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283 hedge funds and large institutions have $2.62B invested in Terex in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $5.11M | Put options by funds: $4.32M

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 98

3% more capital invested

Capital invested by funds: $2.53B → $2.62B (+$87.4M)

1% more funds holding

Funds holding: 281283 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 86.14%85.67% (-0.47%)

Holders
283
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
102
Reduced
98
Closed
38
Calls
$5.11M
Puts
$4.32M
Net Calls
+$792K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$350M +$22M +489,129 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$338M +$15.9M +354,457 +5%
Pzena Investment Management
3
Pzena Investment Management
New York
$142M -$753K -16,781 -0.5%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$131M +$220K +4,908 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$121M -$2.48M -55,131 -2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$99.1M -$1.5M -33,493 -1%
State Street
7
State Street
Massachusetts
$93.9M +$1.67M +37,188 +2%
Invesco
8
Invesco
Georgia
$71.3M -$5.77M -128,521 -7%
Goldman Sachs
9
Goldman Sachs
New York
$58.8M -$6.09M -135,691 -9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$58.6M +$5.42M +120,817 +10%
AllianceBernstein
11
AllianceBernstein
Tennessee
$58M +$19.6M +437,319 +50%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$51.9M +$1.68M +37,416 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$51.8M +$19.2M +426,723 +57%
Northern Trust
14
Northern Trust
Illinois
$50.1M -$47.7K -1,062 -0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$49.9M +$13.7M +305,114 +37%
Charles Schwab
16
Charles Schwab
California
$38.5M +$2.6M +58,000 +7%
Norges Bank
17
Norges Bank
Norway
$38M +$1.15M +25,621 +3%
N
18
Nuveen
North Carolina
$35.1M -$81M -1,803,393 -69%
Millennium Management
19
Millennium Management
New York
$31.7M +$11.8M +263,577 +58%
Franklin Resources
20
Franklin Resources
California
$29.4M -$22M -490,348 -42%
UBS AM
21
UBS AM
Illinois
$27.3M -$917K -20,428 -3%
MPMG
22
Minneapolis Portfolio Management Group
Minnesota
$27M -$395K -8,787 -1%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$27M -$3.72M -82,775 -12%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$25.6M -$29.4M -653,755 -53%
GKIM
25
GW&K Investment Management
Massachusetts
$25.2M +$21.8M +486,568 +562%