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NCR Voyix

369 hedge funds and large institutions have $3.22B invested in NCR Voyix in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 105 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $77.7M | Put options by funds: $21M

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more capital invested

Capital invested by funds: $2.99B → $3.22B (+$235M)

3% more funds holding

Funds holding: 358369 (+11)

0.14% more ownership

Funds ownership: 148.11%148.25% (+0.14%)

8% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 114

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
5.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
62
Increased
105
Reduced
114
Closed
48
Calls
$77.7M
Puts
$21M
Net Calls
+$56.7M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
251
Harvest Fund Management
China
$67K +$62.2K +4,313 New
EBA
252
Eagle Bay Advisors
New York
$61.7K -$5.76K -399 -9%
BC
253
Bartlett & Co
Ohio
$52K
BCWM
254
Bartlett & Co Wealth Management
Ohio
$51.8K
Nomura Asset Management
255
Nomura Asset Management
Japan
$46.4K
BAAM
256
Baker Avenue Asset Management
California
$46.3K
TC
257
Truvestments Capital
Florida
$43.5K
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$41K -$12.5K -865 -25%
PFBT
259
Parkside Financial Bank & Trust
Missouri
$38.3K +$29 +2 +0.1%
CMBA
260
C.M. Bidwell & Associates
Hawaii
$37K
HNB
261
Huntington National Bank
Ohio
$35.7K -$6.03K -418 -15%
AF
262
Allworth Financial
California
$34.5K +$130 +9 +0.4%
SWM
263
Sugarloaf Wealth Management
Georgia
$28.4K -$26.4K -1,833 -50%
OA
264
Operose Advisors
Wisconsin
$25.8K +$24.1K +1,671 New
CFB
265
Cullen/Frost Bankers
Texas
$25.2K
BBHC
266
Brown Brothers Harriman & Co
New York
$24.9K
FHA
267
First Horizon Advisors
Tennessee
$21.5K +$794 +55 +4%
GRP
268
Global Retirement Partners
California
$21.4K +$1.65K +114 +9%
GWM
269
Geneos Wealth Management
Colorado
$19.8K
WOSD
270
WFA of San Diego
California
$18.9K +$17.6K +1,223 New
AssetMark Inc
271
AssetMark Inc
California
$18.8K
QCG
272
Quadrant Capital Group
Ohio
$16.8K +$14K +973 +839%
JWA
273
JFS Wealth Advisors
Pennsylvania
$13.5K +$952 +66 +8%
DJSG
274
D.J. St. Germain
Massachusetts
$12.6K +$11.8K +815 New
SPIA
275
Steward Partners Investment Advisory
New York
$12.4K