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Pro-Dex
PDEX

Overview Fund Activity

52 hedge funds and large institutions have $33.8M invested in Pro-Dex in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+9
Holders Change %
+20.93%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
16
Reduced
8
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$6.53M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$2.26M
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.38M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.57M
5
State Street
State Street
Massachusetts
$1.17M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$655K
2
Millennium Management
Millennium Management
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
LSV Asset Management
LSV Asset Management
Illinois
$0
5
PAIM
Punch & Associates Investment Management
Minnesota
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$6.53M +$4.67M +107,087 +251%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.38M +$685K +15,703 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.73M +$164K +3,765 +6%
Northern Trust
4
Northern Trust
Illinois
$2.35M +$492K +11,268 +26%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.26M +$1.09M +24,927 +93%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.57M +$632K +14,479 +68%
PAIM
7
Punch & Associates Investment Management
Minnesota
$1.49M -$864K -19,800 -37%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$1.42M +$196K +4,493 +16%
State Street
9
State Street
Massachusetts
$1.17M +$624K +14,298 +115%
NA
10
Navellier & Associates
Nevada
$980K +$17.1K +391 +2%
RWM
11
Ritholtz Wealth Management
New York
$921K +$225K +5,158 +32%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$655K -$1.93M -44,252 -75%
Citadel Advisors
13
Citadel Advisors
Florida
$501K +$124K +2,831 +33%
Renaissance Technologies
14
Renaissance Technologies
New York
$491K -$175K -4,000 -26%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$479K +$199K +4,564 +71%
BA
16
Bard Associates
Illinois
$462K -$131K -3,000 -22%
DADC
17
D.A. Davidson & Co
Montana
$451K +$451K +10,335 New
American Century Companies
18
American Century Companies
Missouri
$443K -$93.5K -2,142 -17%
UBS Group
19
UBS Group
Switzerland
$343K -$6.81K -156 -2%
Charles Schwab
20
Charles Schwab
California
$315K +$315K +7,211 New
CW
21
CreativeOne Wealth
Kansas
$297K +$297K +6,812 New
Osaic Holdings
22
Osaic Holdings
Arizona
$278K +$8.42K +180 +3%
Morgan Stanley
23
Morgan Stanley
New York
$185K -$141K -3,228 -43%
MDCM
24
Morgan Dempsey Capital Management
Wisconsin
$179K +$179K +4,109 New
Barclays
25
Barclays
United Kingdom
$166K +$166K +3,784 New
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