584 hedge funds and large institutions have $17.5B invested in IDEX in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+45
Holders Change %
+8.35%
% of All Funds
9.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
84
Increased
219
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
326
Guinness Asset Management
United Kingdom
$723K +$194K +821 +37%
KeyBank National Association
327
KeyBank National Association
Ohio
$713K +$1.65K +7 +0.2%
EAM
328
EULAV Asset Management
Florida
$712K
SM
329
Sciencast Management
New Jersey
$705K +$705K +3,011 New
Creative Planning
330
Creative Planning
Kansas
$704K +$7.56K +32 +1%
OPPTF
331
OPSEU Pension Plan Trust Fund
Ontario, Canada
$699K +$49.2K +211 +8%
William Blair & Company
332
William Blair & Company
Illinois
$693K +$97.8K +414 +16%
SCP
333
Sandhill Capital Partners
New York
$687K -$1M -4,250 -59%
MOS
334
MGO One Seven
Ohio
$679K +$3.07K +13 +0.5%
ECM
335
Everence Capital Management
Indiana
$671K
ARMT
336
Amica Retiree Medical Trust
Rhode Island
$671K
BTIM
337
BancFirst Trust & Investment Management
Oklahoma
$669K +$669K +2,830 New
FBT
338
First Bank & Trust
South Dakota
$665K -$83.2K -352 -11%
CI
339
Cooper Investors
Australia
$664K -$22.9M -97,067 -97%
AP
340
Advisor Partners
California
$661K +$88.6K +375 +15%
AWM
341
Avior Wealth Management
Nebraska
$656K
FA
342
FDx Advisors
Illinois
$650K -$49.9K -211 -7%
S
343
Seeyond
France
$649K
VPIM
344
Vanguard Personalized Indexing Management
California
$647K +$211K +891 +48%
CWM
345
CIBC World Markets
New York
$640K -$372K -1,574 -37%
BTWM
346
Baker Tilly Wealth Management
Wisconsin
$637K +$145K +616 +30%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$636K -$57.4K -243 -8%
XT
348
XTX Topco
Cayman Islands
$634K +$634K +2,684 New
BMM
349
Buffington Mohr McNeal
Idaho
$632K
FPF
350
First Pacific Financial
Washington
$631K +$4.49K +19 +0.7%