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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 %
WANY
276
Wealthspire Advisors (New York)
New York
$431K +$431K +20,672 New
PTC
277
Private Trust Company
Ohio
$426K +$357K +17,120 +514%
O
278
Ossiam
France
$421K +$206K +9,888 +96%
Lazard Asset Management
279
Lazard Asset Management
New York
$419K -$207K -9,930 -33%
Cerity Partners
280
Cerity Partners
New York
$403K +$90K +4,326 +29%
SWA
281
Stratos Wealth Advisors
Ohio
$401K – – –
QCM
282
Quantinno Capital Management
New York
$400K – – –
GHA
283
GW Henssler & Associates
Georgia
$396K -$99.5K -4,778 -20%
CAG
284
Csenge Advisory Group
Florida
$389K +$389K +18,693 New
FTDI
285
First Trust Direct Indexing
Massachusetts
$382K +$29.8K +1,431 +8%
BFO
286
Boston Family Office
Massachusetts
$380K -$27.7K -1,327 -7%
CP
287
Covenant Partners
Tennessee
$378K – – –
Squarepoint
288
Squarepoint
New York
$376K -$299K -14,355 -44%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$374K -$1.04M -49,828 -73%
OC
290
Oppenheimer & Co
New York
$364K +$16.2K +779 +5%
RCAG
291
Rehmann Capital Advisory Group
Michigan
$352K -$1.54K -74 -0.4%
US Bancorp
292
US Bancorp
Minnesota
$349K -$93K -4,464 -21%
JIC
293
Johnson Investment Counsel
Ohio
$347K +$12.4K +597 +4%
GAA
294
Global Assets Advisory
Florida
$340K -$89.3K -4,289 -21%
HAIM
295
Hunter Associates Investment Management
Pennsylvania
$331K – – –
Capstone Investment Advisors
296
Capstone Investment Advisors
New York
$328K +$328K +15,759 New
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$325K -$57.6K -2,764 -15%
Natixis Advisors
298
Natixis Advisors
Massachusetts
$321K -$1.73K -83 -0.5%
SI
299
Stephens Inc
Arkansas
$319K -$9.37K -450 -3%
GT
300
Greenleaf Trust
Michigan
$309K -$18.4K -884 -6%
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