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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 %
HCP
376
Hexagon Capital Partners
Arkansas
$12.7K -$2.76K -159 -18%
JWA
377
JFS Wealth Advisors
Pennsylvania
$12K -$295 -17 -2%
CT
378
Clearstead Trust
Maine
$11.7K -$1.53K -88 -12%
FP
379
Financial Perspectives
Minnesota
$11.3K – – –
MAWCM
380
Mine & Arao Wealth Creation & Management
California
$11.1K – – –
SC
381
Schubert & Co
Texas
$11K -$139 -8 -1%
FCT
382
First Community Trust
Iowa
$10.1K – – –
Point72 Asset Management
383
Point72 Asset Management
Connecticut
$10K -$16.2M -933,498 -100%
SFG
384
Steward Financial Group
Texas
$10K +$5.73K +339 +134%
TAM
385
Tucker Asset Management
Colorado
$9.3K +$9.3K +536 New
CAC
386
Core Alternative Capital
Georgia
$8.05K -$45.7K -2,635 -85%
VCM
387
Vigilant Capital Management
Maine
$8K – – –
SS
388
Sunbelt Securities
Texas
$7.98K +$7.98K +475 New
FWM
389
Focused Wealth Management
New York
$7.04K -$572 -33 -8%
IGWM
390
ICA Group Wealth Management
Colorado
$6.54K – – –
Pacer Advisors
391
Pacer Advisors
Pennsylvania
$6.37K -$745 -43 -10%
MHR
392
Matthew Hamilton Rosenberg
$6.05K – – –
ANBT
393
American National Bank & Trust
Texas
$5.8K +$5.8K +334 New
GWM
394
Geneos Wealth Management
Colorado
$5.75K – – –
SWM
395
Spire Wealth Management
Virginia
$5.73K +$5.73K +330 New
BWM
396
Baystate Wealth Management
Massachusetts
$5.38K – – –
NC
397
NewSquare Capital
Pennsylvania
$5.29K +$5.29K +305 New
CWP
398
Concord Wealth Partners
Virginia
$4.6K – – –
NFSG
399
Newbridge Financial Services Group
Florida
$3.75K – – –
EI
400
Ellevest Inc
New York
$3.71K – – –
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16
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