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NCR Voyix

331 hedge funds and large institutions have $1.99B invested in NCR Voyix in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $2.09B → $1.99B (-$101M)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

2.63% less ownership

Funds ownership: 149.07%146.44% (-2.6%)

4% less funds holding

Funds holding: 345331 (-14)

18% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 51

31% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $18.3M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
331
Holders Change
-14
Holders Change %
-4.06%
% of All Funds
6.79%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.06%
New
42
Increased
100
Reduced
106
Closed
51
Calls
$12.7M
Puts
$18.3M
Net Calls
-$5.67M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Prestige Wealth Management Group
New Jersey
$2K
TPWA
277
TRUE Private Wealth Advisors
Oregon
$2K
WCG
278
Weaver Consulting Group
California
$2K
WEC
279
Winslow Evans & Crocker
Massachusetts
$2K
CT
280
Caldwell Trust
Florida
$1.97K
GEA
281
Glen Eagle Advisors
New Jersey
$1.18K +$1.27K +111 New
APA
282
American Portfolios Advisors
New York
$1.07K +$447 +39 +63%
WT
283
Washington Trust
Rhode Island
$1K -$355 -31 -27%
HGWM
284
Harvest Group Wealth Management
Massachusetts
$1K -$92 -8 -5%
BWA
285
Burt Wealth Advisors
Maryland
$1K
EARNEST Partners
286
EARNEST Partners
Georgia
$1K
EWM
287
Edge Wealth Management
New York
$1K
LFG
288
LifePlan Financial Group
Ohio
$1K
MCM
289
MV Capital Management
Maryland
$1K
NSIM
290
North Star Investment Management
Illinois
$1K
PCFFS
291
Pacific Center for Financial Services
California
$1K
QCG
292
Quadrant Capital Group
Ohio
$1K
RFA
293
Reilly Financial Advisors
California
$1K
RAM
294
Riggs Asset Management
Pennsylvania
$1K
ST
295
Smithfield Trust
Pennsylvania
$1K
SCA
296
Stonebridge Capital Advisors
Minnesota
$1K
SC
297
Stralem & Co
New York
$1K
TF
298
TimeScale Financial
Massachusetts
$1K
BWM
299
BerganKDV Wealth Management
Minnesota
$1K +$630 +55 New
SIC
300
Salem Investment Counselors
North Carolina
$1K +$665 +58 +580%