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NCR Voyix

363 hedge funds and large institutions have $2.42B invested in NCR Voyix in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 40 increasing their positions, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $17.5M

4% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 68

3% less funds holding

Funds holding: 373363 (-10)

29% less capital invested

Capital invested by funds: $3.43B → $2.42B (-$1.01B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

45.81% less ownership

Funds ownership: 147.17%101.36% (-46%)

84% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 258

Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.29%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
65
Increased
40
Reduced
258
Closed
68
Calls
$52.2M
Puts
$17.5M
Net Calls
+$34.7M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
326
Financial Management Professionals
Texas
$1K -$367 -23 -39%
KFI
327
Key Financial Inc
Pennsylvania
$998 -$590 -37 -39%
AT
328
Arlington Trust
Alabama
$930 +$877 +55 New
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$846 +$798 +50 New
PA
330
Parallel Advisors
California
$812 -$479 -30 -38%
CTB
331
Country Trust Bank
Illinois
$744 -$447 -28 -39%
CPA
332
Clear Point Advisors
New York
$744 +$702 +44 New
PCFFS
333
Pacific Center for Financial Services
California
$711 -$415 -26 -38%
JFA
334
JNBA Financial Advisors
Minnesota
$677 -$399 -25 -38%
SIC
335
SJS Investment Consulting
Ohio
$609 -$367 -23 -39%
S
336
Sachetta
Massachusetts
$525 +$494 +31 New
RWM
337
Ruedi Wealth Management
Illinois
$473 -$287 -18 -39%
WWM
338
Wolff Wiese Magana
California
$440 -$255 -16 -38%
MHR
339
Matthew Hamilton Rosenberg
$423 -$255 -16 -39%
First Manhattan
340
First Manhattan
New York
$422 -$255 -16 -39%
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$406 +$383 +24 New
CSWM
342
Cassady Schiller Wealth Management
Ohio
$372 -$223 -14 -39%
CB
343
CNB Bank
Pennsylvania
$372 -$223 -14 -39%
ODG
344
O'Dell Group
Ohio
$339 +$319 +20 New
CT
345
Cambridge Trust
Massachusetts
$338 -$207 -13 -39%
PK
346
Pflug Koory
Nebraska
$321 -$191 -12 -39%
PWMG
347
Private Wealth Management Group
New Jersey
$305 +$287 +18 New
VWM
348
Valley Wealth Managers
New Jersey
$304 -$175 -11 -38%
TCM
349
TD Capital Management
Tennessee
$211 -$128 -8 -38%
EWA
350
EverSource Wealth Advisors
Alabama
$203 -$1.18K -74 -86%