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476 hedge funds and large institutions have $12.1B invested in Flex in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $49.8M

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

9% more capital invested

Capital invested by funds: $11.1B → $12.1B (+$960M)

6% more funds holding

Funds holding: 450476 (+26)

0.58% more ownership

Funds ownership: 122.36%122.94% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
476
Holders Change
+26
Holders Change %
+5.78%
% of All Funds
6.94%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
85
Increased
152
Reduced
173
Closed
52
Calls
$95.4M
Puts
$49.8M
Net Calls
+$45.6M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.37B -$25.5M -1,275,420 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.32B -$35.1M -1,755,454 -3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$856M +$33.9M +1,694,216 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$734M -$28.1M -1,402,244 -4%
Victory Capital Management
5
Victory Capital Management
Texas
$439M -$18.4M -919,497 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$349M +$10.6M +530,713 +4%
Boston Partners
7
Boston Partners
Massachusetts
$273M +$16.6M +828,597 +7%
SHCM
8
Sachem Head Capital Management
New York
$256M +$170M +8,512,705 +325%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$239M -$18.2M -911,236 -8%
BlackRock
10
BlackRock
New York
$225M -$146M -7,277,228 -43%
Bank of America
11
Bank of America
North Carolina
$221M -$7.11M -355,011 -4%
LSV Asset Management
12
LSV Asset Management
Illinois
$215M +$1.36M +67,767 +0.7%
LAM
13
Lyrical Asset Management
New York
$209M -$11.7M -583,145 -4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$208M -$2.12M -105,931 -1%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$200M +$5.19M +259,143 +3%
Franklin Resources
16
Franklin Resources
California
$199M -$27.6M -1,377,339 -14%
Vanguard Group
17
Vanguard Group
Pennsylvania
$178M +$6.59M +329,405 +4%
N
18
Nuveen
North Carolina
$171M +$3.06M +152,767 +2%
Invesco
19
Invesco
Georgia
$169M -$136M -6,774,952 -48%
Norges Bank
20
Norges Bank
Norway
$165M +$3.42M +170,756 +2%
Macquarie Group
21
Macquarie Group
Australia
$142M -$44.7M -2,235,804 -27%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$128M +$2.13M +106,311 +2%
State Street
23
State Street
Massachusetts
$122M +$3.44M +172,063 +3%
Morgan Stanley
24
Morgan Stanley
New York
$120M +$21M +1,046,805 +25%
SSM
25
Sound Shore Management
Connecticut
$118M +$3.42M +170,872 +3%

FLEX Hedge Fund Activity: Q4 2023 in Review

476 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q4 2023, worth a combined $12.1B — up 8.6% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new FLEX positions and 52 closed out — a net gain of 33 holders — while 152 added to existing stakes and 173 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $170M. The largest seller was BlackRock, cutting an estimated $146M.

  • 476 institutional investors held Flex (FLEX) as of Q4 2023, up from 450 in Q3 2023.
  • Funds reported $12.1B of Flex stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 85 funds opened new Flex positions in Q4 2023 and 52 closed out, a net change of +33 holders.
  • The largest Flex buyer in Q4 2023 was Sachem Head Capital Management, an estimated $170M added.
  • The largest Flex seller in Q4 2023 was BlackRock, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2023.