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Terex
TEX

Overview Fund Activity

300 hedge funds and large institutions have $3.52B invested in Terex in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 96 increasing their positions, 106 reducing their positions, and 37 closing their positions.

Holders
300
Holders Change
+30
Holders Change %
+11.11%
% of All Funds
9.73%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.23%
New
69
Increased
96
Reduced
106
Closed
37
Calls
$77.3M
Puts
$68.9M
Net Calls
+$8.41M
Net Calls Change
+$11.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$118M
2
PHS
2
PFM Health Sciences
California
$42.5M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$27.9M
4
CC
4
Carlson Capital
Texas
$27.1M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$26M

Top Sellers

1
RI
1
Relational Investors
California
$0
2
PCM
2
Pennant Capital Management
New Jersey
$216M
3
SFM
3
Systematic Financial Management
New Jersey
$79.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.6M
5
KAM
5
Keeley Asset Management
Illinois
$6.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
1
Pennant Capital Management
New Jersey
$216M 6,432,169 -1,596,400 -20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$196M 5,839,671 +136,071 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$132M 3,931,602 -61,863 -2%
Goldman Sachs
4
Goldman Sachs
New York
$118M 3,518,415 +3,396,182 +2,778%
TG
5
TCW Group
California
$114M 3,403,692 +96,606 +3%
State Street
6
State Street
Massachusetts
$113M 3,369,993 -55,933 -2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$105M 3,110,946 -25,808 -0.8%
BFA
8
BlackRock Fund Advisors
California
$98.7M 2,937,574 +109,472 +4%
BIT
9
BlackRock Institutional Trust
California
$97.2M 2,893,833 -105,177 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$92.6M 2,755,482 -1,112,715 -29%
Lazard Asset Management
11
Lazard Asset Management
New York
$84.8M 2,522,493 -814,438 -24%
Invesco
12
Invesco
Georgia
$80.5M 2,394,334 -210,057 -8%
SFM
13
Systematic Financial Management
New Jersey
$79.9M 2,376,768 -1,328,078 -36%
AM
14
Appaloosa Management
Florida
$79.2M 2,356,969 +183,144 +8%
MCM
15
Munder Capital Management
Michigan
$77.6M 2,310,612 +61,966 +3%
Ameriprise
16
Ameriprise
Minnesota
$61.8M 1,840,643 -57,499 -3%
Jennison Associates
17
Jennison Associates
New York
$59.3M 1,763,480 +306,487 +21%
TCIM
18
TIAA CREF Investment Management
New York
$58.9M 1,751,587 -868,464 -33%
EAM
19
Eagle Asset Management
Florida
$53.7M 1,580,629 -6,191 -0.4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$52.3M 1,555,653 -7,165 -0.5%
PP
21
Prudential plc
United Kingdom
$48.4M 1,439,900 -341,900 -19%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$44M 1,308,948 +509,789 +64%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$43.5M 1,296,105 +395,214 +44%
RFC
24
Russell Frank Company
Washington
$42.7M 1,270,658 -138,252 -10%
PHS
25
PFM Health Sciences
California
$42.5M 1,264,391 +1,264,391 New
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