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Flex
FLEX

Overview Fund Activity

475 hedge funds and large institutions have $12.1B invested in Flex in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+26
Holders Change %
+5.79%
% of All Funds
6.96%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
85
Increased
152
Reduced
172
Closed
52
Calls
$95.4M
Puts
$49.8M
Net Calls
+$45.6M
Net Calls Change
+$10.1M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
$256M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$98.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$47.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$856M

Top Sellers

1
BlackRock
BlackRock
New York
$225M
2
Invesco
Invesco
Georgia
$169M
3
PWAM
Park West Asset Management
California
$66.6M
4
Pzena Investment Management
Pzena Investment Management
New York
$28.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
301
AssetMark Inc
California
$446K +$150K +6,544 +51%
HI
302
Handelsinvest Investeringsforvaltning
Denmark
$443K +$443K +19,308 New
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$442K -$193K -8,421 -30%
SWA
304
Stratos Wealth Advisors
Ohio
$442K -$13.7K -599 -3%
MSFP
305
Mark Sheptoff Financial Planning
Connecticut
$439K -$76.1K -3,317 -15%
GC
306
Guggenheim Capital
Illinois
$424K -$22.4K -976 -5%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$422K -$18K -783 -4%
BFO
308
Boston Family Office
Massachusetts
$418K – – –
CP
309
Covenant Partners
Tennessee
$416K – – –
WWM
310
Whalen Wealth Management
Nevada
$414K +$414K +18,055 New
LA
311
LM Advisors
California
$409K +$409K +17,835 New
RCAG
312
Rehmann Capital Advisory Group
Michigan
$408K -$1.24K -54 -0.3%
EGM
313
Engineers Gate Manager
New York
$399K -$2M -87,153 -83%
LBC
314
Lowe Brockenbrough & Co
Virginia
$399K +$78.9K +3,439 +25%
JIC
315
Johnson Investment Counsel
Ohio
$383K -$3.01K -131 -0.8%
SAM
316
Seelaus Asset Management
New Jersey
$382K +$144K +6,270 +60%
Cerity Partners
317
Cerity Partners
New York
$379K +$70.4K +3,064 +23%
FTDI
318
First Trust Direct Indexing
Massachusetts
$374K -$40.5K -1,763 -10%
First Eagle Investment Management
319
First Eagle Investment Management
New York
$372K – – –
PCS
320
Personal CFO Solutions
New Jersey
$359K +$359K +15,641 New
BC
321
Bartlett & Co
Ohio
$359K -$161K -6,967 -31%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$359K -$161K -6,967 -31%
HAIM
323
Hunter Associates Investment Management
Pennsylvania
$358K – – –
GLR
324
Great Lakes Retirement
Ohio
$356K -$37.6K -1,640 -10%
CCM
325
Coldstream Capital Management
Washington
$352K +$352K +15,343 New
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