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Terex
TEX

Overview Fund Activity

382 hedge funds and large institutions have $3.81B invested in Terex in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+24
Holders Change %
+6.7%
% of All Funds
6.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
70
Increased
123
Reduced
145
Closed
46
Calls
$36.8M
Puts
$20.9M
Net Calls
+$15.9M
Net Calls Change
+$1.12M

Top Buyers

1
GA
Greenhaven Associates
New York
+$44.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$35.3M
4
AIM
Atlantic Investment Management
New York
+$19.3M
5
Bank of America
Bank of America
North Carolina
+$15M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$49.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
276
Delta Capital Management
New Jersey
$279K -$6.57K -110 -2%
VI
277
Versor Investments
New York
$278K -$48K -803 -15%
VF
278
Virtu Financial
New York
$275K +$275K +4,599 New
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$274K -$475K -7,947 -63%
BCM
280
Bayesian Capital Management
New York
$274K -$37.6K -628 -12%
EI
281
Ethic Inc
New York
$274K +$274K +4,573 New
BCI
282
Brinker Capital Investments
Pennsylvania
$271K +$271K +4,535 New
OPS
283
Orion Portfolio Solutions
Nebraska
$271K +$271K +4,535 New
PCM
284
Penserra Capital Management
California
$270K +$270K +4,520 New
BC
285
Bridgefront Capital
Texas
$269K +$269K +4,490 New
Kovitz Investment Group Partners
286
Kovitz Investment Group Partners
Illinois
$267K -$7.06K -118 -3%
B
287
Bailard
California
$266K +$266K +4,445 New
BJL
288
Brighton Jones LLC
Washington
$255K -$278K -4,645 -52%
GT
289
Greenleaf Trust
Michigan
$254K +$718 +12 +0.3%
JF
290
Jump Financial
Illinois
$241K -$2.89M -48,325 -92%
VT
291
Vise Technologies
New York
$241K +$241K +4,034 New
E
292
Ergoteles
New York
$241K -$65.3K -1,091 -21%
CCM
293
Coldstream Capital Management
Washington
$240K -$55.9K -935 -19%
LWM
294
Lyell Wealth Management
California
$239K +$239K +4,000 New
EWA
295
Exencial Wealth Advisors
Oklahoma
$238K +$238K +3,986 New
APP
296
Avantax Planning Partners
Iowa
$235K +$235K +3,936 New
DT
297
Diversified Trust
Tennessee
$232K -$23.3K -389 -9%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$226K +$226K +3,775 New
FIM
299
Freedom Investment Management
Connecticut
$220K +$220K +3,683 New
PMA
300
Prudent Man Advisors
Illinois
$220K +$220K +3,676 New
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12
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