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NCR Voyix

369 hedge funds and large institutions have $3.22B invested in NCR Voyix in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 105 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $77.7M | Put options by funds: $21M

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more capital invested

Capital invested by funds: $2.99B → $3.22B (+$235M)

3% more funds holding

Funds holding: 358369 (+11)

0.14% more ownership

Funds ownership: 148.11%148.25% (+0.14%)

8% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 114

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
5.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
62
Increased
105
Reduced
114
Closed
48
Calls
$77.7M
Puts
$21M
Net Calls
+$56.7M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
301
Capital Advisors Ltd
Ohio
$4K
IGWM
302
ICA Group Wealth Management
Colorado
$3.91K
SSB
303
Sandy Spring Bank
Maryland
$3.78K
GWS
304
Glassman Wealth Services
Virginia
$3.45K -$245 -17 -7%
CHA
305
Carmichael Hill & Associates
Maryland
$3.28K
IA
306
IFP Advisors
Florida
$3.2K +$43 +3 +1%
CT
307
Caldwell Trust
Florida
$2.9K
PWMG
308
Prestige Wealth Management Group
New Jersey
$2.7K
CB
309
Centennial Bank
Arkansas
$2.67K +$2.5K +173 New
ICM
310
Intrepid Capital Management
Florida
$2.52K +$2.35K +163 New
SWA
311
SOA Wealth Advisors
New York
$2.47K
ARS
312
Adirondack Retirement Specialists
New York
$2.27K +$2.12K +147 New
GEA
313
Glen Eagle Advisors
New Jersey
$2.09K +$563 +39 +41%
PA
314
Parallel Advisors
California
$1.97K -$1.98K -137 -52%
BWL
315
Bogart Wealth LLC
Virginia
$1.61K +$43 +3 +3%
AAG
316
Armstrong Advisory Group
Massachusetts
$1.59K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.59K
MA
318
MCF Advisors
Kentucky
$1.56K
PP
319
PFS Partners
New Jersey
$1.56K
CNBTD
320
Citizens National Bank Trust Department
Mississippi
$1.56K
LFG
321
Larson Financial Group
Missouri
$1.51K
SCA
322
Stonebridge Capital Advisors
Minnesota
$1.51K
KFI
323
Key Financial Inc
Pennsylvania
$1.49K
FFA
324
Farther Finance Advisors
California
$1.49K +$1.24K +86 +860%
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$1.41K