FSI icon

Flexible Solutions
FSI

Overview Fund Activity

11 hedge funds and large institutions have $4.83M invested in Flexible Solutions in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and 6 closing their positions.

Holders
11
Holders Change
-4
Holders Change %
-26.67%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
–
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$493K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.5M
3
KOC
3
Koss-Olinger Consulting
Florida
$169K
4
EIM
4
Essex Investment Management
Massachusetts
$655K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$242K

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
VF
2
Virtu Financial
New York
$0
3
RIA
3
Regal Investment Advisors
Michigan
$0
4
IA
4
Inspire Advisors
Idaho
$0
5
JIR
5
James Investment Research
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$2.5M 618,545 +63,300 +11%
EIM
2
Essex Investment Management
Massachusetts
$655K 162,212 +41,234 +34%
UBS Group
3
UBS Group
Switzerland
$493K 122,000 +118,941 +3,888%
Vanguard Group
4
Vanguard Group
Pennsylvania
$351K 86,857 – –
BCM
5
Bridgeway Capital Management
Texas
$337K 83,307 – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$242K 59,898 +19,028 +47%
KOC
7
Koss-Olinger Consulting
Florida
$169K 41,874 +41,874 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$80K 19,800 – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1K 320 – –
Creative Planning
10
Creative Planning
Kansas
– – -40,000 Closed
VF
11
Virtu Financial
New York
– – -14,026 Closed
RIA
12
Regal Investment Advisors
Michigan
– – -11,260 Closed
IA
13
Inspire Advisors
Idaho
– – -2,172 Closed
JIR
14
James Investment Research
Ohio
– – -1,100 Closed
FCH
15
Freestone Capital Holdings
Washington
– – -200 Closed
S
16
SignatureFD
Georgia
$0 100 – –
CFGS
17
Concourse Financial Group Securities
Alabama
– – – –
Morgan Stanley
18
Morgan Stanley
New York
$0 100 +100 New