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Flex
FLEX

Overview Fund Activity

440 hedge funds and large institutions have $11.8B invested in Flex in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+15
Holders Change %
+3.53%
% of All Funds
6.94%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
71
Increased
123
Reduced
179
Closed
54
Calls
$87.2M
Puts
$1.35B
Net Calls
-$1.26B
Net Calls Change
-$1.33B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.23B
2
Citadel Advisors
Citadel Advisors
Florida
$84.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$69.8M
4
LSV Asset Management
LSV Asset Management
Illinois
$181M
5
EARNEST Partners
EARNEST Partners
Georgia
$118M

Top Sellers

1
BlackRock
BlackRock
New York
$385M
2
Primecap Management
Primecap Management
California
$1.3B
3
SHCM
Sachem Head Capital Management
New York
$124M
4
Capital International Investors
Capital International Investors
California
$23.9M
5
Franklin Resources
Franklin Resources
California
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$584K -$23.5K -1,128 -4%
SG Americas Securities
252
SG Americas Securities
New York
$578K +$421K +20,226 +268%
GS
253
GTS Securities
New York
$573K +$573K +27,494 New
FFM
254
Forum Financial Management
Illinois
$564K – – –
NSEDCP
255
NJ State Employees Deferred Compensation Plan
New Jersey
$553K – – –
WA
256
WealthTrust Axiom
Pennsylvania
$545K – – –
NA
257
NewEdge Advisors
Louisiana
$544K -$257K -12,350 -32%
RJT
258
Raymond James Trust
Florida
$539K +$32.8K +1,575 +6%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$536K -$1.81K -87 -0.3%
AO
260
Advisor OS
Illinois
$520K +$520K +24,974 New
SW
261
SVB Wealth
Massachusetts
$515K -$87.6K -4,204 -15%
GLR
262
Great Lakes Retirement
Ohio
$509K -$3.94K -189 -0.8%
CB
263
Commerce Bank
Missouri
$506K -$30.4K -1,460 -6%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$502K -$10.5K -504 -2%
YCM
265
Yousif Capital Management
Michigan
$472K -$51.6K -2,475 -10%
LSAG
266
Lake Street Advisors Group
New Hampshire
$472K – – –
Aviva
267
Aviva
United Kingdom
$472K -$3.73K -179 -0.8%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$468K +$468K +22,493 New
BC
269
Bartlett & Co
Ohio
$468K +$468K +22,493 New
MSFP
270
Mark Sheptoff Financial Planning
Connecticut
$467K -$99.5K -4,778 -18%
VPIM
271
Vanguard Personalized Indexing Management
California
$462K -$25K -1,201 -5%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$460K +$333 +16 +0.1%
KPWS
273
Kestra Private Wealth Services
Texas
$454K -$13K -625 -3%
Prudential Financial
274
Prudential Financial
New Jersey
$444K +$60.8K +5,664 +16%
CC
275
Cipher Capital
New York
$442K -$922K -44,258 -68%
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