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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 %
JIC
301
Johnson Investment Counsel
Ohio
$279K – – –
HAIM
302
Hunter Associates Investment Management
Pennsylvania
$275K – – –
SI
303
Stephens Inc
Arkansas
$273K -$21.8K -1,258 -7%
GT
304
Greenleaf Trust
Michigan
$273K -$2.48K -143 -0.9%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$269K -$555 -32 -0.2%
IWC
306
Integrated Wealth Concepts
Massachusetts
$264K -$1.32K -76 -0.5%
TPCW
307
TD Private Client Wealth
New York
$261K -$12.4K -716 -5%
Cerity Partners
308
Cerity Partners
New York
$261K -$9.85K -568 -4%
WPC
309
Waters Parkerson & Co
Louisiana
$259K – – –
Los Angeles Capital Management
310
Los Angeles Capital Management
California
$257K +$257K +14,825 New
Brown Advisory
311
Brown Advisory
Maryland
$254K +$254K +14,663 New
CICI
312
Capital Investment Counsel Inc
North Carolina
$245K – – –
LBC
313
Lowe Brockenbrough & Co
Virginia
$242K – – –
QIM
314
Quantitative Investment Management
Virginia
$234K +$234K +13,500 New
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$222K -$88.9K -5,124 -29%
GC
316
Guggenheim Capital
Illinois
$222K +$222K +12,806 New
SM
317
Sciencast Management
New Jersey
$221K +$221K +12,552 New
S
318
SignatureFD
Georgia
$219K -$1.87K -108 -0.8%
CWM
319
Congress Wealth Management
Massachusetts
$218K – – –
KAS
320
Kestra Advisory Services
Texas
$214K -$476K -27,458 -69%
DADC
321
D.A. Davidson & Co
Montana
$213K +$213K +12,313 New
AIM
322
Allen Investment Management
New York
$210K +$210K +12,131 New
PTC
323
Petrus Trust Company
Texas
$200K +$200K +11,542 New
GRP
324
Global Retirement Partners
California
$198K +$72.7K +4,797 +58%
O
325
Ossiam
France
$179K +$179K +10,317 New
11 12
13
14 15