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

Top Sellers

1
Millennium Management
Millennium Management
New York
$26.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$592M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$383M
4
Brown Advisory
Brown Advisory
Maryland
$400M
5
CVA
Ceredex Value Advisors
Florida
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADMI
301
Albert D. Mason Inc
Massachusetts
$905K – – –
Wealthfront Advisers
302
Wealthfront Advisers
California
$889K -$19.2K -96 -2%
MLICM
303
Metropolitan Life Insurance Company (MetLife)
New York
$885K -$16.8K -84 -2%
RJFSA
304
Raymond James Financial Services Advisors
Florida
$877K +$143K +718 +20%
KC
305
Kenfarb & Co
Kentucky
$858K – – –
EI
306
Ethic Inc
New York
$853K +$322K +1,611 +61%
American Century Companies
307
American Century Companies
Missouri
$842K +$62.9K +315 +8%
SC
308
Sepio Capital
Utah
$835K -$86.2K -431 -9%
MYIA
309
Mount Yale Investment Advisors
Colorado
$833K -$10.4K -52 -1%
TCA
310
Tortoise Capital Advisors
Kansas
$823K +$153K +765 +23%
O
311
Ossiam
France
$818K +$817K +4,088 +68,133%
FC
312
FORA Capital
Florida
$816K +$253K +1,264 +45%
MYLI
313
Meiji Yasuda Life Insurance
Japan
$816K +$452K +2,262 +124%
DSC
314
Duncker Streett & Co
Missouri
$805K -$60K -300 -7%
MPI
315
Mairs & Power Inc
Minnesota
$799K +$799K +4,000 New
Voloridge Investment Management
316
Voloridge Investment Management
Florida
$795K +$795K +3,978 New
ONB
317
Old National Bancorp
Indiana
$788K -$422K -2,114 -35%
NMERB
318
New Mexico Educational Retirement Board
New Mexico
$779K -$59.9K -300 -7%
CFB
319
Cullen/Frost Bankers
Texas
$777K +$5K +25 +0.6%
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$766K +$89.5K +448 +13%
First Manhattan
321
First Manhattan
New York
$762K – – –
TRCT
322
Tower Research Capital (TRC)
New York
$715K -$1.56M -7,786 -69%
FA
323
Fagan Associates
New York
$695K – – –
Creative Planning
324
Creative Planning
Kansas
$689K +$117K +585 +20%
EOJOAM
325
E. Ohman J:or Asset Management
Sweden
$679K +$99.9K +500 +17%
11 12
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