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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$167M
3
Ameriprise
Ameriprise
Minnesota
$76.7M
4
Amundi
Amundi
France
$261M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$31.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
Invesco
Georgia
$212M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
Brown Advisory
Maryland
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
226
BOK Financial
Oklahoma
$2.58M -$487K -2,542 -16%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$2.54M -$18.1K -87 -0.7%
Daiwa Securities Group
228
Daiwa Securities Group
Japan
$2.52M +$685K +3,293 +37%
OAC
229
OMERS Administration Corp
Ontario, Canada
$2.48M -$624K -3,000 -20%
P
230
Pitcairn
Pennsylvania
$2.44M -$42.9K -206 -2%
YCM
231
Yousif Capital Management
Michigan
$2.42M -$791K -3,804 -25%
NYLIM
232
New York Life Investment Management
New York
$2.41M +$45.6K +219 +2%
CCM
233
Coldstream Capital Management
Washington
$2.38M +$24.3K +117 +1%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$2.3M +$2.3M +11,040 New
GC
235
Guggenheim Capital
Illinois
$2.29M -$173K -830 -7%
IB
236
Intrust Bank
Kansas
$2.27M -$190K -911 -8%
MOACM
237
Mutual of America Capital Management
New York
$2.21M -$60.7K -292 -3%
X
238
Xponance
Pennsylvania
$2.2M +$43.5K +209 +2%
Nordea Investment Management
239
Nordea Investment Management
Sweden
$2.19M – – –
SAM
240
Silvercrest Asset Management
New York
$2.17M +$1.03M +4,968 +91%
Marshall Wace
241
Marshall Wace
United Kingdom
$2.16M +$2.16M +10,407 New
GIA
242
Guyasuta Investment Advisors
Pennsylvania
$2.16M – – –
Janus Henderson Group
243
Janus Henderson Group
United Kingdom
$2.06M +$142K +683 +7%
VanEck Associates
244
VanEck Associates
New York
$2.05M +$67.8K +326 +3%
QC
245
Quadrature Capital
United Kingdom
$2.04M -$2M -9,591 -49%
JPMPWA
246
J.P. Morgan Private Wealth Advisors
California
$2.03M -$11.9K -57 -0.6%
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$2M -$428K -2,058 -18%
IG
248
ING Group
Netherlands
$1.97M -$271K -1,304 -12%
AI
249
Atria Investments
North Carolina
$1.97M -$299K -1,436 -13%
CRC
250
Curi RMB Capital
Illinois
$1.89M -$105K -507 -5%
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