
Florida
$13K

VYX Hedge Fund Activity: Q1 2021 in Review

364 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NCR Voyix (VYX) for Q1 2021, worth a combined $4.6B — up 3.3% from $4.45B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VYX positions and 44 closed out — a net gain of 21 holders — while 112 added to existing stakes and 100 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $52M. The largest seller was Greenlight Capital, exiting entirely with an estimated $38.6M sold.

  • 364 institutional investors held NCR Voyix (VYX) as of Q1 2021, up from 346 in Q4 2020.
  • Funds reported $4.6B of NCR Voyix stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 65 funds opened new NCR Voyix positions in Q1 2021 and 44 closed out, a net change of +21 holders.
  • The largest NCR Voyix buyer in Q1 2021 was Waddell & Reed Financial, an estimated $52M added.
  • The largest NCR Voyix seller in Q1 2021 was Greenlight Capital, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2021.