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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
CT
301
Caldwell Trust
Florida
$4.33K
HR
302
Howe & Rusling
New York
$4K -$1.23K -56 -23%
AWM
303
Accel Wealth Management
Iowa
$4K
COCM
304
Charter Oak Capital Management
New Hampshire
$4K
PWMG
305
Prestige Wealth Management Group
New Jersey
$4K
PA
306
Parallel Advisors
California
$4K +$1.01K +46 +39%
QCG
307
Quadrant Capital Group
Ohio
$4K +$1.76K +80 +83%
EVM
308
Eaton Vance Management
Massachusetts
$4K +$4.22K +192 New
Lazard Asset Management
309
Lazard Asset Management
New York
$3K -$36.9K -1,677 -92%
PCG
310
Private Capital Group
Connecticut
$3K
RAM
311
Riggs Asset Management
Pennsylvania
$3K
SWA
312
SOA Wealth Advisors
New York
$3K
GEA
313
Glen Eagle Advisors
New Jersey
$2.58K
APA
314
American Portfolios Advisors
New York
$2.35K
BCA
315
Berman Capital Advisors
Georgia
$2K
CTB
316
Country Trust Bank
Illinois
$2K
EARNEST Partners
317
EARNEST Partners
Georgia
$2K
HWA
318
HHM Wealth Advisors
Tennessee
$2K
KFI
319
Key Financial Inc
Pennsylvania
$2K
NSIM
320
North Star Investment Management
Illinois
$2K
PCFFS
321
Pacific Center for Financial Services
California
$2K
RFA
322
Reilly Financial Advisors
California
$2K
TFM
323
TFC Financial Management
Massachusetts
$2K +$66 +3 +4%
HPC
324
HM Payson & Co
Maine
$2K +$286 +13 +22%
PO
325
Private Ocean
California
$2K +$1.8K +82 New

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.