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161 hedge funds and large institutions have $1.39B invested in V2X in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

878% more call options, than puts

Call options by funds: $88K | Put options by funds: $9K

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

13% more funds holding

Funds holding: 142161 (+19)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 96.14%95.73% (-0.41%)

10% less capital invested

Capital invested by funds: $1.55B → $1.39B (-$162M)

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
49
Reduced
41
Closed
9
Calls
$88K
Puts
$9K
Net Calls
+$79K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1
AIP LLC
New York
$881M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$116M -$24.4M -517,781 -17%
BlackRock
3
BlackRock
New York
$64.4M +$3.2M +67,942 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$27.1M +$759K +16,127 +3%
State Street
5
State Street
Massachusetts
$25.6M +$5.2M +110,404 +25%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$21M -$1.1M -23,463 -5%
Goldman Sachs
7
Goldman Sachs
New York
$17M +$7.38M +156,866 +75%
JP Morgan Chase
8
JP Morgan Chase
New York
$13.6M +$645K +13,716 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.5M +$649K +13,785 +6%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$11.3M -$1.62M -34,345 -12%
AA
11
Ancora Advisors
Ohio
$11.1M -$4.06M -86,203 -27%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$10.9M -$7.01M -149,039 -39%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$10.2M -$64.7K -1,375 -0.6%
Invesco
14
Invesco
Georgia
$9.52M +$1.47M +31,137 +18%
RA
15
Royce & Associates
New York
$9.45M +$1.19M +25,254 +14%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$9.38M +$1.27M +26,937 +15%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$8.78M +$1.31M +27,740 +17%
N
18
Nuveen
North Carolina
$6.81M -$1.88M -39,862 -21%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$6.28M +$5.76M +122,324 +951%
Boston Partners
20
Boston Partners
Massachusetts
$5.92M -$2.6M -55,274 -30%
Northern Trust
21
Northern Trust
Illinois
$5.36M -$40.1K -853 -0.7%
Morgan Stanley
22
Morgan Stanley
New York
$5.32M +$2.52M +53,493 +87%
OAM
23
Oberweis Asset Management
Illinois
$4.68M -$555K -11,800 -10%
Charles Schwab
24
Charles Schwab
California
$4.62M -$375K -7,968 -7%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.38M -$468K -9,949 -10%