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Pro-Dex
PDEX

22 hedge funds and large institutions have $8.5M invested in Pro-Dex in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $6.98M → $8.5M (+$1.52M)

0.67% more ownership

Funds ownership: 13.94% → 14.61% (+0.67%)

0% more funds holding

Funds holding: 22 → 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$243K
2
PAIM
Punch & Associates Investment Management
Minnesota
+$125K
3
UBS Group
UBS Group
Switzerland
+$79K
4
Northern Trust
Northern Trust
Illinois
+$6.51K
5
BlackRock
BlackRock
New York
+$2.7K

Top Sellers

Rank Fund Capital Flow
1
CP
Covalent Partners
Massachusetts
-$76.3K
2
Osaic Holdings
Osaic Holdings
Arizona
-$26.3K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$23K
4
LSV Asset Management
LSV Asset Management
Illinois
-$20K
5
Bank of America
Bank of America
North Carolina
-$5.53K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92M +$243K +14,602 +14%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.12M – – –
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.04M +$125K +7,480 +13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$950K -$23K -1,379 -2%
BlackRock
5
BlackRock
New York
$800K +$2.7K +162 +0.3%
LSV Asset Management
6
LSV Asset Management
Illinois
$524K -$20K -1,200 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$402K – – –
JP Morgan Chase
8
JP Morgan Chase
New York
$357K -$3.58K -215 -1%
CP
9
Covalent Partners
Massachusetts
$335K -$76.3K -4,579 -18%
Northern Trust
10
Northern Trust
Illinois
$311K +$6.51K +391 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$245K -$26.3K -1,580 -10%
State Street
12
State Street
Massachusetts
$202K – – –
Morgan Stanley
13
Morgan Stanley
New York
$153K – – –
UBS Group
14
UBS Group
Switzerland
$96.3K +$79K +4,742 +422%
GRP
15
Global Retirement Partners
California
$15.5K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$14K +$2.48K +149 +20%
SPIA
17
Steward Partners Investment Advisory
New York
$10.3K -$4.17K -250 -28%
ASN
18
Advisory Services Network
Georgia
$3.28K – – –
HI
19
Harbour Investments
Wisconsin
$3.28K – – –
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Wells Fargo
21
Wells Fargo
California
$246 – – –
Bank of America
22
Bank of America
North Carolina
$16 -$5.53K -332 -100%

PDEX Hedge Fund Activity: Q1 2023 in Review

22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pro-Dex (PDEX) for Q1 2023, worth a combined $8.5M — up 22% from $6.98M a quarter earlier.

Fund positioning in PDEX was balanced in Q1 2023: 0 funds opened new positions, 0 closed out, 6 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $243K. The largest seller was Covalent Partners, cutting an estimated $76.3K.

  • 22 institutional investors held Pro-Dex (PDEX) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $8.5M of Pro-Dex stock for Q1 2023, up 22% quarter-over-quarter.
  • 0 funds opened new Pro-Dex positions in Q1 2023 and 0 closed out.
  • The largest Pro-Dex buyer in Q1 2023 was Vanguard Group, an estimated $243K added.
  • The largest Pro-Dex seller in Q1 2023 was Covalent Partners, an estimated $76.3K sold.

Based on aggregated 13F filings for Q1 2023.