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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
BIA
326
Bell Investment Advisors
California
$960 +$572 +43 +179%
SIS
327
Sound Income Strategies
Florida
$843
GJIA
328
Glass Jacobson Investment Advisors
Maryland
$843 +$785 +59 New
BCM
329
Blume Capital Management
California
$819 +$758 +57 New
TF
330
TimeScale Financial
Massachusetts
$722
BAM
331
Byrne Asset Management
New Jersey
$655
TPCW
332
TD Private Client Wealth
New York
$655
CWC
333
Carolinas Wealth Consulting
North Carolina
$655 +$612 +46 New
RWM
334
Ruedi Wealth Management
Illinois
$655 +$612 +46 New
SIC
335
SJS Investment Consulting
Ohio
$609 +$186 +14 +50%
WWM
336
Wolff Wiese Magana
California
$609 +$559 +42 New
APW
337
Acima Private Wealth
Virginia
$585
MHR
338
Matthew Hamilton Rosenberg
$585 +$545 +41 New
LFG
339
Larson Financial Group
Missouri
$562
AWM
340
Avior Wealth Management
Nebraska
$561
CB
341
CNB Bank
Pennsylvania
$515
DI
342
Disciplined Investments
Oklahoma
$515 +$160 +12 +50%
CSWM
343
Cassady Schiller Wealth Management
Ohio
$515 +$479 +36 New
MPCL
344
My Personal CFO LLC
Washington
$492 +$452 +34 New
BWM
345
BerganKDV Wealth Management
Minnesota
$468 +$439 +33 New
MFT
346
Moisand Fitzgerald Tamayo
Florida
$399
ATC
347
Adirondack Trust Company
New York
$397
TCM
348
TD Capital Management
Tennessee
$293
EWA
349
EverSource Wealth Advisors
Alabama
$281 -$3.29K -247 -93%
AFS
350
Annapolis Financial Services
Maryland
$281 -$532 -40 -67%