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IDEX
IEX

Overview Fund Activity

552 hedge funds and large institutions have $14.8B invested in IDEX in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 203 increasing their positions, 188 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-9
Holders Change %
-1.6%
% of All Funds
9.55%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
53
Increased
203
Reduced
188
Closed
57
Calls
$6.32M
Puts
$5.16M
Net Calls
+$1.16M
Net Calls Change
+$26.1M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$320M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$285M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$25.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$592M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$383M
4
Brown Advisory
4
Brown Advisory
Maryland
$400M
5
CVA
5
Ceredex Value Advisors
Florida
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
276
Tidal Investments
Wisconsin
$1.17M +$10.4K +52 +0.9%
JG
277
Jefferies Group
New York
$1.16M +$678K +3,392 +140%
AIMCA
278
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.14M – – –
TC
279
Toews Corporation
New Jersey
$1.14M -$140K -700 -11%
DFC
280
DB Fitzpatrick & Co
Idaho
$1.14M -$137K -684 -11%
APG Asset Management
281
APG Asset Management
Netherlands
$1.13M +$242K +1,187 +27%
D.E. Shaw & Co
282
D.E. Shaw & Co
New York
$1.13M -$10.6M -52,853 -90%
BCWM
283
Bartlett & Co Wealth Management
Ohio
$1.13M – – –
BC
284
Bartlett & Co
Ohio
$1.13M – – –
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$1.13M +$9.59K +48 +0.9%
NB
286
Norinchukin Bank
Japan
$1.12M +$117K +585 +12%
HW
287
Hancock Whitney
Mississippi
$1.11M -$274K -1,369 -20%
BCI
288
Brinker Capital Investments
Pennsylvania
$1.11M +$1.6K +8 +0.1%
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
$1.1M -$2.03M -10,142 -65%
PCM
290
Peregrine Capital Management
Minnesota
$1.06M – – –
PFO
291
Pathstone Family Office
New Jersey
$1.06M +$792K +3,969 +302%
MCCP
292
Mission Creek Capital Partners
California
$1.04M +$36.8K +184 +4%
BG
293
Bahl & Gaynor
Ohio
$1.02M -$131K -655 -11%
AI
294
AdvisorShares Investments
Maryland
$981K +$981K +4,910 New
N
295
Natixis
France
$960K +$219K +1,094 +30%
FRAF
296
Första AP-fonden
Sweden
$959K -$200K -1,000 -17%
LSERS
297
Louisiana State Employees Retirement System
Louisiana
$959K – – –
MFGM
298
Marshall Financial Group (Maryland)
Maryland
$953K -$5.2K -26 -0.5%
NSIM
299
North Star Investment Management
Illinois
$936K – – –
National Bank of Canada
300
National Bank of Canada
Quebec, Canada
$908K -$23.8K -116 -3%
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12
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