Pro-Dex
PDEX
25 hedge funds and large institutions have $10.4M invested in Pro-Dex in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
9% more capital invested
Capital invested by funds: $9.53M → $10.4M (+$879K)
4% more funds holding
Funds holding: 24 → 25 (+1)
0.05% more ownership
Funds ownership: 15.45% → 15.5% (+0.05%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$57.9K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.6K |
| 3 |
Renaissance Technologies
New York
|
+$17K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$15.5K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$7.84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Covalent Partners
Concord,
Massachusetts
|
-$247K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$29.6K |
| 3 |
JP Morgan Chase
New York
|
-$29.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$27.9K |
| 5 |
Morgan Stanley
New York
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
26
Covalent Partners
Concord,
Massachusetts
| – | -$247K | -14,053 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | -$282 | -16 | Closed |
|
PDEX Hedge Fund Activity: Q2 2024 in Review
25 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pro-Dex (PDEX) for Q2 2024, worth a combined $10.4M — up 9.2% from $9.53M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PDEX positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $57.9K. The largest seller was Covalent Partners, exiting entirely with an estimated $247K sold.
- 25 institutional investors held Pro-Dex (PDEX) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $10.4M of Pro-Dex stock for Q2 2024, up 9.2% quarter-over-quarter.
- 3 funds opened new Pro-Dex positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest Pro-Dex buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $57.9K added.
- The largest Pro-Dex seller in Q2 2024 was Covalent Partners, an estimated $247K sold.
Based on aggregated 13F filings for Q2 2024.