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
Name Holding Trade Value Shares
Change
Shares
Change %
OA
276
Oxbow Advisors
Texas
$317K
AIM
277
ARGA Investment Management
Connecticut
$314K
US Bancorp
278
US Bancorp
Minnesota
$307K -$634K -11,003 -67%
II
279
Inspire Investing
Idaho
$306K +$4.67K +81 +2%
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$305K +$305K +5,291 New
Envestnet Portfolio Solutions
281
Envestnet Portfolio Solutions
Illinois
$302K +$302K +5,244 New
MML Investors Services
282
MML Investors Services
Massachusetts
$301K -$68.5K -1,190 -19%
VCA
283
Verdence Capital Advisors
Maryland
$301K -$68.3K -1,185 -19%
AssetMark Inc
284
AssetMark Inc
California
$294K +$212K +3,682 +259%
QCM
285
QRG Capital Management
Illinois
$294K +$294K +5,098 New
JPMPWA
286
J.P. Morgan Private Wealth Advisors
California
$292K -$3.63K -63 -1%
B
287
Bailard
California
$291K +$34.6K +600 +13%
VI
288
Vestcor Inc
New Brunswick, Canada
$289K +$289K +5,022 New
PA
289
Pinnacle Associates
New York
$287K
XT
290
XTX Topco
Cayman Islands
$281K +$281K +4,873 New
M&T Bank
291
M&T Bank
New York
$274K -$20.8K -361 -7%
Commonwealth Equity Services
292
Commonwealth Equity Services
Massachusetts
$274K +$10.3K +179 +4%
AA
293
AlphaMark Advisors
Kentucky
$267K +$267K +4,642 New
SOW
294
State of Wyoming
Wyoming
$257K -$240K -4,158 -48%
Kovitz Investment Group Partners
295
Kovitz Investment Group Partners
Illinois
$256K -$749 -13 -0.3%
VT
296
Vise Technologies
New York
$255K +$22.9K +398 +10%
CGH
297
Crossmark Global Holdings
Texas
$252K -$19.8K -361 -7%
LI
298
LVZ Inc
Michigan
$245K -$92.7K -1,608 -27%
BJL
299
Brighton Jones LLC
Washington
$245K
Cerity Partners
300
Cerity Partners
New York
$244K -$91.2K -1,582 -27%