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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 %
BP
276
Ballentine Partners
Massachusetts
$386K -$4.51K -260 -1%
Prudential Financial
277
Prudential Financial
New Jersey
$383K +$196K +18,257 +105%
DC
278
Diametric Capital
Massachusetts
$383K -$179K -10,333 -32%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$383K +$383K +22,084 New
GI
280
GAMCO Investors
Connecticut
$370K – – –
US Bancorp
281
US Bancorp
Minnesota
$368K -$26.1K -1,505 -7%
GIA
282
Gateway Investment Advisers
Ohio
$366K +$151K +8,705 +70%
Mariner
283
Mariner
Kansas
$363K +$28.5K +1,647 +9%
APG
284
Abacus Planning Group
South Carolina
$359K – – –
BFM
285
Boothbay Fund Management
New York
$342K -$9.2M -530,817 -96%
GAA
286
Global Assets Advisory
Florida
$339K +$339K +20,599 New
BFO
287
Boston Family Office
Massachusetts
$338K – – –
JF
288
Jump Financial
Illinois
$338K +$338K +19,467 New
SWA
289
Stratos Wealth Advisors
Ohio
$334K -$17.5K -1,011 -5%
QCM
290
Quantinno Capital Management
New York
$333K -$25.4K -1,464 -7%
RJFSA
291
Raymond James Financial Services Advisors
Florida
$322K +$5.5K +317 +2%
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$319K -$12.2K -702 -4%
CP
293
Covenant Partners
Tennessee
$314K -$47.5K -2,737 -13%
BA
294
Bridgewater Associates
Connecticut
$309K +$309K +17,836 New
AT
295
American Trust
Kentucky
$299K -$6.17K -356 -2%
RCAG
296
Rehmann Capital Advisory Group
Michigan
$294K -$20.8K -1,201 -7%
FTDI
297
First Trust Direct Indexing
Massachusetts
$293K +$28.7K +1,654 +11%
OC
298
Oppenheimer & Co
New York
$289K +$289K +16,684 New
WAM
299
Watershed Asset Management
California
$280K +$280K +16,127 New
Mitsubishi UFJ Trust & Banking
300
Mitsubishi UFJ Trust & Banking
Japan
$279K -$306K -17,653 -52%
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