472 hedge funds and large institutions have $11.3B invested in Flex in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 46 increasing their positions, 351 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.84%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
75
Increased
46
Reduced
351
Closed
76
Calls
$134M
Puts
$26M
Net Calls
+$108M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
301
William Blair & Company
Illinois
$354K -$82.3K -2,875 -19%
IAS
302
Insigneo Advisory Services
Florida
$354K +$143 +5 +0%
JIC
303
Johnson Investment Counsel
Ohio
$352K -$125K -4,371 -26%
First Eagle Investment Management
304
First Eagle Investment Management
New York
$349K -$114K -3,991 -25%
FTDI
305
First Trust Direct Indexing
Massachusetts
$349K -$117K -4,074 -25%
SC
306
Savant Capital
Illinois
$347K +$347K +12,144 New
HF
307
HRT Financial
New York
$339K +$339K +11,854 New
HAIM
308
Hunter Associates Investment Management
Pennsylvania
$338K -$111K -3,875 -25%
DWM
309
Dynasty Wealth Management
Florida
$335K +$335K +11,695 New
CCM
310
Coldstream Capital Management
Washington
$331K -$108K -3,781 -25%
GLR
311
Great Lakes Retirement
Ohio
$328K -$115K -4,036 -26%
VC
312
Veracity Capital
Georgia
$322K +$8.93K +312 +3%
EDRIA
313
Edmonds Duncan Registered Investment Advisors
Kansas
$318K -$9.5K -332 -3%
GT
314
Greenleaf Trust
Michigan
$315K -$108K -3,783 -26%
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$312K -$102K -3,561 -25%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$306K -$138K -4,826 -31%
LBC
317
Lowe Brockenbrough & Co
Virginia
$300K -$197K -6,873 -40%
KAS
318
Kestra Advisory Services
Texas
$299K -$44.7K -1,561 -13%
SQA
319
Simon Quick Advisors
New Jersey
$298K +$298K +10,430 New
BFO
320
Boston Family Office
Massachusetts
$292K -$228K -7,985 -44%
S
321
SignatureFD
Georgia
$288K -$52.6K -1,838 -15%
CTC
322
Cetera Trust Company
Minnesota
$286K -$93.6K -3,270 -25%
PF
323
Phoenix Financial
Israel
$285K +$285K +10,000 New
MYIA
324
Mount Yale Investment Advisors
Colorado
$281K +$281K +9,826 New
NIA
325
NIA Impact Advisors
California
$277K +$277K +9,695 New