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Flex
FLEX

Overview Fund Activity

497 hedge funds and large institutions have $12.8B invested in Flex in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 173 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+26
Holders Change %
+5.52%
% of All Funds
7.19%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
79
Increased
163
Reduced
173
Closed
51
Calls
$82.7M
Puts
$27.6M
Net Calls
+$55.1M
Net Calls Change
-$33.4M

Top Buyers

1
BlackRock
BlackRock
New York
$553M
2
Vanguard Group
Vanguard Group
Pennsylvania
$384M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$149M
4
Charles Schwab
Charles Schwab
California
$88.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$56.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
3
Victory Capital Management
Victory Capital Management
Texas
$201M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$51.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$468K -$11.4K -341 -2%
DADC
302
D.A. Davidson & Co
Montana
$460K +$460K +13,749 New
CP
303
Covenant Partners
Tennessee
$457K – – –
SC
304
Savant Capital
Illinois
$456K +$59.6K +1,782 +15%
PPW
305
Parcion Private Wealth
Washington
$452K +$452K +13,515 New
CL
306
Choreo LLC
Illinois
$442K -$7.85K -236 -2%
William Blair & Company
307
William Blair & Company
Illinois
$434K +$31.7K +949 +8%
CCM
308
Coldstream Capital Management
Washington
$433K -$12.8K -384 -3%
KNW
309
Kesler Norman & Wride
Utah
$433K +$433K +12,951 New
Connor, Clark & Lunn Investment Management (CC&L)
310
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$429K +$429K +12,818 New
TLFA
311
True Link Financial Advisors
California
$427K -$5.25K -157 -1%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$416K -$336K -10,060 -45%
VA
313
Verdad Advisers
Massachusetts
$414K -$170K -5,086 -29%
PWM
314
Perigon Wealth Management
California
$406K +$406K +12,138 New
OIA
315
OneDigital Investment Advisors
Kansas
$405K -$55.4K -1,658 -12%
AA
316
ALPS Advisors
Colorado
$399K +$399K +11,950 New
AWM
317
Avior Wealth Management
Nebraska
$399K -$152K -4,556 -28%
JIC
318
Johnson Investment Counsel
Ohio
$397K -$15K -450 -4%
HAIM
319
Hunter Associates Investment Management
Pennsylvania
$395K – – –
YCM
320
Yousif Capital Management
Michigan
$390K -$22.9K -685 -6%
BFM
321
Boothbay Fund Management
New York
$382K +$382K +11,436 New
GCM
322
Graham Capital Management
Connecticut
$379K +$14.5K +434 +4%
LBC
323
Lowe Brockenbrough & Co
Virginia
$375K +$24.2K +725 +7%
FRM
324
Fox Run Management
Connecticut
$374K +$374K +11,200 New
Ohio Public Employees Retirement System (OPERS)
325
Ohio Public Employees Retirement System (OPERS)
Ohio
$374K -$281K -8,407 -43%
11 12
13
14 15