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NCR Voyix

384 hedge funds and large institutions have $3.41B invested in NCR Voyix in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 109 increasing their positions, 137 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $49.4M | Put options by funds: $31.1M

1.31% more ownership

Funds ownership: 147.46%148.76% (+1.3%)

2% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 61

1% less funds holding

Funds holding: 389384 (-5)

9% less capital invested

Capital invested by funds: $3.74B → $3.41B (-$330M)

20% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 137

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
384
Holders Change
-5
Holders Change %
-1.29%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
62
Increased
109
Reduced
137
Closed
61
Calls
$49.4M
Puts
$31.1M
Net Calls
+$18.3M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
326
Reilly Financial Advisors
California
$4K
TWA
327
TCI Wealth Advisors
Arizona
$4K
RFM
328
Royal Fund Management
Florida
$4K +$63 +3 +1%
ClearBridge Investments
329
ClearBridge Investments
New York
$3K -$211 -10 -7%
JGIA
330
Jackson Grant Investment Advisers
Connecticut
$3K
LA
331
Legacy Advisors
Pennsylvania
$3K
OIA
332
Optimum Investment Advisors
Illinois
$3K +$3.43K +163 New
APA
333
American Portfolios Advisors
New York
$2.46K +$611 +29 +30%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$2K -$14.1K -668 -89%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$2K -$1.16K -55 -33%
CTB
336
Country Trust Bank
Illinois
$2K
KF
337
Krilogy Financial
Missouri
$2K
RAM
338
Riggs Asset Management
Pennsylvania
$2K
SIAP
339
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K
SWP
340
Strategic Wealth Partners
Ohio
$2K
VIA
341
Vantage Investment Advisors
Pennsylvania
$2K
YWP
342
YorkBridge Wealth Partners
New York
$2K
CFA
343
Carroll Financial Associates
North Carolina
$2K +$2.11K +100 +238%
IIC
344
Integrated Investment Consultants
Michigan
$2K +$2.17K +103 New
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.65K +126 New
GFP
346
Gryphon Financial Partners
Ohio
$1K -$3.58K -170 -80%
First Manhattan
347
First Manhattan
New York
$1K -$1.03K -49 -35%
AWM
348
Aevitas Wealth Management
Massachusetts
$1K
BWM
349
Baystate Wealth Management
Massachusetts
$1K
EARNEST Partners
350
EARNEST Partners
Georgia
$1K

VYX Hedge Fund Activity: Q1 2018 in Review

384 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NCR Voyix (VYX) for Q1 2018, worth a combined $3.41B — down 8.8% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VYX positions and 61 closed out — a net gain of 1 holder — while 109 added to existing stakes and 137 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $98.8M. The largest seller was JP Morgan Chase, cutting an estimated $36M.

  • 384 institutional investors held NCR Voyix (VYX) as of Q1 2018, down from 389 in Q4 2017.
  • Funds reported $3.41B of NCR Voyix stock for Q1 2018, down 8.8% quarter-over-quarter.
  • 62 funds opened new NCR Voyix positions in Q1 2018 and 61 closed out, a net change of +1 holder.
  • The largest NCR Voyix buyer in Q1 2018 was Janus Henderson Group, an estimated $98.8M added.
  • The largest NCR Voyix seller in Q1 2018 was JP Morgan Chase, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2018.