IEX icon

IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
Fisher Asset Management
Washington
$87.1M
3
PFM
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
226
K.J. Harrison & Partners
Ontario, Canada
$2.38M – – –
M
227
Mirova
France
$2.35M +$414K +1,793 +21%
Nordea Investment Management
228
Nordea Investment Management
Sweden
$2.33M -$131M -573,347 -98%
Janus Henderson Group
229
Janus Henderson Group
United Kingdom
$2.3M -$4.75M -20,587 -67%
Jane Street
230
Jane Street
New York
$2.29M -$113K -491 -5%
JPMPWA
231
J.P. Morgan Private Wealth Advisors
California
$2.24M -$85.9K -372 -4%
SW
232
SVB Wealth
Massachusetts
$2.21M -$125K -539 -5%
CRC
233
Curi RMB Capital
Illinois
$2.21M -$191K -825 -8%
SAM
234
Shell Asset Management
Netherlands
$2.2M +$19.2K +83 +0.9%
DZ Bank
235
DZ Bank
Germany
$2.12M -$578K -2,501 -21%
AIM
236
Aigen Investment Management
New York
$2.07M +$1.12M +4,863 +118%
CNB
237
Czech National Bank
Czech Republic
$2.05M +$13.2K +57 +0.6%
TIS
238
Tortoise Index Solutions
Kansas
$2M -$1.73M -7,479 -46%
VanEck Associates
239
VanEck Associates
New York
$1.98M +$78.3K +339 +4%
HCM
240
Hahn Capital Management
California
$1.97M -$374K -1,620 -16%
EAM
241
Eagle Asset Management
Florida
$1.94M -$23.6K -102 -1%
Public Sector Pension Investment Board (PSP Investments)
242
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.91M -$254K -1,100 -12%
JIC
243
Johnson Investment Counsel
Ohio
$1.88M – – –
CB
244
Commerce Bank
Missouri
$1.85M +$23.3K +101 +1%
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
$1.83M -$3.49M -15,116 -66%
MA
246
Montag & Associates
Georgia
$1.79M – – –
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$1.79M -$68.9K -299 -4%
QCM
248
Quantinno Capital Management
New York
$1.76M -$61.7K -267 -3%
CGH
249
Crossmark Global Holdings
Texas
$1.76M -$167K -724 -9%
FBT
250
First Bank & Trust
South Dakota
$1.7M -$354K -1,534 -17%
8 9
10
11 12