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Flex
FLEX

Overview Fund Activity

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

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$549M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.05B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$120M
4
DFO
Duquesne Family Office
New York
$111M
5
Artisan Partners
Artisan Partners
Wisconsin
$60.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
2
Primecap Management
Primecap Management
California
$1.31B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$791M
4
SHCM
Sachem Head Capital Management
New York
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
451
Westend Capital Management
California
$3.09K +$3.09K +108 New
DPW
452
DiNuzzo Private Wealth
Pennsylvania
$3.06K -$1K -35 -25%
TFGT
453
TS Financial Group (TSFG)
Illinois
$3K -$990 -33 -25%
PWA
454
Provenance Wealth Advisors
Florida
$2.86K -$944 -33 -25%
GC
455
Globeflex Capital
California
$2.83K -$915 -32 -24%
SFA
456
Semmax Financial Advisors
North Carolina
$2.6K +$2.6K +91 New
OLVIG
457
Oliver Lagore Vanvalin Investment Group
Michigan
$2.12K -$3.15K -110 -60%
IGWM
458
ICA Group Wealth Management
Colorado
$2.03K -$658 -23 -24%
AIC
459
Archer Investment Corporation
Indiana
$2K -$658 -23 -25%
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$1.86K -$601 -21 -24%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$1.4K -$73.8K -2,580 -98%
MCM
462
Manchester Capital Management
Vermont
$1.15K +$315 +11 +38%
CA
463
Continuum Advisory
Idaho
$1.09K +$1.09K +38 New
TWD
464
True Wealth Design
Ohio
$1.06K +$229 +8 +28%
VWA
465
Valued Wealth Advisors
Utah
$1.03K -$515 -18 -33%
FFA
466
Frazier Financial Advisors
Ohio
$945 +$945 +33 New
DWA
467
Delos Wealth Advisors
Texas
$887 +$887 +31 New
TWP
468
TFO Wealth Partners
Ohio
$858 -$286 -10 -25%
CA
469
CoreCap Advisors
Michigan
$858 +$858 +30 New
SAM
470
Smartleaf Asset Management
Massachusetts
$372 +$372 +13 New
TCM
471
TD Capital Management
Tennessee
$200 +$200 +7 New
FSWA
472
Financial Synergies Wealth Advisors
Texas
$172 -$57 -2 -25%
SHCM
473
Sachem Head Capital Management
New York
– -$256M -11,133,530 Closed
SC
474
Sessa Capital
New York
– -$60.9M -2,654,000 Closed
SI
475
Standard Investments
New York
– -$59.4M -2,587,650 Closed
17 18
19
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