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Idexx Laboratories

1,000 hedge funds and large institutions have $30.6B invested in Idexx Laboratories in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 331 increasing their positions, 355 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 68

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

27% more capital invested

Capital invested by funds: $24B → $30.6B (+$6.58B)

8% more funds holding

Funds holding: 9241,000 (+76)

0.39% more ownership

Funds ownership: 88.53%88.92% (+0.39%)

7% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 355

14% less call options, than puts

Call options by funds: $152M | Put options by funds: $177M

Holders
1,000
Holders Change
+76
Holders Change %
+8.23%
% of All Funds
16.07%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.39%
New
164
Increased
331
Reduced
355
Closed
68
Calls
$152M
Puts
$177M
Net Calls
-$24.5M
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
851
Benjamin Edwards Inc
Missouri
$102K +$12.4K +32 +15%
HFM
852
Harvest Fund Management
China
$101K +$88.9K +229 +388%
BWM
853
Baystate Wealth Management
Massachusetts
$98K +$4.27K +11 +5%
ST
854
Smithfield Trust
Pennsylvania
$96K -$3.1K -8 -3%
CAL
855
Capital Advisors Ltd
Ohio
$96K +$7.76K +20 +9%
HWA
856
Heritage Wealth Advisors
Virginia
$95.1K +$59.4K +153 +191%
KFP
857
KB Financial Partners
New Jersey
$93K -$4.66K -12 -5%
TCOV
858
Trust Company of Vermont
Vermont
$92.6K +$5.43K +14 +7%
CFFP
859
Center for Financial Planning
Michigan
$90.2K
BAAM
860
Baker Avenue Asset Management
California
$88.5K -$184K -474 -69%
SBL
861
Sargent Bickham Lagudis
Colorado
$87.7K +$19K +49 +30%
EWA
862
EverSource Wealth Advisors
Alabama
$86.9K +$12K +31 +17%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$85.3K -$134K -345 -62%
BC
864
Bartlett & Co
Ohio
$82K -$2.72K -7 -3%
BCWM
865
Bartlett & Co Wealth Management
Ohio
$81.6K -$2.72K -7 -3%
SPWM
866
Spartan Planning & Wealth Management
North Carolina
$81.2K +$77.2K +199 New
USCWA
867
U.S. Capital Wealth Advisors
Texas
$80K +$76.1K +196 New
CFB
868
Cullen/Frost Bankers
Texas
$79.6K -$452K -1,164 -86%
KFS
869
Kelly Financial Services
Massachusetts
$78.3K +$20.2K +52 +37%
CFO
870
CVA Family Office
Colorado
$77.5K -$9.7K -25 -12%
DWA
871
Dougherty Wealth Advisers
Minnesota
$77.5K
CA
872
CoreCap Advisors
Michigan
$76.3K +$72.6K +187 New
MFA
873
McClarren Financial Advisors
Pennsylvania
$75K
CWC
874
Carolinas Wealth Consulting
North Carolina
$72.6K +$18.6K +48 +37%
GRP
875
Global Retirement Partners
California
$72.2K +$8.54K +22 +14%