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NCR Voyix

344 hedge funds and large institutions have $2.67B invested in NCR Voyix in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $37.9M | Put options by funds: $33.8M

3.49% more ownership

Funds ownership: 156.07%159.57% (+3.5%)

1% less funds holding

Funds holding: 347344 (-3)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

17% less capital invested

Capital invested by funds: $3.21B → $2.67B (-$538M)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 118

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
344
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
7.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
58
Increased
96
Reduced
118
Closed
59
Calls
$37.9M
Puts
$33.8M
Net Calls
+$4.14M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
351
BlueCrest Capital Management
Jersey
-$296K -16,960 Closed
FCI
352
Financial Counselors Inc
Kansas
-$262K -15,006 Closed
SCM
353
Shelton Capital Management
Colorado
-$245K -14,036 Closed
Mariner
354
Mariner
Kansas
-$229K -13,156 Closed
VFA
355
Voya Financial Advisors
Connecticut
-$223K -12,703 Closed
WAM
356
World Asset Management
Michigan
-$218K -12,531 Closed
FAAS
357
First Allied Advisory Services
California
-$218K -12,300 Closed
AWM
358
Avior Wealth Management
Nebraska
-$150K -8,606 Closed
PCM
359
Princeton Capital Management
New Jersey
-$120K -6,862 Closed
DZ Bank
360
DZ Bank
Germany
-$115K -6,636 Closed
Qube Research & Technologies (QRT)
361
Qube Research & Technologies (QRT)
United Kingdom
-$106K -6,068 Closed
PFPT
362
Pinnacle Financial Partners (Tennessee)
Tennessee
-$28K -1,630 Closed
KJWM
363
Kiley Juergens Wealth Management
Washington
-$25K -1,467 Closed
MWPCG
364
Measured Wealth Private Client Group
New Hampshire
-$26K -1,467 Closed
SFM
365
Signet Financial Management
New Jersey
-$21K -1,180 Closed
SPIA
366
Steward Partners Investment Advisory
New York
-$19K -1,115 Closed
TL
367
TrueWealth LLC
Georgia
-$15.4K -978 -99%
AIL
368
AGF Investments LLC
Ontario, Canada
-$14K -807 Closed
APP
369
Avantax Planning Partners
Iowa
-$14K -786 Closed
PWAG
370
Polaris Wealth Advisory Group
California
-$12K -701 Closed
1IA
371
1834 Investment Advisors
Wisconsin
-$6.5K -414 -99%
LA
372
Legacy Advisors
Pennsylvania
-$6K -339 Closed
Barrow, Hanley, Mewhinney & Strauss
373
Barrow, Hanley, Mewhinney & Strauss
Texas
-$5K -277 Closed
SFSIG
374
San Francisco Sentry Investment Group
California
-$4K -240 Closed
VRM
375
Vectors Research Management
New York
-$4K -192 Closed

VYX Hedge Fund Activity: Q4 2018 in Review

344 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NCR Voyix (VYX) for Q4 2018, worth a combined $2.67B — down 17% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of VYX and 58 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 96 added.

The largest buyer was Janus Henderson Group, adding an estimated $30.9M. The largest seller was Darrell & King, exiting entirely with an estimated $30.4M sold.

  • 344 institutional investors held NCR Voyix (VYX) as of Q4 2018, down from 347 in Q3 2018.
  • Funds reported $2.67B of NCR Voyix stock for Q4 2018, down 17% quarter-over-quarter.
  • 58 funds opened new NCR Voyix positions in Q4 2018 and 59 closed out, a net change of -1 holder.
  • The largest NCR Voyix buyer in Q4 2018 was Janus Henderson Group, an estimated $30.9M added.
  • The largest NCR Voyix seller in Q4 2018 was Darrell & King, an estimated $30.4M sold.

Based on aggregated 13F filings for Q4 2018.