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Flex
FLEX

Overview Fund Activity

475 hedge funds and large institutions have $12.1B invested in Flex in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+26
Holders Change %
+5.79%
% of All Funds
6.96%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
85
Increased
152
Reduced
172
Closed
52
Calls
$95.4M
Puts
$49.8M
Net Calls
+$45.6M
Net Calls Change
+$10.1M

Top Buyers

1
SHCM
1
Sachem Head Capital Management
New York
$256M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$90.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$98.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$47.9M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$856M

Top Sellers

1
BlackRock
1
BlackRock
New York
$225M
2
Invesco
2
Invesco
Georgia
$169M
3
PWAM
3
Park West Asset Management
California
$66.6M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$28.7M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
251
Eagle Ridge Investment Management
Connecticut
$887K – – –
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$887K +$579K +25,206 +188%
AIA
253
Affinity Investment Advisors
California
$863K +$94.8K +4,131 +12%
NA
254
NewEdge Advisors
Louisiana
$839K -$190K -8,297 -18%
EFH
255
Eaton Financial Holdings
Florida
$829K +$1.68K +73 +0.2%
SWS
256
SYSTM Wealth Solutions
Illinois
$812K -$154K -6,721 -16%
Calamos Advisors
257
Calamos Advisors
Illinois
$807K -$726K -31,640 -47%
Pathstone Holdings
258
Pathstone Holdings
New Jersey
$785K +$785K +34,201 New
PS
259
Principal Securities
Iowa
$768K +$768K +33,459 New
PTC
260
Petrus Trust Company
Texas
$764K +$269K +11,734 +54%
IWC
261
Integrated Wealth Concepts
Massachusetts
$737K +$87.3K +3,803 +13%
ECM
262
Evergreen Capital Management
Washington
$726K +$1.08K +47 +0.1%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$700K -$1.09M -47,437 -61%
WWP
264
WR Wealth Planners
Missouri
$686K +$76.9K +3,350 +13%
NRD
265
Nebula Research & Development
New York
$665K +$665K +28,976 New
RJFSA
266
Raymond James Financial Services Advisors
Florida
$654K -$42.2K -1,837 -6%
BHCM
267
Brevan Howard Capital Management
Jersey
$646K +$305K +13,287 +89%
GAA
268
Green Alpha Advisors
Colorado
$644K -$587K -25,551 -48%
PTC
269
Private Trust Company
Ohio
$643K -$298 -13 -0%
Ohio Public Employees Retirement System (OPERS)
270
Ohio Public Employees Retirement System (OPERS)
Ohio
$642K +$3.1K +135 +0.5%
QWM
271
Quadcap Wealth Management
Texas
$633K +$633K +27,588 New
Mitsubishi UFJ Trust & Banking
272
Mitsubishi UFJ Trust & Banking
Japan
$625K -$139K -6,064 -18%
FFM
273
Forum Financial Management
Illinois
$621K – – –
HAG
274
HighPoint Advisor Group
Illinois
$617K +$617K +28,546 New
RJT
275
Raymond James Trust
Florida
$610K +$41.1K +1,792 +7%
9 10
11
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