FLEX icon

Flex
FLEX

Overview Fund Activity

449 hedge funds and large institutions have $11.1B invested in Flex in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.16%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.35%
New
53
Increased
142
Reduced
172
Closed
42
Calls
$83.4M
Puts
$48M
Net Calls
+$35.5M
Net Calls Change
+$1.3B

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$148M
2
SSA
2
Schonfeld Strategic Advisors
New York
$38M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$724M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$35M
5
MIM
5
Merewether Investment Management
Texas
$58.1M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$298M
2
SHCM
2
Sachem Head Capital Management
New York
$53.3M
3
Victory Capital Management
3
Victory Capital Management
Texas
$407M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$679M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
301
First Trust Direct Indexing
Massachusetts
$367K -$6.16K -303 -2%
RCAG
302
Rehmann Capital Advisory Group
Michigan
$363K +$19.3K +951 +6%
CWM
303
Cornerstone Wealth Management
Missouri
$356K +$356K +17,524 New
GAA
304
Global Assets Advisory
Florida
$354K +$22.6K +1,112 +7%
GLR
305
Great Lakes Retirement
Ohio
$349K -$149K -7,310 -30%
JIC
306
Johnson Investment Counsel
Ohio
$342K +$2.66K +131 +0.8%
First Eagle Investment Management
307
First Eagle Investment Management
New York
$329K +$251K +12,344 +321%
HAIM
308
Hunter Associates Investment Management
Pennsylvania
$318K – – –
CAG
309
Csenge Advisory Group
Florida
$315K -$65.3K -3,214 -17%
LNWWM
310
Laird Norton Wetherby Wealth Management
California
$306K -$11.7K -575 -4%
Natixis Advisors
311
Natixis Advisors
Massachusetts
$306K -$7.88K -387 -3%
DTL
312
Dynamic Technology Lab
Singapore
$305K +$305K +14,992 New
GT
313
Greenleaf Trust
Michigan
$302K +$834 +41 +0.3%
BHCM
314
Brevan Howard Capital Management
Jersey
$302K +$302K +14,869 New
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$301K – – –
CICI
316
Capital Investment Counsel Inc
North Carolina
$287K – – –
WAM
317
Watershed Asset Management
California
$284K – – –
LBC
318
Lowe Brockenbrough & Co
Virginia
$283K – – –
HT
319
Headlands Technologies
Illinois
$283K +$283K +13,899 New
AT
320
American Trust
Kentucky
$275K -$21K -1,031 -7%
Cerity Partners
321
Cerity Partners
New York
$273K -$120K -5,906 -31%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$273K -$1.26K -62 -0.5%
GCP
323
GSA Capital Partners
United Kingdom
$268K +$268K +13,168 New
BCM
324
Bayesian Capital Management
New York
$267K +$267K +13,137 New
KV
325
Kickstand Ventures
New York
$264K +$264K +12,977 New
11 12
13
14 15