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IDEX
IEX

Overview Fund Activity

552 hedge funds and large institutions have $14.8B invested in IDEX in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 203 increasing their positions, 188 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-9
Holders Change %
-1.6%
% of All Funds
9.55%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
53
Increased
203
Reduced
188
Closed
57
Calls
$6.32M
Puts
$5.16M
Net Calls
+$1.16M
Net Calls Change
+$26.1M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$320M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$285M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$25.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$592M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$383M
4
Brown Advisory
4
Brown Advisory
Maryland
$400M
5
CVA
5
Ceredex Value Advisors
Florida
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.21M -$5.2K -26 -0.2%
Handelsbanken Fonder
227
Handelsbanken Fonder
Sweden
$2.2M – – –
AI
228
Atria Investments
North Carolina
$2.18M +$181K +905 +9%
TPSF
229
Texas Permanent School Fund
Texas
$2.13M +$128K +641 +6%
SW
230
SVB Wealth
Massachusetts
$2.13M -$164K -821 -7%
EB
231
Eastern Bank
Massachusetts
$2.12M +$83.3K +417 +4%
Lazard Asset Management
232
Lazard Asset Management
New York
$2.12M +$2.12M +10,599 New
MOACM
233
Mutual of America Capital Management
New York
$2.1M +$17.6K +88 +0.8%
SAM
234
Shell Asset Management
Netherlands
$2.09M -$182K -912 -8%
GIA
235
Guyasuta Investment Advisors
Pennsylvania
$2.09M -$827K -4,140 -28%
HCM
236
Hahn Capital Management
California
$2.07M -$53K -265 -2%
KJHP
237
K.J. Harrison & Partners
Ontario, Canada
$2.04M -$50K -250 -2%
M
238
Mirova
France
$2.04M +$1.04M +5,200 +104%
Bank Julius Baer & Co
239
Bank Julius Baer & Co
Switzerland
$1.92M +$652K +3,264 +51%
JPMPWA
240
J.P. Morgan Private Wealth Advisors
California
$1.9M +$17.8K +89 +0.9%
ProShare Advisors
241
ProShare Advisors
Maryland
$1.86M -$240K -1,203 -11%
RHJA
242
Rice Hall James & Associates
California
$1.81M -$20.8K -104 -1%
CNB
243
Czech National Bank
Czech Republic
$1.75M +$1.75M +8,771 New
EAM
244
Eagle Asset Management
Florida
$1.73M -$77.1K -386 -4%
CI
245
Cooper Investors
Australia
$1.72M +$776K +3,883 +83%
VanEck Associates
246
VanEck Associates
New York
$1.63M +$94.5K +473 +6%
QCM
247
Quantinno Capital Management
New York
$1.62M +$123K +618 +8%
Public Sector Pension Investment Board (PSP Investments)
248
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62M +$170K +850 +12%
JIC
249
Johnson Investment Counsel
Ohio
$1.62M – – –
CB
250
Commerce Bank
Missouri
$1.58M +$46.8K +234 +3%
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