TEX icon

Terex
TEX

Overview Fund Activity

401 hedge funds and large institutions have $3.62B invested in Terex in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 52 closing their positions.

Holders
401
Holders Change
+9
Holders Change %
+2.3%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
66
Increased
131
Reduced
146
Closed
52
Calls
$20.4M
Puts
$8.15M
Net Calls
+$12.3M
Net Calls Change
+$20.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
GA
2
Greenhaven Associates
New York
$83.7M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$95.7M
4
BlackRock
4
BlackRock
New York
$547M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$177M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$27.2M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$547M 9,527,693 +517,899 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$432M 7,514,298 -99,594 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$177M 3,077,917 +386,150 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$154M 2,675,548 +78,362 +3%
State Street
5
State Street
Massachusetts
$137M 2,380,650 +37,092 +2%
Morgan Stanley
6
Morgan Stanley
New York
$106M 1,849,696 +1,147,444 +163%
Fisher Asset Management
7
Fisher Asset Management
Washington
$101M 1,764,661 -323,093 -15%
AQR Capital Management
8
AQR Capital Management
Connecticut
$95.7M 1,666,061 +528,308 +46%
Invesco
9
Invesco
Georgia
$89.7M 1,560,721 +3,147 +0.2%
GA
10
Greenhaven Associates
New York
$83.7M 1,456,700 +733,690 +101%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$83.4M 1,452,039 +54,966 +4%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$78M 1,357,783 -55,339 -4%
Macquarie Group
13
Macquarie Group
Australia
$75.2M 1,309,316 -80,954 -6%
Charles Schwab
14
Charles Schwab
California
$53M 921,985 +42,364 +5%
JAM
15
Jupiter Asset Management
United Kingdom
$52M 905,650 +269,210 +42%
Northern Trust
16
Northern Trust
Illinois
$49.3M 858,169 -6,279 -0.7%
Bank of America
17
Bank of America
North Carolina
$48.6M 845,004 -105,996 -11%
Prudential Financial
18
Prudential Financial
New Jersey
$46.6M 811,458 +178,710 +28%
Victory Capital Management
19
Victory Capital Management
Texas
$46.2M 803,906 +19,925 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$45.4M 789,620 -46,318 -6%
American Century Companies
21
American Century Companies
Missouri
$43M 747,785 +205,737 +38%
Norges Bank
22
Norges Bank
Norway
$42.6M 741,497 +5,006 +0.7%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$35.9M 625,644 -1,014 -0.2%
GKIM
24
GW&K Investment Management
Massachusetts
$35.4M 615,493 -201,313 -25%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$30.3M 527,548 -8,642 -2%
1
2 3 4 5