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Pro-Dex
PDEX

Overview Fund Activity

24 hedge funds and large institutions have $9.53M invested in Pro-Dex in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
6
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bard Associates
Illinois
$201K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$453K
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.33M
4
PCM
4
Perritt Capital Management
Illinois
$106K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$306K
2
BlackRock
2
BlackRock
New York
$683K
3
LSV Asset Management
3
LSV Asset Management
Illinois
$400K
4
CP
4
Covalent Partners
Massachusetts
$247K
5
State Street
5
State Street
Massachusetts
$186K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18M 123,650 – –
PAIM
2
Punch & Associates Investment Management
Minnesota
$1.33M 75,500 +2,125 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.05M 59,969 +1,670 +3%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$996K 56,833 -267 -0.5%
BlackRock
5
BlackRock
New York
$683K 38,779 -9,055 -19%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$453K 25,826 +4,003 +18%
Northern Trust
7
Northern Trust
Illinois
$442K 25,088 -812 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$427K 24,319 – –
LSV Asset Management
9
LSV Asset Management
Illinois
$400K 22,782 -3,099 -12%
Morgan Stanley
10
Morgan Stanley
New York
$306K 17,400 -12,700 -42%
CP
11
Covalent Partners
Massachusetts
$247K 14,053 -1,600 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$229K 13,010 -1,500 -10%
BA
13
Bard Associates
Illinois
$201K 11,400 +11,400 New
Renaissance Technologies
14
Renaissance Technologies
New York
$200K 11,340 +1,000 +10%
State Street
15
State Street
Massachusetts
$186K 10,623 -1,600 -13%
PCM
16
Perritt Capital Management
Illinois
$106K 6,000 +1,813 +43%
UBS Group
17
UBS Group
Switzerland
$62.7K 3,564 -580 -14%
GRP
18
Global Retirement Partners
California
$17.6K 1,000 – –
TRCT
19
Tower Research Capital (TRC)
New York
$15.2K 861 +430 +100%
HI
20
Harbour Investments
Wisconsin
$3.52K 200 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1K 37 -27 -42%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K 34 – –
Wells Fargo
23
Wells Fargo
California
$282 16 -400 -96%
NA
24
NewEdge Advisors
Louisiana
$18 1 – –
Bank of America
25
Bank of America
North Carolina
– – -1 Closed
1
2