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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$2.66M +$14.4K +63 +0.5%
NYLIM
227
New York Life Investment Management
New York
$2.6M -$17.8K -78 -0.7%
CCM
228
Coldstream Capital Management
Washington
$2.55M +$2.55M +11,159 New
Handelsbanken Fonder
229
Handelsbanken Fonder
Sweden
$2.51M – – –
EB
230
Eastern Bank
Massachusetts
$2.48M +$52.3K +229 +2%
MOACM
231
Mutual of America Capital Management
New York
$2.47M +$73.8K +323 +3%
TPSF
232
Texas Permanent School Fund
Texas
$2.45M +$8.45K +37 +0.3%
DWA
233
Dorsey Wright & Associates
California
$2.44M +$2.44M +10,689 New
Stifel Financial
234
Stifel Financial
Missouri
$2.43M +$1.85M +8,085 +315%
GIA
235
Guyasuta Investment Advisors
Pennsylvania
$2.39M – – –
Jane Street
236
Jane Street
New York
$2.38M -$3.91M -17,125 -62%
CRC
237
Curi RMB Capital
Illinois
$2.37M -$1.18M -5,183 -33%
HCM
238
Hahn Capital Management
California
$2.31M -$47.7K -209 -2%
SW
239
SVB Wealth
Massachusetts
$2.31M -$127K -558 -5%
JPMPWA
240
J.P. Morgan Private Wealth Advisors
California
$2.3M +$132K +578 +6%
Connor, Clark & Lunn Investment Management (CC&L)
241
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.29M +$2.29M +10,021 New
SAM
242
Shell Asset Management
Netherlands
$2.16M -$234K -1,023 -10%
Public Sector Pension Investment Board (PSP Investments)
243
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M +$284K +1,246 +15%
ProShare Advisors
244
ProShare Advisors
Maryland
$2.14M +$6.85K +30 +0.3%
CG
245
Colony Group
Massachusetts
$2.03M +$424K +1,856 +26%
FBT
246
First Bank & Trust
South Dakota
$2.03M +$619K +2,711 +44%
CWM
247
CIBC World Markets
New York
$2.02M +$1.76M +7,722 +674%
CNB
248
Czech National Bank
Czech Republic
$2.02M +$13K +57 +0.6%
SO
249
STRS Ohio
Ohio
$2M +$2M +8,772 New
Millennium Management
250
Millennium Management
New York
$1.98M -$27.8M -121,676 -93%
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