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NCR Voyix

362 hedge funds and large institutions have $2.96B invested in NCR Voyix in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 90 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $110M | Put options by funds: $28.5M

34% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 90

21% more capital invested

Capital invested by funds: $2.45B → $2.96B (+$509M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 72

2% less funds holding

Funds holding: 369362 (-7)

1.97% less ownership

Funds ownership: 154.27%152.3% (-2%)

Holders
362
Holders Change
-7
Holders Change %
-1.9%
% of All Funds
5.82%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
73
Increased
121
Reduced
90
Closed
72
Calls
$110M
Puts
$28.5M
Net Calls
+$81.4M
Net Calls Change
-$98M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Accel Wealth Management
Iowa
$2.34K
SWA
302
SOA Wealth Advisors
New York
$2.29K
BAM
303
Baldrige Asset Management
Pennsylvania
$2K
MCI
304
MRP Capital Investments
Georgia
$1.9K +$1.76K +132 New
RAM
305
Riggs Asset Management
Pennsylvania
$1.59K
CS
306
Comerica Securities
Michigan
$1.54K +$1.44K +108 New
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$1.48K
AAG
308
Armstrong Advisory Group
Massachusetts
$1.48K +$1.37K +103 New
PP
309
PFS Partners
New Jersey
$1.45K
BWL
310
Bogart Wealth LLC
Virginia
$1.45K +$1.34K +101 New
SCA
311
Stonebridge Capital Advisors
Minnesota
$1.41K
GEA
312
Glen Eagle Advisors
New Jersey
$1.38K
CSPIA
313
Cary Street Partners Investment Advisory
Virginia
$1.31K +$1.21K +91 New
TFS
314
TrustCore Financial Services
Tennessee
$1.22K
SWA
315
Sutton Wealth Advisors
Florida
$1.19K +$1.1K +83 New
PO
316
Private Ocean
California
$1.17K +$1.09K +82 New
SC
317
Schubert & Co
Texas
$1.15K -$173 -13 -14%
KFI
318
Key Financial Inc
Pennsylvania
$1.12K
First Manhattan
319
First Manhattan
New York
$1.05K -$239 -18 -20%
CTB
320
Country Trust Bank
Illinois
$1.03K
CNBTD
321
Citizens National Bank Trust Department
Mississippi
$1K
FMP
322
Financial Management Professionals
Texas
$1K
TSWM
323
Tyler-Stone Wealth Management
Ohio
$1K
EARNEST Partners
324
EARNEST Partners
Georgia
$960
TFM
325
TFC Financial Management
Massachusetts
$960