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Omega Flex
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Overview Fund Activity

84 hedge funds and large institutions have $420M invested in Omega Flex in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
28
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$1.59M
2
Ameriprise
2
Ameriprise
Minnesota
$4.49M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.07M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$61.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$362K

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$124M
2
BlackRock
2
BlackRock
New York
$31.6M
3
RIM
3
Ranger Investment Management
Texas
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$0
5
BWP
5
Balboa Wealth Partners
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$124M 1,108,770 -31,403 -3%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$61.2M 549,334 +3,904 +0.7%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$52.4M 470,209 -1,764 -0.4%
BlackRock
4
BlackRock
New York
$31.6M 283,702 -27,627 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.3M 254,160 -40 -0%
PWP
6
Principle Wealth Partners
Connecticut
$21.4M 192,275 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$17.1M 153,374 +164 +0.1%
HAIM
8
Hunter Associates Investment Management
Pennsylvania
$8.72M 78,172 -150 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.17M 73,313 +1,078 +1%
Wells Fargo
10
Wells Fargo
California
$8.09M 72,591 +3,089 +4%
State Street
11
State Street
Massachusetts
$7.63M 68,497 +1,697 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.62M 41,463 -184 -0.4%
Ameriprise
13
Ameriprise
Minnesota
$4.49M 40,251 +11,558 +40%
Northern Trust
14
Northern Trust
Illinois
$4.05M 36,314 +770 +2%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$3.04M 27,284 -3,780 -12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.68M 24,093 +5 +0%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.61M 23,380 -1,400 -6%
SEI Investments
18
SEI Investments
Pennsylvania
$2.6M 23,346 -2,320 -9%
Charles Schwab
19
Charles Schwab
California
$2.6M 23,292 -19 -0.1%
TC
20
TownSquare Capital
Utah
$2.31M 20,749 +42 +0.2%
Victory Capital Management
21
Victory Capital Management
Texas
$1.59M 14,275 +14,275 New
Stifel Financial
22
Stifel Financial
Missouri
$1.47M 13,226 +1,728 +15%
AAM
23
Azzad Asset Management
Virginia
$1.42M 12,724 +478 +4%
Morgan Stanley
24
Morgan Stanley
New York
$1.3M 11,695 -2,426 -17%
Citadel Advisors
25
Citadel Advisors
Florida
$1.07M 9,605 +9,605 New
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