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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
EWM
351
Edge Wealth Management
New York
$1K
GWS
352
Glassman Wealth Services
Virginia
$1K
HR
353
Howe & Rusling
New York
$1K
MFT
354
Moisand Fitzgerald Tamayo
Florida
$1K
PCFFS
355
Pacific Center for Financial Services
California
$1K
QCG
356
Quadrant Capital Group
Ohio
$1K
RWA
357
Ropes Wealth Advisors
Massachusetts
$1K
TCM
358
TD Capital Management
Tennessee
$1K
VFA
359
Valeo Financial Advisors
Indiana
$1K
RCAG
360
Rehmann Capital Advisory Group
Michigan
$1K +$590 +28 New
CB
361
CNB Bank
Pennsylvania
$1K +$758 +36 New
OC
362
Oakworth Capital
Alabama
$1K +$822 +39 New
JG
363
Jefferies Group
New York
$1K +$969 +46 New
ACS
364
Archford Capital Strategies
Illinois
$1K +$990 +47 New
DWA
365
Divergent Wealth Advisors
Utah
$1K +$990 +47 New
CAW
366
Cornerstone Advisors (Washington)
Washington
$1K +$1.03K +49 New
PCIA
367
Prime Capital Investment Advisors
Kansas
$1K +$1.07K +51 New
CIP
368
Convergence Investment Partners
Florida
$1K +$1.1K +52 New
LFG
369
LifePlan Financial Group
Ohio
$1K +$1.31K +62 New
PO
370
Private Ocean
California
$1K +$1.52K +72 New
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$630
GEA
372
Glen Eagle Advisors
New Jersey
$536 +$590 +28 New
PAMU
373
Pictet Asset Management (UK)
United Kingdom
-$23.1M -1,108,400 Closed
BTP
374
Bloom Tree Partners
New York
-$18.3M -879,729 Closed
MPMG
375
Minneapolis Portfolio Management Group
Minnesota
-$15.3M -732,377 Closed

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.