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Flex
FLEX

Overview Fund Activity

425 hedge funds and large institutions have $9.85B invested in Flex in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 133 increasing their positions, 147 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.8%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.42%
New
81
Increased
133
Reduced
147
Closed
60
Calls
$96.8M
Puts
$29.8M
Net Calls
+$67M
Net Calls Change
-$21.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$248M
2
LSV Asset Management
LSV Asset Management
Illinois
+$73.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$56.6M
4
PWAM
Park West Asset Management
California
+$55.9M
5
SI
Scout Investments
Missouri
+$45.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$115M
2
SHCM
Sachem Head Capital Management
New York
-$103M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$97.8M
4
JCAM
Jericho Capital Asset Management
New York
-$75.4M
5
ECP
Electron Capital Partners
New York
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Seelaus Asset Management
New Jersey
$556K +$556K +33,646 New
ECM
252
Evergreen Capital Management
Washington
$529K -$1.06K -61 -0.2%
WWP
253
WR Wealth Planners
Missouri
$526K +$19.1K +1,104 +4%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$524K -$910K -52,456 -63%
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$521K -$142K -8,182 -21%
Lazard Asset Management
256
Lazard Asset Management
New York
$521K +$55.7K +3,211 +12%
Ohio Public Employees Retirement System (OPERS)
257
Ohio Public Employees Retirement System (OPERS)
Ohio
$506K +$94.4K +5,442 +23%
SW
258
SVB Wealth
Massachusetts
$502K -$31.2K -1,800 -6%
MSFP
259
Mark Sheptoff Financial Planning
Connecticut
$472K +$117K +6,768 +33%
FFM
260
Forum Financial Management
Illinois
$469K – – –
KeyBank National Association
261
KeyBank National Association
Ohio
$461K +$461K +26,612 New
NSEDCP
262
NJ State Employees Deferred Compensation Plan
New Jersey
$460K – – –
WA
263
WealthTrust Axiom
Pennsylvania
$454K – – –
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$448K -$3.21K -185 -0.7%
CB
265
Commerce Bank
Missouri
$446K +$5.51K +318 +1%
YCM
266
Yousif Capital Management
Michigan
$436K -$66.4K -3,828 -13%
GLR
267
Great Lakes Retirement
Ohio
$427K +$427K +24,640 New
ATPW
268
Ashton Thomas Private Wealth
Arizona
$427K +$70.4K +4,058 +20%
WG
269
Winton Group
United Kingdom
$425K -$780 -45 -0.2%
RJT
270
Raymond James Trust
Florida
$421K +$49.6K +2,863 +13%
GHA
271
GW Henssler & Associates
Georgia
$412K -$50.3K -2,898 -11%
VPIM
272
Vanguard Personalized Indexing Management
California
$405K -$115K -6,606 -22%
Aviva
273
Aviva
United Kingdom
$396K -$1.02M -58,969 -72%
LSAG
274
Lake Street Advisors Group
New Hampshire
$393K +$393K +22,681 New
KPWS
275
Kestra Private Wealth Services
Texas
$389K +$12.4K +713 +3%
9 10
11
12 13