Pro-Dex
PDEX
23 hedge funds and large institutions have $9.98M invested in Pro-Dex in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
17% more capital invested
Capital invested by funds: $8.5M → $9.98M (+$1.48M)
5% more funds holding
Funds holding: 22 → 23 (+1)
0.13% more ownership
Funds ownership: 14.61% → 14.74% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$81.8K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.8K |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$22.6K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$13.5K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$40.1K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$6.96K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.53K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3.28K |
| 5 |
JP Morgan Chase
New York
|
-$940 |
PDEX Hedge Fund Activity: Q2 2023 in Review
23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pro-Dex (PDEX) for Q2 2023, worth a combined $9.98M — up 17% from $8.5M 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 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $81.8K. The largest seller was UBS Group, cutting an estimated $40.1K.
- 23 institutional investors held Pro-Dex (PDEX) as of Q2 2023, up from 22 in Q1 2023.
- Funds reported $9.98M of Pro-Dex stock for Q2 2023, up 17% quarter-over-quarter.
- 3 funds opened new Pro-Dex positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Pro-Dex buyer in Q2 2023 was Morgan Stanley, an estimated $81.8K added.
- The largest Pro-Dex seller in Q2 2023 was UBS Group, an estimated $40.1K sold.
Based on aggregated 13F filings for Q2 2023.