472 hedge funds and large institutions have $11.3B invested in Flex in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 46 increasing their positions, 351 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.84%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
75
Increased
46
Reduced
351
Closed
76
Calls
$134M
Puts
$26M
Net Calls
+$108M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
251
WR Wealth Planners
Missouri
$635K -$220K -7,691 -26%
QT
252
Quantbot Technologies
New York
$633K +$633K +22,122 New
Cerity Partners
253
Cerity Partners
New York
$624K +$152K +5,298 +32%
GAA
254
Green Alpha Advisors
Colorado
$604K -$199K -6,939 -25%
DTL
255
Dynamic Technology Lab
Singapore
$600K +$600K +21,001 New
FFM
256
Forum Financial Management
Illinois
$584K -$191K -6,671 -25%
Ohio Public Employees Retirement System (OPERS)
257
Ohio Public Employees Retirement System (OPERS)
Ohio
$580K -$220K -7,677 -27%
NSEDCP
258
NJ State Employees Deferred Compensation Plan
New Jersey
$572K -$187K -6,540 -25%
RJT
259
Raymond James Trust
Florida
$571K -$190K -6,639 -25%
PTC
260
Petrus Trust Company
Texas
$559K -$393K -13,753 -41%
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$558K -$175K -6,132 -24%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$553K -$181K -6,319 -25%
VPIM
263
Vanguard Personalized Indexing Management
California
$550K -$111K -3,893 -17%
SM
264
Sciencast Management
New Jersey
$543K +$543K +18,990 New
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$542K +$542K +18,960 New
YIH
266
Y-Intercept (HK)
Hong Kong
$518K -$2.9M -101,233 -85%
OC
267
Oppenheimer & Co
New York
$517K -$42.3K -1,480 -8%
IWC
268
Integrated Wealth Concepts
Massachusetts
$516K -$402K -14,060 -44%
SIC
269
Samalin Investment Counsel
New York
$509K +$509K +17,781 New
WA
270
WealthTrust Axiom
Pennsylvania
$503K -$164K -5,745 -25%
AFG
271
Allegheny Financial Group
Pennsylvania
$503K -$159K -5,555 -24%
LSAG
272
Lake Street Advisors Group
New Hampshire
$491K -$158K -5,515 -24%
CB
273
Commerce Bank
Missouri
$490K -$183K -6,388 -27%
PP
274
Prudential plc
United Kingdom
$488K -$84.4K -2,949 -15%
ATPW
275
Ashton Thomas Private Wealth
Arizona
$488K -$159K -5,573 -25%