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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 %
EAM
251
Eagle Asset Management
Florida
$1.95M -$34.9K -152 -2%
M
252
Mirova
France
$1.92M -$411K -1,800 -18%
CGH
253
Crossmark Global Holdings
Texas
$1.9M +$227K +994 +14%
CI
254
Cooper Investors
Australia
$1.89M -$73.3K -321 -4%
VanEck Associates
255
VanEck Associates
New York
$1.87M +$10.3K +45 +0.6%
JIC
256
Johnson Investment Counsel
Ohio
$1.86M +$10K +44 +0.5%
MML Investors Services
257
MML Investors Services
Massachusetts
$1.86M +$178K +781 +11%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$1.84M +$832K +3,645 +82%
CB
259
Commerce Bank
Missouri
$1.8M -$6.17K -27 -0.3%
QCM
260
Quantinno Capital Management
New York
$1.8M -$50.9K -223 -3%
LPL Financial
261
LPL Financial
California
$1.8M +$199K +870 +12%
APG Asset Management
262
APG Asset Management
Netherlands
$1.8M +$525K +2,299 +41%
MA
263
Montag & Associates
Georgia
$1.77M – – –
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$1.68M +$243K +1,063 +17%
BA
265
Bard Associates
Illinois
$1.62M – – –
RHJA
266
Rice Hall James & Associates
California
$1.6M -$471K -2,063 -23%
TI
267
Tidal Investments
Wisconsin
$1.59M +$263K +1,154 +20%
PAMS
268
Pictet Asset Management (Switzerland)
Switzerland
$1.59M -$8.32K -8,330 -0.5%
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$1.58M +$85.2K +373 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
270
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.55M +$1.28M +5,600 +467%
BCIM
271
British Columbia Investment Management
British Columbia, Canada
$1.53M -$176K -771 -10%
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$1.49M +$154K +675 +12%
AAM
273
Azzad Asset Management
Virginia
$1.49M +$10.5K +46 +0.7%
VPIM
274
Vanguard Personalized Indexing Management
California
$1.49M -$29.2K -128 -2%
SSA
275
Schonfeld Strategic Advisors
New York
$1.48M -$1.83M -8,026 -55%
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