TEX icon

Terex
TEX

Overview Fund Activity

392 hedge funds and large institutions have $3.63B invested in Terex in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
54
Increased
140
Reduced
146
Closed
40
Calls
$29.4M
Puts
$37.9M
Net Calls
-$8.48M
Net Calls Change
-$24.4M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$36.7M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$19.8M
3
Millennium Management
3
Millennium Management
New York
$27.1M
4
American Century Companies
4
American Century Companies
Missouri
$31.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$25.4M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$25.6M
2
Invesco
2
Invesco
Georgia
$89.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$150M
4
Goldman Sachs
4
Goldman Sachs
New York
$54.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Shell Asset Management
Netherlands
$591K -$110K -1,912 -16%
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$576K -$110K -1,902 -16%
PFO
228
Pathstone Family Office
New Jersey
$572K +$111K +1,934 +24%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$563K – – –
X
230
Xponance
Pennsylvania
$558K -$10.5K -182 -2%
CI
231
Cavalier Investments
Georgia
$548K +$20.2K +350 +4%
CIC
232
Cornercap Investment Counsel
Georgia
$547K +$11.1K +193 +2%
CL
233
CSS LLC
Illinois
$519K +$202K +3,500 +64%
Truist Financial
234
Truist Financial
North Carolina
$518K -$102K -1,768 -16%
Creative Planning
235
Creative Planning
Kansas
$515K +$86.5K +1,501 +20%
WG
236
Winton Group
United Kingdom
$513K -$33.5K -582 -6%
LFAS
237
Level Four Advisory Services
Texas
$507K -$3.05K -53 -0.6%
ACA
238
Atlas Capital Advisors
Wyoming
$501K -$35.1K -610 -7%
FIM
239
Freedom Investment Management
Connecticut
$497K +$285K +4,951 +134%
PWM
240
Perigon Wealth Management
California
$476K -$115 -2 -0%
SOADOR
241
State of Alaska Department of Revenue
Alaska
$464K -$19.6K -340 -4%
LCM
242
Legato Capital Management
California
$463K -$827K -14,352 -64%
YMRC
243
Yorktown Management & Research Company
Virginia
$461K – – –
PCM
244
Prelude Capital Management
New York
$448K +$448K +7,775 New
KAS
245
Kestra Advisory Services
Texas
$446K +$14.6K +254 +3%
RJFSA
246
Raymond James Financial Services Advisors
Florida
$442K +$49K +851 +12%
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$432K – – –
PAMP
248
Polar Asset Management Partners
Ontario, Canada
$431K -$230K -4,000 -35%
Pictet Asset Management
249
Pictet Asset Management
Switzerland
$428K +$428K +7,422 New
NYLIM
250
New York Life Investment Management
New York
$423K -$67.5K -1,171 -14%
8 9
10
11 12