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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 %
APP
301
Avantax Planning Partners
Iowa
$237K +$9.97K +173 +4%
DekaBank Deutsche Girozentrale
302
DekaBank Deutsche Girozentrale
Germany
$233K +$233K +4,037 New
TRCT
303
Tower Research Capital (TRC)
New York
$231K +$90K +1,562 +64%
LWM
304
Lyell Wealth Management
California
$230K – – –
EWA
305
Exencial Wealth Advisors
Oklahoma
$230K +$346 +6 +0.2%
CCM
306
Coldstream Capital Management
Washington
$228K -$3.23K -56 -1%
GT
307
Greenleaf Trust
Michigan
$226K -$18.3K -318 -8%
BC
308
Bridgefront Capital
Texas
$224K -$34.2K -594 -13%
MLICM
309
Metropolitan Life Insurance Company (MetLife)
New York
$223K +$12.3K +214 +6%
RWM
310
Ritholtz Wealth Management
New York
$221K +$221K +3,839 New
CC
311
Corton Capital
Ontario, Canada
$220K +$27.5K +478 +14%
ARMT
312
Amica Retiree Medical Trust
Rhode Island
$219K +$219K +3,808 New
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$218K +$922 +16 +0.4%
CAM
314
Cresset Asset Management
Illinois
$218K +$218K +3,785 New
DCM
315
Delta Capital Management
New Jersey
$215K -$53.5K -930 -20%
MWPCG
316
Measured Wealth Private Client Group
New Hampshire
$212K +$212K +3,680 New
PMA
317
Prudent Man Advisors
Illinois
$206K -$5.99K -104 -3%
PWP
318
Principle Wealth Partners
Connecticut
$206K – – –
NICM
319
Neo Ivy Capital Management
New York
$204K +$204K +3,532 New
VIA
320
Virtus Investment Advisers
Connecticut
$195K -$118K -2,047 -38%
CMBA
321
C.M. Bidwell & Associates
Hawaii
$151K – – –
CFGS
322
Concourse Financial Group Securities
Alabama
$151K +$61.6K +1,069 +69%
HFM
323
Harvest Fund Management
China
$149K -$4.94K -86 -3%
WT
324
Whittier Trust
California
$131K – – –
QCG
325
Quadrant Capital Group
Ohio
$123K +$1.73K +30 +1%
11 12
13
14 15