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427 hedge funds and large institutions have $9.88B invested in Flex in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $29.8M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

8% more capital invested

Capital invested by funds: $9.16B → $9.88B (+$713M)

3% more funds holding

Funds holding: 416427 (+11)

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

3.06% less ownership

Funds ownership: 129.05%125.99% (-3.1%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
427
Holders Change
+11
Holders Change %
+2.64%
% 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
0.41%
New
81
Increased
134
Reduced
148
Closed
61
Calls
$96.8M
Puts
$29.8M
Net Calls
+$67M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.14B -$57.3M -3,314,264 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$753M +$248M +14,322,868 +49%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$627M -$97.6M -5,642,198 -14%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$618M -$722K -41,752 -0.1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$406M -$3.87M -223,752 -0.9%
Victory Capital Management
6
Victory Capital Management
Texas
$384M -$115M -6,638,922 -23%
BlackRock
7
BlackRock
New York
$377M +$21M +1,215,929 +6%
Invesco
8
Invesco
Georgia
$268M -$424K -24,499 -0.2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$255M +$1.5M +86,954 +0.6%
LAM
10
Lyrical Asset Management
New York
$237M -$11.2M -647,914 -5%
Franklin Resources
11
Franklin Resources
California
$231M -$26.4M -1,523,909 -10%
Bank of America
12
Bank of America
North Carolina
$201M +$1.69M +97,971 +0.9%
Boston Partners
13
Boston Partners
Massachusetts
$199M -$1.3M -75,404 -0.7%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$175M +$34.2M +1,976,984 +24%
Macquarie Group
15
Macquarie Group
Australia
$166M -$21.1M -1,218,770 -11%
SHCM
16
Sachem Head Capital Management
New York
$145M -$103M -5,958,230 -42%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$135M +$1.16M +67,109 +0.9%
Vanguard Group
18
Vanguard Group
Pennsylvania
$119M -$6.05M -349,756 -5%
SSM
19
Sound Shore Management
Connecticut
$114M -$13.6M -784,142 -11%
Norges Bank
20
Norges Bank
Norway
$112M +$944K +54,590 +0.9%
SI
21
Standard Investments
New York
$102M -$13.4M -777,142 -12%
LSV Asset Management
22
LSV Asset Management
Illinois
$99.7M +$73.4M +4,244,543 +282%
PWAM
23
Park West Asset Management
California
$97.6M +$55.8M +3,224,477 +134%
State Street
24
State Street
Massachusetts
$95.9M -$7.92M -457,884 -8%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$86.7M +$36.9M +2,130,248 +74%

FLEX Hedge Fund Activity: Q1 2023 in Review

427 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q1 2023, worth a combined $9.88B — up 7.8% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new FLEX positions and 61 closed out — a net gain of 20 holders — while 134 added to existing stakes and 148 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Victory Capital Management, cutting an estimated $115M.

  • 427 institutional investors held Flex (FLEX) as of Q1 2023, up from 416 in Q4 2022.
  • Funds reported $9.88B of Flex stock for Q1 2023, up 7.8% quarter-over-quarter.
  • 81 funds opened new Flex positions in Q1 2023 and 61 closed out, a net change of +20 holders.
  • The largest Flex buyer in Q1 2023 was Fidelity Investments, an estimated $248M added.
  • The largest Flex seller in Q1 2023 was Victory Capital Management, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2023.