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Pro-Dex
PDEX

Overview Fund Activity

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.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$268K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.27M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.23M
4
Northern Trust
4
Northern Trust
Illinois
$377K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.1K
2
SPIA
2
Steward Partners Investment Advisory
New York
$4.39K
3
TRCT
3
Tower Research Capital (TRC)
New York
$9.65K
4
ASN
4
Advisory Services Network
Georgia
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.27M 119,015 +1,714 +1%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.3M 68,269 – –
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.23M 64,375 +1,300 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.1M 57,875 +503 +0.9%
BlackRock
5
BlackRock
New York
$930K 48,717 -20 -0%
LSV Asset Management
6
LSV Asset Management
Illinois
$604K 31,681 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$463K 24,303 – –
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$410K 21,538 -54 -0.3%
CP
9
Covalent Partners
Massachusetts
$390K 20,421 – –
Northern Trust
10
Northern Trust
Illinois
$377K 19,735 +776 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$289K 15,130 +180 +1%
Morgan Stanley
12
Morgan Stanley
New York
$268K 14,050 +4,700 +50%
State Street
13
State Street
Massachusetts
$233K 12,223 – –
UBS Group
14
UBS Group
Switzerland
$68.1K 3,564 -2,303 -39%
GRP
15
Global Retirement Partners
California
$19.1K 1,000 – –
TRCT
16
Tower Research Capital (TRC)
New York
$9.65K 505 -375 -43%
SPIA
17
Steward Partners Investment Advisory
New York
$4.39K 230 -400 -63%
HI
18
Harbour Investments
Wisconsin
$3.82K 200 – –
NA
19
NewEdge Advisors
Louisiana
$3.27K 171 +171 New
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$2.38K 125 +125 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$1K 34 – –
Wells Fargo
22
Wells Fargo
California
$287 15 – –
ASN
23
Advisory Services Network
Georgia
– – -200 Closed
Bank of America
24
Bank of America
North Carolina
– – -1 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –
1
2