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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
Brown Advisory
Maryland
$198M
5
CAM
Congress Asset Management
Massachusetts
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
276
QRG Capital Management
Illinois
$1.4M +$94.4K +435 +7%
Rafferty Asset Management
277
Rafferty Asset Management
New York
$1.38M +$71.6K +330 +5%
MGP
278
Metis Global Partners
California
$1.34M +$38.6K +178 +3%
P
279
Pitcairn
Pennsylvania
$1.33M -$1.22M -5,635 -48%
KRS
280
Kentucky Retirement Systems
Kentucky
$1.31M -$53.6K -247 -4%
AC
281
AXQ Capital
New Jersey
$1.31M +$925K +4,262 +242%
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$1.28M -$1.12M -5,146 -47%
GT
283
Glenview Trust
Kentucky
$1.28M -$110K -505 -8%
RJFSA
284
Raymond James Financial Services Advisors
Florida
$1.26M +$163K +750 +15%
MSRPS
285
Maryland State Retirement & Pension System
Maryland
$1.25M – – –
VI
286
Vestcor Inc
New Brunswick, Canada
$1.23M -$4.78K -22 -0.4%
QCM
287
Qsemble Capital Management
New York
$1.22M -$1.96M -9,038 -62%
DT
288
Diversified Trust
Tennessee
$1.2M +$24.3K +112 +2%
GCP
289
GSA Capital Partners
United Kingdom
$1.19M +$1.19M +5,475 New
BCWM
290
Bartlett & Co Wealth Management
Ohio
$1.17M – – –
BC
291
Bartlett & Co
Ohio
$1.17M – – –
AIM
292
Artemis Investment Management
United Kingdom
$1.15M -$226K -1,039 -16%
CCIA
293
Campbell & Co Investment Adviser
Maryland
$1.13M +$1.13M +5,206 New
HIMCH
294
Hartford Investment Management Co (HIMCO)
Connecticut
$1.11M -$25.8K -119 -2%
IMRF
295
Illinois Municipal Retirement Fund
Illinois
$1.11M – – –
BMM
296
Buffington Mohr McNeal
Idaho
$1.1M -$1.09K -5 -0.1%
MML Investors Services
297
MML Investors Services
Massachusetts
$1.09M -$610K -2,808 -36%
JCA
298
Jade Capital Advisors
New Jersey
$1.09M -$543K -2,500 -33%
OTL
299
Oak Thistle LLC
New York
$1.07M +$613K +2,825 +134%
BBVA
300
Banco Bilbao Vizcaya Argentaria
Spain
$1.07M +$103K +475 +11%
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