Omega Flex Inc (OFLX) Ownership

Institutional Ownership

Kayne Anderson Rudnick Investment Management LLC is the biggest individual institutional holder of Omega Flex Inc (OFLX), owning a total of 1.1 million shares. Combined, the top 32 institutional holders of OFLX own 32.57% of the company with a total of 3.3 million shares.

In the latest ownership report on December 31st 2024, the top 32 institutional holders decreased their combined ownership of OFLX by 26 thousand shares. 15 institutions bought 103,242 total additional shares and increased their ownership by an average of 8.67%. However 3 institutions sold 129,631 total shares and decreased their ownership by an average of 29.74%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Omega Flex decreased by a net total of -26,389 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Kayne Anderson Rudnick Investment Management LLC10.652%2.328%1,075,24024,4662024-12-31
Vanguard Group Inc3.153%7.728%318,28322,8332024-12-31
BlackRock Inc2.454%-6.412%247,667-16,9692024-12-31
Dimensional Fund Advisors, Inc.2.395%0.591%241,7171,4212024-12-31
Principle Wealth Partners LLC1.905%0.000%192,27502024-12-31
Neuberger Berman Group LLC1.129%-42.977%113,940-85,8752024-12-31
Geode Capital Management, LLC0.893%0.861%90,1317692024-12-31
Hunter Associates Inc.0.780%0.000%78,68202024-12-31
Morgan Stanley - Brokerage Accounts0.768%37.608%77,52721,1882024-12-31
State Street Corp0.760%3.411%76,7272,5312024-12-31
Wells Fargo & Co0.746%14.114%75,2799,3112024-12-31
Bank of New York Mellon Corp0.589%34.471%59,45915,2422024-12-31
Renaissance Technologies Corp0.522%0.765%52,6804002024-12-31
Goldman Sachs Group Inc0.455%1.003%45,9064562024-12-31
Millennium Management LLC0.401%-39.826%40,473-26,7872024-12-31
Northern Trust Corp0.362%1.385%36,5254992024-12-31
SEI Investments Co0.309%7.232%31,1842,1032024-12-31
Nuveen Asset Management, LLC0.290%0.000%29,22502024-12-31
Envestnet Asset Management Inc0.280%3.327%28,2959112024-12-31
Charles Schwab Investment Management Inc0.279%0.640%28,1311792024-12-31
American Century Companies Inc0.073%14.592%7,3279332024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Kayne Anderson Rudnick Investment Management LLC10.652%2.328%1,075,24024,4662024-12-31
Vanguard Group Inc3.153%7.728%318,28322,8332024-12-31
BlackRock Inc2.454%-6.412%247,667-16,9692024-12-31
Dimensional Fund Advisors, Inc.2.395%0.591%241,7171,4212024-12-31
Principle Wealth Partners LLC1.905%0.000%192,27502024-12-31
Neuberger Berman Group LLC1.129%-42.977%113,940-85,8752024-12-31
Geode Capital Management, LLC0.893%0.861%90,1317692024-12-31
Hunter Associates Inc.0.780%0.000%78,68202024-12-31
Morgan Stanley - Brokerage Accounts0.768%37.608%77,52721,1882024-12-31
State Street Corp0.760%3.411%76,7272,5312024-12-31
Wells Fargo & Co0.746%14.114%75,2799,3112024-12-31
State Street Corporation0.707%1.506%71,3181,0582024-03-31
Bank of New York Mellon Corp0.589%34.471%59,45915,2422024-12-31
Renaissance Technologies Corp0.522%0.765%52,6804002024-12-31
Goldman Sachs Group Inc0.455%1.003%45,9064562024-12-31
Conestoga Capital Advisors, LLC0.413%-86.009%41,700-256,3572024-06-30
Millennium Management LLC0.401%-39.826%40,473-26,7872024-12-31
Northern Trust Corp0.362%1.385%36,5254992024-12-31
Citadel Advisors Llc0.349%96.552%35,22617,3042024-06-30
Ranger Investment Management LP0.314%2.283%31,7187082022-12-31
SEI Investments Co0.309%7.232%31,1842,1032024-12-31
Nuveen Asset Management, LLC0.290%0.000%29,22502024-12-31
Envestnet Asset Management Inc0.280%3.327%28,2959112024-12-31
Charles Schwab Investment Management Inc0.279%0.640%28,1311792024-12-31
Comerica Bank0.246%0.000%24,86502024-03-31
TOWNSQUARE CAPITAL LLC0.240%8.967%24,2431,9952024-03-31
Royal Bank of Canada0.233%-4.273%23,476-1,0482024-06-30
Two Sigma Investments LLC0.232%-7.872%23,417-2,0012024-09-30
Acadian Asset Management LLC0.222%0.000%22,36922,3692022-09-30
Daiwa Securities Group Inc0.218%-13.026%22,034-3,3002023-09-30
Ameriprise Financial Inc0.205%0.000%20,72402024-03-31
American Century Companies Inc0.073%14.592%7,3279332024-12-31

Mutual Fund Ownership

Virtus KAR Small-Cap Growth I is the biggest individual fund holder of Omega Flex Inc (OFLX), owning a total of 764 thousand shares. Combined, the top 38 mutual fund holders of OFLX own 23.71% of the company with a total of 2.4 million shares.

In the latest ownership report on February 28th 2025, the top 38 fund holders increased their combined ownership of OFLX by 43 thousand shares. 2 funds bought 44,130 total additional shares and increased their ownership by an average of 6.81%. However 2 funds sold 915 total shares and decreased their ownership by an average of 0.66%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Omega Flex increased by a net total of 43,215 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.164%0.000%218,45902025-02-28
iShares Russell 2000 ETF0.711%-1.206%71,780-8762025-02-28
Vanguard Institutional Extnd Mkt Idx Tr0.635%0.000%64,12502025-02-28
WisdomTree US SmallCap Dividend ETF0.482%0.000%48,60902025-02-28
Columbia Small Cap Value I A0.412%0.000%41,63041,6302025-02-28
iShares Russell 2000 Growth ETF0.328%-0.118%33,075-392025-02-28
Dimensional US Small Cap ETF0.233%0.000%23,46702025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.207%13.616%20,8612,5002025-02-28
Schwab US Small-Cap ETF™0.163%0.000%16,49302025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Virtus KAR Small-Cap Growth I7.564%0.493%763,5723,7452024-12-31
Vanguard Total Stock Mkt Idx Inv2.164%0.000%218,45902025-02-28
iShares US Infrastructure ETF1.744%0.415%176,0367272024-05-30
DFA US Micro Cap I0.895%-1.933%90,354-1,7812025-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.875%0.000%88,28902023-03-31
iShares Russell 2000 ETF0.711%-1.206%71,780-8762025-02-28
Neuberger Berman Genesis Inv0.681%-44.851%68,751-55,9142024-12-31
Conestoga Small Cap Growth0.664%0.000%66,98602024-03-31
Vanguard Institutional Extnd Mkt Idx Tr0.635%0.000%64,12502025-02-28
WisdomTree US SmallCap Dividend ETF0.482%0.000%48,60902025-02-28
JNL Multi-Manager Small Cap Growth A0.477%0.000%48,14202024-12-31
DFA US Small Cap I0.418%0.000%42,20902025-01-31
Columbia Small Cap Value I A0.412%0.000%41,63041,6302025-02-28
Vanguard Extended Market Index Investor0.408%0.000%41,21002023-08-31
Fidelity Small Cap Index0.356%0.000%35,96202024-12-31
iShares Russell 2000 Growth ETF0.328%-0.118%33,075-392025-02-28
Fidelity® Small Cap Index0.313%1.328%31,5924142023-10-31
KAR Small Cap Growth CIT C10.308%0.000%31,10402025-01-31
Conestoga Small Cap Investors0.294%-86.929%29,640-197,1142024-06-30
RIM Micro Cap Composite0.289%0.000%29,18429,1842022-09-30
BrighthouseII Neuberger Bermn Genesis A0.260%-3.082%26,256-8352024-06-30
Conestoga Small Cap Growth Cllctv A0.246%0.000%24,84002024-05-31
Daiwa US Small Cap Sutainable Gr MF0.235%-13.011%23,734-3,5502023-08-15
Multi-Manager Small Cap Eq Strat A0.234%-36.238%23,624-13,4262023-06-30
Dimensional US Small Cap ETF0.233%0.000%23,46702025-02-28
Kayne Anderson Rudnick SC Sust Gr CIT 10.231%-1.153%23,318-2722024-04-30
Virtus KAR Small-Cap Growth A0.225%6.482%22,7341,3842024-12-31
Kayne Anderson Rudnick SC Gr CIT 10.220%-2.989%22,166-6832024-07-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.207%13.616%20,8612,5002025-02-28
Multi-Manager Small Cap Eq Strat Inst0.205%0.000%20,72402024-05-31
CREF Stock R10.195%0.000%19,70002025-01-31
Fidelity Extended Market Index0.193%-1.496%19,488-2962025-01-31
Inspire Tactical Balanced ETF0.190%0.000%19,16202024-12-31
Column Small Cap0.174%6.284%17,5901,0402024-12-31
Schwab US Small-Cap ETF™0.163%0.000%16,49302025-02-28
Neuberger Berman US Sm Cap USD Instl Acc0.163%-24.063%16,429-5,2062024-08-31
DFA US Core Equity 2 I0.160%0.000%16,14702024-07-31
Vanguard Russell 2000 ETF0.157%-6.239%15,869-1,0562025-01-31

Discussions

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a12/5/24 07:52am

$OFLX more shorts the better idc

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rikishiiiii3/17/24 06:21pm

$OFLX breaking out of this wedge sooner than later

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