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Pro-Dex
PDEX

Overview Fund Activity

21 hedge funds and large institutions have $8.21M invested in Pro-Dex in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$1.09M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.9M
3
Wells Fargo
3
Wells Fargo
California
$6.53K
4
TRCT
4
Tower Research Capital (TRC)
New York
$10.9K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$340K

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$968K
2
BlackRock
2
BlackRock
New York
$752K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$228K
4
SPIA
4
Steward Partners Investment Advisory
New York
$0
5
NA
5
NewEdge Advisors
Louisiana
$16
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9M 121,196 +2,181 +2%
PAIM
2
Punch & Associates Investment Management
Minnesota
$1.09M 69,610 +5,235 +8%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$968K 61,699 -6,570 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$909K 57,875 – –
BlackRock
5
BlackRock
New York
$752K 47,894 -823 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$497K 31,681 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$382K 24,319 +16 +0.1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$340K 21,687 +149 +0.7%
CP
9
Covalent Partners
Massachusetts
$321K 20,421 – –
Northern Trust
10
Northern Trust
Illinois
$310K 19,759 +24 +0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$228K 14,530 -600 -4%
Morgan Stanley
12
Morgan Stanley
New York
$221K 14,050 – –
State Street
13
State Street
Massachusetts
$192K 12,223 – –
UBS Group
14
UBS Group
Switzerland
$56K 3,564 – –
GRP
15
Global Retirement Partners
California
$15.3K 1,000 – –
TRCT
16
Tower Research Capital (TRC)
New York
$10.9K 692 +187 +37%
Wells Fargo
17
Wells Fargo
California
$6.53K 416 +401 +2,673%
HI
18
Harbour Investments
Wisconsin
$3.14K 200 – –
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1K 34 – –
NA
20
NewEdge Advisors
Louisiana
$16 1 -170 -99%
SPIA
21
Steward Partners Investment Advisory
New York
– – -230 Closed
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
– – -125 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$0 4 -17 -81%
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –