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450 hedge funds and large institutions have $11.1B invested in Flex in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 173 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $83.4M | Put options by funds: $48M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

2% more funds holding

Funds holding: 441450 (+9)

5.86% less ownership

Funds ownership: 128.22%122.36% (-5.9%)

6% less capital invested

Capital invested by funds: $11.8B → $11.1B (-$711M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

18% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 173

Holders
450
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
7.14%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.35%
New
53
Increased
142
Reduced
173
Closed
42
Calls
$83.4M
Puts
$48M
Net Calls
+$35.5M
Net Calls Change
+$1.3B
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.24B -$28M -1,380,199 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.2B +$6.64M +327,801 +0.6%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$724M +$24.6M +1,213,798 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$679M -$51.2M -2,525,958 -7%
Victory Capital Management
5
Victory Capital Management
Texas
$407M -$54.6M -2,693,214 -12%
BlackRock
6
BlackRock
New York
$347M -$29.3M -1,444,645 -8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$298M -$149M -7,364,920 -33%
Invesco
8
Invesco
Georgia
$287M -$23.2M -1,142,677 -7%
LAM
9
Lyrical Asset Management
New York
$267M -$354K -17,472 -0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$230M -$33M -1,629,588 -13%
Boston Partners
11
Boston Partners
Massachusetts
$225M -$3.43M -169,138 -2%
Franklin Resources
12
Franklin Resources
California
$204M -$28.7M -1,417,491 -12%
Bank of America
13
Bank of America
North Carolina
$203M -$26.2M -1,294,616 -11%
LSV Asset Management
14
LSV Asset Management
Illinois
$189M +$12M +593,434 +7%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$187M +$241K +11,890 +0.1%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$172M -$6.09M -300,318 -3%
Macquarie Group
17
Macquarie Group
Australia
$171M -$3.65M -179,985 -2%
Vanguard Group
18
Vanguard Group
Pennsylvania
$151M +$8.12M +400,868 +6%
N
19
Nuveen
North Carolina
$148M +$142M +7,010,545 +2,642%
Norges Bank
20
Norges Bank
Norway
$143M +$7.84M +386,661 +6%
PWAM
21
Park West Asset Management
California
$127M +$17.1M +842,012 +16%
EARNEST Partners
22
EARNEST Partners
Georgia
$119M +$3.74M +184,425 +3%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$111M -$16.7M -824,374 -13%
State Street
24
State Street
Massachusetts
$104M +$1.96M +96,648 +2%
SSM
25
Sound Shore Management
Connecticut
$101M -$24.6M -1,213,103 -20%

FLEX Hedge Fund Activity: Q3 2023 in Review

450 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q3 2023, worth a combined $11.1B — down 6% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FLEX positions and 42 closed out — a net gain of 11 holders — while 142 added to existing stakes and 173 trimmed.

The largest buyer was Nuveen, adding an estimated $142M. The largest seller was AllianceBernstein, cutting an estimated $149M.

  • 450 institutional investors held Flex (FLEX) as of Q3 2023, up from 441 in Q2 2023.
  • Funds reported $11.1B of Flex stock for Q3 2023, down 6% quarter-over-quarter.
  • 53 funds opened new Flex positions in Q3 2023 and 42 closed out, a net change of +11 holders.
  • The largest Flex buyer in Q3 2023 was Nuveen, an estimated $142M added.
  • The largest Flex seller in Q3 2023 was AllianceBernstein, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.