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Terex
TEX

Overview Fund Activity

357 hedge funds and large institutions have $3.04B invested in Terex in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 114 increasing their positions, 123 reducing their positions, and 29 closing their positions.

Holders
357
Holders Change
+47
Holders Change %
+15.16%
% of All Funds
5.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
79
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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$428M 8,846,647 -283,637 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$375M 7,755,478 +55,097 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$147M 3,041,702 +34,421 +1%
Pzena Investment Management
4
Pzena Investment Management
New York
$146M 3,019,158 -1,086,069 -26%
State Street
5
State Street
Massachusetts
$113M 2,334,269 +7,171 +0.3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$103M 2,139,144 -115,693 -5%
Invesco
7
Invesco
Georgia
$97.1M 2,007,282 +1,171,375 +140%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$95.5M 1,974,430 +482,695 +32%
Goldman Sachs
9
Goldman Sachs
New York
$71.1M 1,470,157 +366,933 +33%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$66.5M 1,375,098 -893,271 -39%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$63M 1,301,403 -477,030 -27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$61.8M 1,277,200 +57,944 +5%
Macquarie Group
13
Macquarie Group
Australia
$61.4M 1,268,320 +1,268,320 New
Morgan Stanley
14
Morgan Stanley
New York
$45.6M 943,308 +371,528 +65%
Charles Schwab
15
Charles Schwab
California
$43.8M 906,129 -753 -0.1%
Northern Trust
16
Northern Trust
Illinois
$42M 867,451 -1,710 -0.2%
AQR Capital Management
17
AQR Capital Management
Connecticut
$41.9M 869,748 -6,837 -0.8%
Norges Bank
18
Norges Bank
Norway
$40.1M 827,960 +120,348 +17%
GKIM
19
GW&K Investment Management
Massachusetts
$39.6M 819,306 +3,807 +0.5%
Boston Partners
20
Boston Partners
Massachusetts
$37.8M 795,299 +295,248 +59%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$36.6M 756,706 -270,392 -26%
Victory Capital Management
22
Victory Capital Management
Texas
$35.8M 739,514 +714,205 +2,822%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$31.8M 658,219 +644,531 +4,709%
Prudential Financial
24
Prudential Financial
New Jersey
$31.5M 650,617 +337,744 +108%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$28M 579,215 -18,330 -3%
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