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IDEX
IEX

Overview Fund Activity

572 hedge funds and large institutions have $14.1B invested in IDEX in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-12
Holders Change %
-2.05%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
234
Reduced
183
Closed
60
Calls
$4.32M
Puts
$9.93M
Net Calls
-$5.61M
Net Calls Change
-$1.66M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$436M
2
CVA
2
Ceredex Value Advisors
Florida
$65.6M
3
CIP
3
Champlain Investment Partners
Vermont
$215M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$208M
5
Citadel Advisors
5
Citadel Advisors
Florida
$50.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$81.7M
2
Invesco
2
Invesco
Georgia
$270M
3
Victory Capital Management
3
Victory Capital Management
Texas
$25.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$673M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
301
Diversified Trust
Tennessee
$974K +$336K +1,750 +53%
Wealthfront Advisers
302
Wealthfront Advisers
California
$965K -$248K -1,296 -20%
MCM
303
MAI Capital Management
Ohio
$955K +$43.9K +229 +5%
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$946K – – –
MCCP
305
Mission Creek Capital Partners
California
$943K +$13K +68 +1%
KRS
306
Kentucky Retirement Systems
Kentucky
$929K +$53.9K +281 +6%
APG Asset Management
307
APG Asset Management
Netherlands
$926K -$1.96M -11,387 -68%
VRS
308
Virginia Retirement Systems
Virginia
$920K +$920K +4,800 New
PFS
309
Prospera Financial Services
Texas
$918K +$918K +4,790 New
SC
310
Sepio Capital
Utah
$911K -$160K -835 -15%
FRAF
311
Första AP-fonden
Sweden
$901K -$211K -1,100 -19%
NSIM
312
North Star Investment Management
Illinois
$898K – – –
National Bank of Canada
313
National Bank of Canada
Quebec, Canada
$897K +$80.7K +410 +10%
FBT
314
First Bank & Trust
South Dakota
$892K +$353K +1,842 +65%
MLICM
315
Metropolitan Life Insurance Company (MetLife)
New York
$887K -$766K -3,997 -46%
CWM
316
CIBC World Markets
New York
$887K +$367K +1,915 +71%
SMDAM
317
Sumitomo Mitsui DS Asset Management
Japan
$882K +$4.03K +21 +0.5%
CWM
318
Cordatus Wealth Management
Pennsylvania
$879K +$879K +4,586 New
First Manhattan
319
First Manhattan
New York
$846K -$388K -2,025 -31%
NMERB
320
New Mexico Educational Retirement Board
New Mexico
$844K -$38.4K -200 -4%
CI
321
Cooper Investors
Australia
$835K +$296K +1,546 +55%
VCM
322
Virtue Capital Management
Tennessee
$833K -$12.1K -63 -1%
MYIA
323
Mount Yale Investment Advisors
Colorado
$831K +$31.5K +164 +4%
DSC
324
Duncker Streett & Co
Missouri
$830K -$28.4K -148 -3%
MFGM
325
Marshall Financial Group (Maryland)
Maryland
$830K +$2.49K +13 +0.3%
11 12
13
14 15