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NCR Voyix

382 hedge funds and large institutions have $4.1B invested in NCR Voyix in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 35

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

24% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $23.7M

24% more capital invested

Capital invested by funds: $3.31B → $4.1B (+$785M)

11% more funds holding

Funds holding: 343382 (+39)

3.71% less ownership

Funds ownership: 136.44%132.73% (-3.7%)

22% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 134

Holders
382
Holders Change
+39
Holders Change %
+11.37%
% of All Funds
9.55%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.23%
New
80
Increased
104
Reduced
134
Closed
35
Calls
$29.4M
Puts
$23.7M
Net Calls
+$5.68M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
301
FineMark National Bank & Trust
Florida
$42K -$5.88K -262 -13%
DBT
302
Dubuque Bank & Trust
Iowa
$42K
BC
303
Bartlett & Co
Ohio
$41K
MFS
304
MSI Financial Services
Massachusetts
$38K -$292 -13 -0.8%
IA
305
IFP Advisors
Florida
$35K -$8.66K -386 -21%
WCBA
306
Weaver C. Barksdale & Associates
Tennessee
$35K -$2.78K -124 -8%
MRCM
307
M&R Capital Management
New Jersey
$34K -$65.9K -2,934 -68%
EWM
308
Evercore Wealth Management
New York
$27K -$4.47K -199 -16%
FIB
309
First Interstate Bank
Montana
$27K
Loomis, Sayles & Company
310
Loomis, Sayles & Company
Massachusetts
$27K +$19.1K +849 +336%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$27K +$24.9K +1,110 New
AF
312
Allworth Financial
California
$25K
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$20K -$382 -17 -2%
PA
314
Parallel Advisors
California
$18K +$16.5K +735 New
APSP
315
Asset Planning Services (Pennsylvania)
Pennsylvania
$16K
CIM
316
Contravisory Investment Management
Massachusetts
$16K
WA
317
WealthTrust-Arizona
Arizona
$15K -$2.2K -98 -14%
EF
318
Empirical Finance
Pennsylvania
$14K +$12.6K +562 New
PRS
319
Pinkerton Retirement Specialists
Idaho
$13K -$539 -24 -4%
ATC
320
Adirondack Trust Company
New York
$13K
MBT
321
Monroe Bank & Trust
Michigan
$12K +$10.8K +479 New
AIL
322
AGF Investments LLC
Ontario, Canada
$11K +$8.84K +394 New
AIM
323
Anchor Investment Management
South Carolina
$10.1K
IUHSA
324
Itau Unibanco Holding S.A.
Brazil
$10K +$1.84K +82 +25%
GI
325
Gradient Investments
Minnesota
$9K

VYX Hedge Fund Activity: Q4 2016 in Review

382 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NCR Voyix (VYX) for Q4 2016, worth a combined $4.1B — up 24% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VYX positions and 35 closed out — a net gain of 45 holders — while 104 added to existing stakes and 134 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $36.7M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $80.7M sold.

  • 382 institutional investors held NCR Voyix (VYX) as of Q4 2016, up from 343 in Q3 2016.
  • Funds reported $4.1B of NCR Voyix stock for Q4 2016, up 24% quarter-over-quarter.
  • 80 funds opened new NCR Voyix positions in Q4 2016 and 35 closed out, a net change of +45 holders.
  • The largest NCR Voyix buyer in Q4 2016 was Hennessy Advisors Inc, an estimated $36.7M added.
  • The largest NCR Voyix seller in Q4 2016 was Iridian Asset Management, an estimated $80.7M sold.

Based on aggregated 13F filings for Q4 2016.