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FedEx
FDX

Overview Fund Activity

1,270 hedge funds and large institutions have $28.9B invested in FedEx in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 347 increasing their positions, 596 reducing their positions, and 115 closing their positions.

Holders
1,270
Holders Change
+25
Holders Change %
+2.01%
% of All Funds
25.08%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.3%
New
163
Increased
347
Reduced
596
Closed
115
Calls
$1.04B
Puts
$1.7B
Net Calls
-$660M
Net Calls Change
-$114M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$3.93B
2
Artisan Partners
2
Artisan Partners
Wisconsin
$762M
3
CCM
3
Causeway Capital Management
California
$150M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$96.8M
5
VH
5
ValueAct Holdings
California
$89.2M

Top Sellers

1
GA
1
Greenhaven Associates
New York
$5.32M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$280M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.22M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$68.2M
5
Bank of America
5
Bank of America
North Carolina
$211M
Name Market Value Shares Shares
Change 		Shares
Change %
PMFA
1176
Plante Moran Financial Advisors
Michigan
$30K 200 – –
PCTC
1177
Perkins Coie Trust Company
Washington
$29K 190 – –
EWM
1178
Endurance Wealth Management
Rhode Island
$29K 190 – –
HIIFS
1179
Harel Insurance Investments & Financial Services
Israel
$29K 193 +19 +11%
MF
1180
Manchester Financial
California
$29K 190 +190 New
AWMS
1181
Advocacy Wealth Management Services
Georgia
$27K 178 -5 -3%
TFO
1182
Tarbox Family Office
California
$27K 177 +22 +14%
Lazard Asset Management
1183
Lazard Asset Management
New York
$26K 175 -1,903 -92%
EWA
1184
Evolution Wealth Advisors
Florida
$26K 170 -16 -9%
ADL
1185
Asset Dedication LLC
California
$26K 171 +46 +37%
SQA
1186
Simon Quick Advisors
New Jersey
$26K 170 +160 +1,600%
LS
1187
Leelyn Smith
Illinois
$25.2K 167 +167 New
KFS
1188
Kelly Financial Services
Massachusetts
$25.2K 166 – –
PCG
1189
Private Capital Group
Connecticut
$24K 161 -676 -81%
WPA
1190
West Paces Advisors
Georgia
$23.6K 156 – –
ST
1191
Sageworth Trust
Pennsylvania
$23K 150 – –
CB
1192
CNB Bank
Pennsylvania
$23K 125 +125 New
SFG
1193
Sowa Financial Group
Rhode Island
$23K 150 +150 New
SLF
1194
Sun Life Financial
Ontario, Canada
$22K 143 -52 -27%
NIM
1195
NuWave Investment Management
New Jersey
$21K 142 -582 -80%
RA
1196
Rational Advisors
New York
$21K 142 -444 -76%
WAS
1197
Winch Advisory Services
Wisconsin
$21K 137 – –
EARNEST Partners
1198
EARNEST Partners
Georgia
$21K 136 – –
EWM
1199
EPG Wealth Management
Georgia
$21K 138 +138 New
EIM
1200
Essex Investment Management
Massachusetts
$20K 135 – –
46 47
48
49 50