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416 hedge funds and large institutions have $9.16B invested in Flex in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 143 increasing their positions, 132 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more call options, than puts

Call options by funds: $121M | Put options by funds: $32.6M

126% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 34

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

18% more capital invested

Capital invested by funds: $7.76B → $9.16B (+$1.4B)

11% more funds holding

Funds holding: 376416 (+40)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 132

6.51% less ownership

Funds ownership: 135.56%129.05% (-6.5%)

Holders
416
Holders Change
+40
Holders Change %
+10.64%
% of All Funds
6.69%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.51%
New
77
Increased
143
Reduced
132
Closed
34
Calls
$121M
Puts
$32.6M
Net Calls
+$88.3M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ECP
26
Electron Capital Partners
New York
$70.7M +$751K +50,069 +1%
SRFM
27
Shannon River Fund Management
New York
$61.4M -$4.15M -276,469 -7%
Marshall Wace
28
Marshall Wace
United Kingdom
$60M -$3.68M -244,961 -6%
EARNEST Partners
29
EARNEST Partners
Georgia
$57.9M -$1.39M -92,470 -3%
Morgan Stanley
30
Morgan Stanley
New York
$54.4M +$11.8M +783,160 +30%
Fidelity International
31
Fidelity International
Bermuda
$54M -$90.9M -6,056,908 -64%
SC
32
Sessa Capital
New York
$53.6M
IAM
33
Iridian Asset Management
Connecticut
$52.7M -$12.3M -822,774 -20%
Goldman Sachs
34
Goldman Sachs
New York
$51.8M +$612K +40,780 +1%
NCL
35
Nishkama Capital LLC
Puerto Rico
$49.4M -$32.2M -2,144,537 -41%
Capital International Investors
36
Capital International Investors
California
$49.2M -$44.5M -2,964,916 -49%
Allianz Asset Management
37
Allianz Asset Management
Germany
$46.6M +$3.19M +212,836 +8%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$46.4M -$741K -49,353 -2%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$46.3M +$9.05M +602,854 +27%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$44.6M +$5.93M +395,163 +16%
Wells Fargo
41
Wells Fargo
California
$42.8M +$180K +12,004 +0.5%
Renaissance Technologies
42
Renaissance Technologies
New York
$41.6M +$29.9M +1,991,959 +343%
Two Sigma Investments
43
Two Sigma Investments
New York
$39.5M +$510K +33,996 +1%
PWAM
44
Park West Asset Management
California
$38.9M +$13.4M +893,177 +59%
TSW
45
Thompson Siegel & Walmsley
Virginia
$37.2M -$6.67M -444,279 -16%
SEI Investments
46
SEI Investments
Pennsylvania
$36.6M -$4.13M -275,207 -11%
UBS AM
47
UBS AM
Illinois
$36.4M -$1.38M -91,797 -4%
Legal & General Group
48
Legal & General Group
United Kingdom
$34M +$826K +55,044 +3%
CCMG
49
Clark Capital Management Group
Pennsylvania
$33.7M +$31.2M +2,081,360 New
ECA
50
Encompass Capital Advisors
New York
$32.1M +$29.8M +1,987,578 New

FLEX Hedge Fund Activity: Q4 2022 in Review

416 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q4 2022, worth a combined $9.16B — up 18% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FLEX positions and 34 closed out — a net gain of 43 holders — while 143 added to existing stakes and 132 trimmed.

The largest buyer was BlackRock, adding an estimated $173M. The largest seller was Janus Henderson Group, cutting an estimated $554M.

  • 416 institutional investors held Flex (FLEX) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $9.16B of Flex stock for Q4 2022, up 18% quarter-over-quarter.
  • 77 funds opened new Flex positions in Q4 2022 and 34 closed out, a net change of +43 holders.
  • The largest Flex buyer in Q4 2022 was BlackRock, an estimated $173M added.
  • The largest Flex seller in Q4 2022 was Janus Henderson Group, an estimated $554M sold.

Based on aggregated 13F filings for Q4 2022.