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Flex
FLEX

Overview Fund Activity

355 hedge funds and large institutions have $6.33B invested in Flex in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 111 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+4
Holders Change %
+1.14%
% of All Funds
6%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
55
Increased
111
Reduced
117
Closed
45
Calls
$32.4M
Puts
$29.3M
Net Calls
+$3.12M
Net Calls Change
-$33.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$82.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$378M
3
Invesco
Invesco
Georgia
$183M
4
Franklin Resources
Franklin Resources
California
$214M
5
Marshall Wace
Marshall Wace
United Kingdom
$42.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$521M
2
SI
Standard Investments
New York
$72.5M
3
Millennium Management
Millennium Management
New York
$28.6M
4
GCM
Glenview Capital Management
New York
$191K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
326
Lazard Asset Management
New York
$4K -$689K -65,488 -99%
TFGT
327
TS Financial Group (TSFG)
Illinois
$4K – – –
VCM
328
Vigilant Capital Management
Maine
$4K – – –
FWM
329
Focused Wealth Management
New York
$4K – – –
SC
330
Schubert & Co
Texas
$4K +$2.43K +195 +155%
ETC
331
Exchange Traded Concepts
Oklahoma
$4K +$4K +368 New
Pacer Advisors
332
Pacer Advisors
Pennsylvania
$4K +$4K +398 New
ETI
333
Enterprise Trust & Investment
California
$3K -$4.66K -404 -61%
JWA
334
JFS Wealth Advisors
Pennsylvania
$3K -$1.83K -186 -38%
GWM
335
Geneos Wealth Management
Colorado
$3K – – –
MHR
336
Matthew Hamilton Rosenberg
$3K – – –
TCWM
337
Total Clarity Wealth Management
Illinois
$3K +$3K +265 New
BIA
338
Bell Investment Advisors
California
$3K +$3K +276 New
HR
339
Howe & Rusling
New York
$2K -$469 -34 -19%
ZIG
340
Zullo Investment Group
Pennsylvania
$2K – – –
NFSG
341
Newbridge Financial Services Group
Florida
$2K – – –
ACM
342
AUA Capital Management
Pennsylvania
$2K +$155 +17 +8%
DI
343
Disciplined Investments
Oklahoma
$2K +$379 +32 +23%
LWCFA
344
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +142 New
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$1.48K -$7.36K -624,968 -83%
AIC
346
Archer Investment Corporation
Indiana
$1.01K – – –
PFGIA
347
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PCG
348
Private Capital Group
Connecticut
$1K – – –
GC
349
Globeflex Capital
California
$1K – – –
ADL
350
Asset Dedication LLC
California
$1K – – –
12 13
14
15 16