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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 %
Mariner
276
Mariner
Kansas
$1.45M +$111K +488 +8%
GT
277
Glenview Trust
Kentucky
$1.42M +$1.83K +8 +0.1%
SAM
278
Securian Asset Management
Minnesota
$1.42M -$22.8K -100 -2%
IMCOOI
279
Investment Management Corp of Ontario (IMCO)
Canada
$1.38M +$1.38M +6,039 New
MSRPS
280
Maryland State Retirement & Pension System
Maryland
$1.36M +$1.36M +5,973 New
KRS
281
Kentucky Retirement Systems
Kentucky
$1.36M +$5.94K +26 +0.4%
EI
282
Ethic Inc
New York
$1.33M +$359K +1,570 +37%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$1.3M +$11.6K +51 +0.9%
BCWM
284
Bartlett & Co Wealth Management
Ohio
$1.29M – – –
BC
285
Bartlett & Co
Ohio
$1.29M – – –
American Century Companies
286
American Century Companies
Missouri
$1.28M +$314K +1,374 +33%
CAN
287
Cetera Advisor Networks
California
$1.27M +$1.27M +5,567 New
HW
288
Hancock Whitney
Mississippi
$1.26M -$5.71K -25 -0.4%
HIMCH
289
Hartford Investment Management Co (HIMCO)
Connecticut
$1.26M -$393K -1,721 -24%
HIM
290
Hanlon Investment Management
New Jersey
$1.24M +$1.24M +5,417 New
AIMCA
291
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.24M -$68.5K -300 -5%
PFO
292
Pathstone Family Office
New Jersey
$1.23M +$351K +2,121 +40%
PCM
293
Peregrine Capital Management
Minnesota
$1.21M – – –
CC
294
Centiva Capital
New York
$1.21M +$1.21M +5,292 New
YIH
295
Y-Intercept (HK)
Hong Kong
$1.21M +$1.21M +5,292 New
BCI
296
Brinker Capital Investments
Pennsylvania
$1.21M -$62.1K -272 -5%
RJFSA
297
Raymond James Financial Services Advisors
Florida
$1.19M +$191K +837 +19%
Bank Julius Baer & Co
298
Bank Julius Baer & Co
Switzerland
$1.18M -$1.02M -4,464 -46%
Acadian Asset Management
299
Acadian Asset Management
Massachusetts
$1.17M -$188K -822 -14%
MCCP
300
Mission Creek Capital Partners
California
$1.14M -$54.3K -238 -5%
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