TEX icon

Terex
TEX

Overview Fund Activity

386 hedge funds and large institutions have $3.97B invested in Terex in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 153 reducing their positions, and 54 closing their positions.

Holders
386
Holders Change
-15
Holders Change %
-3.74%
% of All Funds
5.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
126
Reduced
153
Closed
54
Calls
$13.3M
Puts
$23M
Net Calls
-$9.69M
Net Calls Change
-$21.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Invesco
2
Invesco
Georgia
$146M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.2M
4
HPC
4
HM Payson & Co
Maine
$24.4M
5
American Century Companies
5
American Century Companies
Missouri
$67.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.4M
2
BlackRock
2
BlackRock
New York
$572M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$52.8M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
CS
5
Candriam SCA
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$572M 8,887,523 -640,170 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$477M 7,404,089 -110,209 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$314M 4,868,796 +1,790,879 +58%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$174M 2,702,498 +26,950 +1%
State Street
5
State Street
Massachusetts
$158M 2,445,725 +65,075 +3%
Invesco
6
Invesco
Georgia
$146M 2,268,148 +707,427 +45%
Fisher Asset Management
7
Fisher Asset Management
Washington
$117M 1,819,130 +54,469 +3%
AQR Capital Management
8
AQR Capital Management
Connecticut
$99.9M 1,551,813 -114,248 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$96.6M 1,499,029 +46,990 +3%
GA
10
Greenhaven Associates
New York
$95.1M 1,476,300 +19,600 +1%
Macquarie Group
11
Macquarie Group
Australia
$81.6M 1,267,739 -41,577 -3%
American Century Companies
12
American Century Companies
Missouri
$67.8M 1,052,952 +305,167 +41%
Charles Schwab
13
Charles Schwab
California
$61.6M 956,986 +35,001 +4%
Victory Capital Management
14
Victory Capital Management
Texas
$61.4M 953,564 +149,658 +19%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$52.8M 820,623 -537,160 -40%
JAM
16
Jupiter Asset Management
United Kingdom
$50.8M 788,593 -117,057 -13%
Northern Trust
17
Northern Trust
Illinois
$50.2M 779,677 -78,492 -9%
Norges Bank
18
Norges Bank
Norway
$49.8M 773,313 +31,816 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$49.2M 763,741 -25,879 -3%
First Trust Advisors
20
First Trust Advisors
Illinois
$46.1M 716,313 +195,493 +38%
Morgan Stanley
21
Morgan Stanley
New York
$45.4M 705,198 -1,144,498 -62%
Prudential Financial
22
Prudential Financial
New Jersey
$41.2M 639,751 -171,707 -21%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$38.9M 604,603 -21,041 -3%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$34M 527,198 -350 -0.1%
AIM
25
Atlantic Investment Management
New York
$30.5M 473,838 +4,000 +0.9%
1
2 3 4 5