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Terex
TEX

Overview Fund Activity

382 hedge funds and large institutions have $3.81B invested in Terex in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 45 closing their positions.

Holders
382
Holders Change
+25
Holders Change %
+7%
% of All Funds
6.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
70
Increased
123
Reduced
145
Closed
45
Calls
$36.8M
Puts
$20.9M
Net Calls
+$15.9M
Net Calls Change
+$1.12M

Top Buyers

1
GA
1
Greenhaven Associates
New York
$44.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$155M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$45.9M
4
AIM
4
Atlantic Investment Management
New York
$19.3M
5
Bank of America
5
Bank of America
North Carolina
$47.9M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$131M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.62M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$52.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.94M
5
Goldman Sachs
5
Goldman Sachs
New York
$73.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$542M 9,052,238 +205,591 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M 7,760,732 +5,254 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$175M 2,930,373 -111,329 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$155M 2,589,574 +615,144 +31%
State Street
5
State Street
Massachusetts
$140M 2,340,626 +6,357 +0.3%
Pzena Investment Management
6
Pzena Investment Management
New York
$131M 2,197,609 -821,549 -27%
Fisher Asset Management
7
Fisher Asset Management
Washington
$128M 2,146,195 +7,051 +0.3%
Invesco
8
Invesco
Georgia
$124M 2,071,631 +64,349 +3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$94.3M 1,575,382 +200,284 +15%
Macquarie Group
10
Macquarie Group
Australia
$85.7M 1,431,720 +163,400 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$80.5M 1,345,118 +67,918 +5%
Goldman Sachs
12
Goldman Sachs
New York
$73.7M 1,231,958 -238,199 -16%
AQR Capital Management
13
AQR Capital Management
Connecticut
$62.3M 1,040,919 +171,171 +20%
Charles Schwab
14
Charles Schwab
California
$53M 886,571 -19,558 -2%
Northern Trust
15
Northern Trust
Illinois
$52.6M 879,968 +12,517 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$52.6M 878,496 -422,907 -32%
GKIM
17
GW&K Investment Management
Massachusetts
$48.4M 809,125 -10,181 -1%
Bank of America
18
Bank of America
North Carolina
$47.9M 801,274 +251,380 +46%
Morgan Stanley
19
Morgan Stanley
New York
$47.2M 789,120 -154,188 -16%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$46.1M 771,091 +14,385 +2%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$45.9M 767,291 +589,500 +332%
Boston Partners
22
Boston Partners
Massachusetts
$45.6M 756,938 -38,361 -5%
Victory Capital Management
23
Victory Capital Management
Texas
$44.7M 746,991 +7,477 +1%
GA
24
Greenhaven Associates
New York
$44.2M 739,010 +739,010 New
Norges Bank
25
Norges Bank
Norway
$43.2M 721,602 -106,358 -13%
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