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NCR Voyix

383 hedge funds and large institutions have $4.96B invested in NCR Voyix in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 56

21% more capital invested

Capital invested by funds: $4.1B → $4.96B (+$859M)

10.93% more ownership

Funds ownership: 132.73%143.66% (+11%)

8% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $33.4M

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

0% more funds holding

Funds holding: 382383 (+1)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
383
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
9.53%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.1%
New
68
Increased
127
Reduced
119
Closed
56
Calls
$36.2M
Puts
$33.4M
Net Calls
+$2.8M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
326
Barrow, Hanley, Mewhinney & Strauss
Texas
$14K +$13.7K +499 New
EWM
327
Evercore Wealth Management
New York
$13K -$17K -619 -58%
CIM
328
Contravisory Investment Management
Massachusetts
$13K -$4.47K -163 -26%
MBT
329
Monroe Bank & Trust
Michigan
$13K
TDC
330
Thompson Davis & Co
Virginia
$12K +$11.9K +435 New
AIM
331
Anchor Investment Management
South Carolina
$11.4K
GI
332
Gradient Investments
Minnesota
$10K
MWM
333
Mascoma Wealth Management
New Hampshire
$10K
AIL
334
AGF Investments LLC
Ontario, Canada
$9K -$1.95K -71 -18%
AIM
335
Advantage Investment Management
Iowa
$9K
BIG
336
Bellwether Investment Group
Tennessee
$9K
PFSC
337
Peoples Financial Services Corp
Pennsylvania
$9K +$7.54K +275 +625%
CGT
338
Capital Guardian Trust
California
$8K
IWM
339
IHT Wealth Management
Illinois
$8K
WEC
340
Winslow Evans & Crocker
Massachusetts
$7.4K
NYLT
341
New York Life Trust
New York
$7K -$72.3K -2,639 -91%
TWA
342
TCI Wealth Advisors
Arizona
$6K -$466 -17 -7%
MDCM
343
Morgan Dempsey Capital Management
Wisconsin
$6K
WA
344
Winfield Associates
Ohio
$6K
JCM
345
Jacobi Capital Management
Pennsylvania
$6K +$5.81K +212 New
CTC
346
Central Trust Company
Missouri
$5K
ClearBridge Investments
347
ClearBridge Investments
New York
$5K
LNB
348
Ledyard National Bank
$5K
RFA
349
Reilly Financial Advisors
California
$5K
BWM
350
Baystate Wealth Management
Massachusetts
$4K

VYX Hedge Fund Activity: Q1 2017 in Review

383 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NCR Voyix (VYX) for Q1 2017, worth a combined $4.96B — up 21% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new VYX positions and 56 closed out — a net gain of 12 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $471M. The largest seller was Fidelity Investments, cutting an estimated $42.4M.

  • 383 institutional investors held NCR Voyix (VYX) as of Q1 2017, up from 382 in Q4 2016.
  • Funds reported $4.96B of NCR Voyix stock for Q1 2017, up 21% quarter-over-quarter.
  • 68 funds opened new NCR Voyix positions in Q1 2017 and 56 closed out, a net change of +12 holders.
  • The largest NCR Voyix buyer in Q1 2017 was BlackRock, an estimated $471M added.
  • The largest NCR Voyix seller in Q1 2017 was Fidelity Investments, an estimated $42.4M sold.

Based on aggregated 13F filings for Q1 2017.