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Pro-Dex
PDEX

Overview Fund Activity

22 hedge funds and large institutions have $6.98M invested in Pro-Dex in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$884K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.63M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$341K
4
UBS Group
4
UBS Group
Switzerland
$17.9K
5
ASN
5
Advisory Services Network
Georgia
$3.18K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$12K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$263K
3
BTI
3
Blue Trust Inc
Georgia
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$14K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63M 102,699 +3,239 +3%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.08M 68,269 – –
PAIM
3
Punch & Associates Investment Management
Minnesota
$884K 55,595 +17,220 +45%
BlackRock
4
BlackRock
New York
$772K 48,575 +44 +0.1%
LSV Asset Management
5
LSV Asset Management
Illinois
$515K 32,881 – –
CP
6
Covalent Partners
Massachusetts
$398K 25,000 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$380K 24,303 -444 -2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$341K 21,807 +553 +3%
Northern Trust
9
Northern Trust
Illinois
$295K 18,568 -118 -0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$263K 16,530 -1,600 -9%
State Street
11
State Street
Massachusetts
$191K 12,223 – –
Morgan Stanley
12
Morgan Stanley
New York
$149K 9,350 -1 -0%
UBS Group
13
UBS Group
Switzerland
$17.9K 1,125 +296 +36%
GRP
14
Global Retirement Partners
California
$15.9K 1,000 – –
SPIA
15
Steward Partners Investment Advisory
New York
$14K 880 -838 -49%
TRCT
16
Tower Research Capital (TRC)
New York
$12K 731 -1,956 -73%
Bank of America
17
Bank of America
North Carolina
$5.3K 333 -17 -5%
HI
18
Harbour Investments
Wisconsin
$3.18K 200 – –
ASN
19
Advisory Services Network
Georgia
$3.18K 200 +200 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1K 34 +34 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$920 58,751 +625 +1%
Wells Fargo
22
Wells Fargo
California
$239 15 +1 +7%
BTI
23
Blue Trust Inc
Georgia
– – -1,000 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –