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.
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: 389 → 384 (-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: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$98.8M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$48.9M |
| 3 |
DK
Darrell & King
Charlottesville,
Virginia
|
+$33.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$36M |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
-$32.1M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$26.4M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$23.1M |
| 5 |
BTP
Bloom Tree Partners
New York
|
-$18.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
426
Winfield Associates
Cleveland,
Ohio
| – | -$5K | -204 | Closed |
|
|
FFG
427
Ford Financial Group
Fresno,
California
| – | -$2K | -106 | Closed |
|
428
AssetMark Inc
Concord,
California
| – | -$2K | -90 | Closed |
|
|
BBHC
429
Brown Brothers Harriman & Co
New York
| – | -$2K | -75 | Closed |
|
|
FWM
430
Focused Wealth Management
Newburgh,
New York
| – | -$1K | -59 | Closed |
|
|
PWAG
431
Polaris Wealth Advisory Group
San Rafael,
California
| – | +$211 | +10 | New |
|
|
BFC
432
Bedel Financial Consulting
Indianapolis,
Indiana
| – | +$337 | +16 | New |
|
|
ME
433
McIlrath & Eck
Arlington,
Washington
| – | +$337 | +16 | New |
|
|
WWMSC
434
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | +$337 | +16 | New |
|
|
JAM
435
Jolley Asset Management
Rocky Mount,
North Carolina
| – | +$421 | +20 | New |
|
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.