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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$890K -$2.95M -63,883 -77%
State Board of Administration of Florida Retirement System
152
State Board of Administration of Florida Retirement System
Florida
$884K – – –
Man Group
153
Man Group
United Kingdom
$878K -$374K -8,093 -30%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$868K +$156K +3,379 +22%
Mitsubishi UFJ Trust & Banking
155
Mitsubishi UFJ Trust & Banking
Japan
$860K -$280K -6,068 -25%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$855K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
157
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$852K +$397K +8,592 +87%
CWS
158
Confluence Wealth Services
Pennsylvania
$834K – – –
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$831K -$116K -2,508 -12%
SRA
160
Secured Retirement Advisors
Minnesota
$807K +$807K +17,465 New
IEFM
161
IQ EQ Fund Management
Ireland
$784K +$784K +16,969 New
AF
162
Aviso Financial
Ontario, Canada
$781K -$16.6K -360 -2%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$774K +$157K +3,400 +25%
BAMF
164
BI Asset Management Fondsmaeglerselskab
Denmark
$769K -$1.19M -25,655 -61%
EGM
165
Engineers Gate Manager
New York
$748K +$573K +12,392 +327%
Neuberger Berman Group
166
Neuberger Berman Group
New York
$738K -$44.1K -955 -6%
SOMRS
167
State of Michigan Retirement System
Michigan
$731K -$4.62K -100 -0.6%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$726K +$46 +1 +0%
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$707K – – –
Two Sigma Advisers
170
Two Sigma Advisers
New York
$707K -$1.56M -33,700 -69%
SSA
171
Schonfeld Strategic Advisors
New York
$696K -$4.86M -105,210 -87%
MF
172
Magnetar Financial
Illinois
$690K +$690K +14,935 New
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$686K +$139 +3 +0%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$682K +$277 +6 +0%
VI
175
Vestcor Inc
New Brunswick, Canada
$677K +$243K +5,250 +56%
5 6
7
8 9