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NCR Voyix

374 hedge funds and large institutions have $4.17B invested in NCR Voyix in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 128 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $46M | Put options by funds: $14.1M

3.78% more ownership

Funds ownership: 145.99%149.77% (+3.8%)

0% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 128

5% less funds holding

Funds holding: 392374 (-18)

6% less capital invested

Capital invested by funds: $4.43B → $4.17B (-$262M)

20% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 64

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
374
Holders Change
-18
Holders Change %
-4.59%
% of All Funds
9.32%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
51
Increased
128
Reduced
128
Closed
64
Calls
$46M
Puts
$14.1M
Net Calls
+$31.9M
Net Calls Change
+$45.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$26K +$2.02K +88 +8%
AF
302
Allworth Financial
California
$23K
WA
303
WealthTrust-Arizona
Arizona
$22K -$345 -15 -2%
CG
304
Cutler Group
California
$20K -$4.51K -196 -18%
TDC
305
Thompson Davis & Co
Virginia
$20K -$1.84K -80 -8%
MWM
306
Mascoma Wealth Management
New Hampshire
$20K
PFC
307
Phocas Financial Corp
California
$19K +$663K +28,815 +4%
MRCM
308
M&R Capital Management
New Jersey
$18K -$7.5K -326 -29%
IDBONY
309
Israel Discount Bank of New York
New York
$18K +$16.9K +733 +1,788%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$17K
PA
311
Parallel Advisors
California
$14K
ATC
312
Adirondack Trust Company
New York
$12K
FHA
313
First Horizon Advisors
Tennessee
$12K
Barrow, Hanley, Mewhinney & Strauss
314
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K
SPIA
315
Steward Partners Investment Advisory
New York
$11K +$2.48K +108 +26%
CIM
316
Contravisory Investment Management
Massachusetts
$11K +$10.6K +463 New
EWM
317
Evercore Wealth Management
New York
$10K
AIM
318
Anchor Investment Management
South Carolina
$9.38K
AW
319
Alpha Windward
Massachusetts
$9K
AIM
320
Advantage Investment Management
Iowa
$8K
IWM
321
IHT Wealth Management
Illinois
$8K
JGIA
322
Jackson Grant Investment Advisers
Connecticut
$8K +$7.5K +326 New
PFSC
323
Peoples Financial Services Corp
Pennsylvania
$7K
CTC
324
Central Trust Company
Missouri
$7K +$2.85K +124 +76%
CBT
325
Capital Bank & Trust
California
$6K

VYX Hedge Fund Activity: Q3 2017 in Review

374 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NCR Voyix (VYX) for Q3 2017, worth a combined $4.17B — down 5.9% from $4.43B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of VYX and 51 opened new positions — a net loss of 13 holders — while 128 trimmed existing stakes and 128 added.

The largest buyer was Wells Fargo, adding an estimated $188M. The largest seller was Fidelity Investments, cutting an estimated $31.9M.

  • 374 institutional investors held NCR Voyix (VYX) as of Q3 2017, down from 392 in Q2 2017.
  • Funds reported $4.17B of NCR Voyix stock for Q3 2017, down 5.9% quarter-over-quarter.
  • 51 funds opened new NCR Voyix positions in Q3 2017 and 64 closed out, a net change of -13 holders.
  • The largest NCR Voyix buyer in Q3 2017 was Wells Fargo, an estimated $188M added.
  • The largest NCR Voyix seller in Q3 2017 was Fidelity Investments, an estimated $31.9M sold.

Based on aggregated 13F filings for Q3 2017.