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NCR Voyix

369 hedge funds and large institutions have $3.22B invested in NCR Voyix in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 105 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $77.7M | Put options by funds: $21M

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more capital invested

Capital invested by funds: $2.99B → $3.22B (+$235M)

3% more funds holding

Funds holding: 358369 (+11)

0.14% more ownership

Funds ownership: 148.11%148.25% (+0.14%)

8% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 114

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
5.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
62
Increased
105
Reduced
114
Closed
48
Calls
$77.7M
Puts
$21M
Net Calls
+$56.7M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
351
Caldwell Sutter Capital
California
$504 +$476 +33 New
ODG
352
O'Dell Group
Ohio
$504 +$476 +33 New
PK
353
Pflug Koory
Nebraska
$479 +$447 +31 New
VWM
354
Valley Wealth Managers
New Jersey
$454
RFG
355
RFP Financial Group
Georgia
$403 -$491 -34 -57%
AWM
356
Avior Wealth Management
Nebraska
$403 -$188 -13 -33%
TCM
357
TD Capital Management
Tennessee
$315
AFS
358
Annapolis Financial Services
Maryland
$303
OSNBOA
359
Old Second National Bank of Aurora
Illinois
$302
TIM
360
Tortoise Investment Management
New York
$302
ME
361
McIlrath & Eck
Washington
$252
AAP
362
Arax Advisory Partners
Colorado
$227
BWA
363
BDO Wealth Advisors
Florida
$152
KFS
364
Kelly Financial Services
Massachusetts
$101
CWM
365
Cranbrook Wealth Management
Michigan
$34
TWP
366
TFO Wealth Partners
Ohio
$25
Capital Research Global Investors
367
Capital Research Global Investors
California
-$28.3M -1,956,000 Closed
Baird Financial Group
368
Baird Financial Group
Wisconsin
-$20.1M -1,388,771 Closed
SBH
369
Segall Bryant & Hamill
Illinois
-$14.1M -974,567 Closed
SCM
370
Solas Capital Management
Connecticut
-$6.46M -446,307 Closed
Bank of Nova Scotia
371
Bank of Nova Scotia
Ontario, Canada
-$2.74M -189,742 Closed
OQS
372
Occudo Quantitative Strategies
Florida
-$1.59M -110,186 Closed
KBC Group
373
KBC Group
Belgium
-$1.41M -97,164 Closed
KTA
374
Keeley-Teton Advisors
Illinois
-$957K -66,139 Closed
Jacobs Levy Equity Management
375
Jacobs Levy Equity Management
New Jersey
-$933K -64,473 Closed