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Terex
TEX

Overview Fund Activity

358 hedge funds and large institutions have $3.04B invested in Terex in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+48
Holders Change %
+15.48%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
80
Increased
114
Reduced
123
Closed
29
Calls
$34.7M
Puts
$19.9M
Net Calls
+$14.8M
Net Calls Change
+$12.9M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$61.4M
2
Invesco
2
Invesco
Georgia
$97.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$35.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$31.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$95.5M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$146M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$11.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$63M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
176
Campbell & Co Investment Adviser
Maryland
$790K +$790K +16,320 New
Neuberger Berman Group
177
Neuberger Berman Group
New York
$786K +$34K +703 +5%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$783K -$149K -3,079 -16%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$762K +$149K +3,069 +24%
Jennison Associates
180
Jennison Associates
New York
$756K +$756K +15,631 New
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$748K -$7.74K -160 -1%
OTPPB
182
Ontario Teachers' Pension Plan Board
Ontario, Canada
$747K +$747K +15,433 New
AAIS
183
ABN AMRO Investment Solutions
$738K +$738K +15,249 New
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$724K +$422K +8,728 +140%
SAM
185
Shell Asset Management
Netherlands
$716K -$2.47K -51 -0.3%
Los Angeles Capital Management
186
Los Angeles Capital Management
California
$711K -$15.4K -319 -2%
BS
187
Banco Santander
Spain
$702K -$494K -10,205 -41%
SGI
188
Summit Global Investments
Utah
$672K +$411K +8,495 +157%
Truist Financial
189
Truist Financial
North Carolina
$656K +$656K +13,568 New
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$651K +$651K +13,455 New
EF
191
Empirical Finance
Pennsylvania
$645K – – –
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$641K +$16K +330 +3%
I
193
InceptionR
California
$624K +$624K +12,902 New
TFS
194
Thoroughbred Financial Services
Tennessee
$624K +$624K +12,915 New
FHB
195
First Hawaiian Bank
Hawaii
$617K -$153K -3,164 -20%
DI
196
Diligent Investors
California
$612K – – –
MHS
197
M Holdings Securities
Oregon
$611K -$822 -17 -0.1%
NMERB
198
New Mexico Educational Retirement Board
New Mexico
$590K +$62.9K +1,300 +12%
VPIM
199
Vanguard Personalized Indexing Management
California
$582K +$348K +7,203 +150%
Schroder Investment Management Group
200
Schroder Investment Management Group
United Kingdom
$581K – – –
6 7
8
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