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NCR Voyix

358 hedge funds and large institutions have $2.99B invested in NCR Voyix in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $89.4M | Put options by funds: $34.8M

12% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 97

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

1% more capital invested

Capital invested by funds: $2.96B → $2.99B (+$33.9M)

1% less funds holding

Funds holding: 362358 (-4)

4.19% less ownership

Funds ownership: 152.3%148.11% (-4.2%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
5.71%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
44
Increased
109
Reduced
97
Closed
42
Calls
$89.4M
Puts
$34.8M
Net Calls
+$54.6M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
326
RFP Financial Group
Georgia
$872 +$921 +60 New
SIS
327
Sound Income Strategies
Florida
$849
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$849 +$906 +59 New
Commonwealth Equity Services
329
Commonwealth Equity Services
Massachusetts
$712 +$11.1K +722 +1%
RWM
330
Ruedi Wealth Management
Illinois
$661
TPCW
331
TD Private Client Wealth
New York
$661
SIC
332
SJS Investment Consulting
Ohio
$614
WWM
333
Wolff Wiese Magana
California
$614
APW
334
Acima Private Wealth
Virginia
$590
MHR
335
Matthew Hamilton Rosenberg
$590
DI
336
Disciplined Investments
Oklahoma
$590 +$77 +5 +14%
AWM
337
Avior Wealth Management
Nebraska
$566
CSWM
338
Cassady Schiller Wealth Management
Ohio
$519
CB
339
CNB Bank
Pennsylvania
$519
BWM
340
BerganKDV Wealth Management
Minnesota
$472
CT
341
Cambridge Trust
Massachusetts
$472
HI
342
Harbour Investments
Wisconsin
$472 +$507 +33 New
VWM
343
Valley Wealth Managers
New Jersey
$425 +$445 +29 New
TCM
344
TD Capital Management
Tennessee
$295
AFS
345
Annapolis Financial Services
Maryland
$284
EWA
346
EverSource Wealth Advisors
Alabama
$283
OSNBOA
347
Old Second National Bank of Aurora
Illinois
$283
TIM
348
Tortoise Investment Management
New York
$283
ME
349
McIlrath & Eck
Washington
$236
AAP
350
Arax Advisory Partners
Colorado
$213

VYX Hedge Fund Activity: Q1 2023 in Review

358 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NCR Voyix (VYX) for Q1 2023, worth a combined $2.99B — up 1.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VYX positions and 42 closed out — a net gain of 2 holders — while 109 added to existing stakes and 97 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $16.2M. The largest seller was Goldman Sachs, cutting an estimated $45.2M.

  • 358 institutional investors held NCR Voyix (VYX) as of Q1 2023, down from 362 in Q4 2022.
  • Funds reported $2.99B of NCR Voyix stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 44 funds opened new NCR Voyix positions in Q1 2023 and 42 closed out, a net change of +2 holders.
  • The largest NCR Voyix buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $16.2M added.
  • The largest NCR Voyix seller in Q1 2023 was Goldman Sachs, an estimated $45.2M sold.

Based on aggregated 13F filings for Q1 2023.