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Flex
FLEX

Overview Fund Activity

425 hedge funds and large institutions have $9.85B invested in Flex in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 133 increasing their positions, 147 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.8%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.42%
New
81
Increased
133
Reduced
147
Closed
60
Calls
$96.8M
Puts
$29.8M
Net Calls
+$67M
Net Calls Change
-$21.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$248M
2
LSV Asset Management
LSV Asset Management
Illinois
+$73.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$56.6M
4
PWAM
Park West Asset Management
California
+$55.9M
5
SI
Scout Investments
Missouri
+$45.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$115M
2
SHCM
Sachem Head Capital Management
New York
-$103M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$97.8M
4
JCAM
Jericho Capital Asset Management
New York
-$75.4M
5
ECP
Electron Capital Partners
New York
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
326
Covestor
United Kingdom
$177K -$13.4K -780 -7%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$166K +$9.33K +538 +6%
BTI
328
Blue Trust Inc
Georgia
$151K +$26.4K +1,629 +21%
Credit Agricole
329
Credit Agricole
France
$150K +$31.5K +1,817 +27%
Nomura Asset Management
330
Nomura Asset Management
Japan
$149K -$81.5K -4,698 -35%
AssetMark Inc
331
AssetMark Inc
California
$143K +$15.8K +909 +12%
WI
332
Wahed Invest
New York
$134K -$1.6K -92 -1%
SG Americas Securities
333
SG Americas Securities
New York
$131K -$246K -14,167 -65%
IAIM
334
International Assets Investment Management
Florida
$131K +$131K +16,438 New
CAL
335
Capital Advisors Ltd
Ohio
$108K – – –
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93.4K -$70K -4,039 -43%
QCG
337
Quadrant Capital Group
Ohio
$92.9K -$642 -37 -0.7%
SIA
338
Sit Investment Associates
Minnesota
$92K – – –
LC
339
Lindbrook Capital
California
$80.5K -$3.69K -213 -4%
EDRH
340
Edmond de Rothschild Holding
Switzerland
$75.7K +$75.7K +4,367 New
CFGS
341
Concourse Financial Group Securities
Alabama
$75.3K +$8.05K +464 +12%
HGERS
342
Householder Group Estate & Retirement Specialist
Arizona
$65K +$14.6K +839 +29%
UFF
343
USA Financial Formulas
Michigan
$62.8K +$62.8K +3,623 New
HNB
344
Huntington National Bank
Ohio
$61.8K – – –
JIR
345
James Investment Research
Ohio
$60K +$60K +3,438 New
PTC
346
Private Trust Company
Ohio
$57.8K +$23.2K +1,339 +67%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$57K -$41.7K -2,387 -42%
CMBA
348
C.M. Bidwell & Associates
Hawaii
$55.9K – – –
BAM
349
Belpointe Asset Management
Nevada
$46.7K +$8.38K +483 +22%
WT
350
Whittier Trust
California
$44.7K – – –
12 13
14
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