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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 %
E
251
Ergoteles
New York
$1.67M +$1.67M +7,231 New
CG
252
Colony Group
Massachusetts
$1.66M -$391K -1,692 -19%
MML Investors Services
253
MML Investors Services
Massachusetts
$1.66M -$225K -976 -12%
BA
254
Bard Associates
Illinois
$1.64M – – –
AWM
255
Accurate Wealth Management
Florida
$1.62M +$1.61M +7,344 +15,965%
RHJA
256
Rice Hall James & Associates
California
$1.6M -$24K -104 -1%
AAM
257
Azzad Asset Management
Virginia
$1.57M +$67.5K +292 +4%
BCIM
258
British Columbia Investment Management
British Columbia, Canada
$1.55M – – –
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$1.52M +$14.1K +61 +0.9%
HIMCH
260
Hartford Investment Management Co (HIMCO)
Connecticut
$1.48M +$209K +905 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
261
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.48M -$92.4K -400 -6%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$1.47M -$137K -594 -9%
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$1.46M -$231K -1,000 -14%
Mariner
264
Mariner
Kansas
$1.46M -$6.23K -27 -0.4%
WBC
265
Westpac Banking Corp
Australia
$1.46M -$2.78M -12,029 -66%
SAM
266
Securian Asset Management
Minnesota
$1.46M +$23.1K +100 +2%
GT
267
Glenview Trust
Kentucky
$1.44M – – –
CANY
268
Caxton Associates (New York)
New York
$1.44M +$912K +3,946 +174%
Pacer Advisors
269
Pacer Advisors
Pennsylvania
$1.39M -$8.97M -38,835 -87%
CI
270
Cooper Investors
Australia
$1.39M -$523K -2,262 -27%
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$1.38M – – –
KRS
272
Kentucky Retirement Systems
Kentucky
$1.38M +$6.7K +29 +0.5%
VI
273
Vestcor Inc
New Brunswick, Canada
$1.37M +$959K +4,151 +232%
MCCP
274
Mission Creek Capital Partners
California
$1.35M +$201K +868 +17%
Millennium Management
275
Millennium Management
New York
$1.35M -$657K -2,844 -33%
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