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IDEX
IEX

Overview Fund Activity

561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M
5
Millennium Management
5
Millennium Management
New York
$99.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$170M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$2.62M
3
Ameriprise
3
Ameriprise
Minnesota
$26.3M
4
Capital World Investors
4
Capital World Investors
California
$36.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
326
Advisor Partners
California
$582K +$36.7K +202 +7%
SB
327
Simmons Bank
Arkansas
$570K -$4.18K -23 -0.7%
KC
328
Kepos Capital
New York
$563K -$77.1K -424 -12%
OTPPB
329
Ontario Teachers' Pension Plan Board
Ontario, Canada
$554K -$31.4K -173 -5%
NMIMC
330
Northwestern Mutual Investment Management Company
Wisconsin
$552K +$2.18K +12 +0.4%
KeyBank National Association
331
KeyBank National Association
Ohio
$551K -$3.09K -17 -0.6%
AIM
332
Aigen Investment Management
New York
$543K +$543K +2,991 New
BCV
333
Banque Cantonale Vaudoise
Switzerland
$540K +$234K +1,289 +76%
MOS
334
MGO One Seven
Ohio
$535K +$47.4K +261 +10%
SCP
335
Sandhill Capital Partners
New York
$528K – – –
EOJOAM
336
E. Ohman J:or Asset Management
Sweden
$527K – – –
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$525K +$154K +850 +42%
Creative Planning
338
Creative Planning
Kansas
$520K -$32.2K -177 -6%
GCP
339
GSA Capital Partners
United Kingdom
$517K +$517K +2,847 New
ECM
340
Everence Capital Management
Indiana
$516K – – –
FPF
341
First Pacific Financial
Washington
$514K +$9.26K +51 +2%
FC
342
FORA Capital
Florida
$512K -$789K -4,343 -61%
GIA
343
Gateway Investment Advisers
Ohio
$498K -$11.8K -65 -2%
BMM
344
Buffington Mohr McNeal
Idaho
$497K – – –
HP
345
Hikari Power
Japan
$492K +$114K +630 +30%
Stifel Financial
346
Stifel Financial
Missouri
$485K +$87.1K +479 +22%
EI
347
Ethic Inc
New York
$482K +$7.26K +40 +2%
PAG
348
Private Advisor Group
New Jersey
$481K +$28.1K +155 +6%
GAM
349
Guinness Asset Management
United Kingdom
$478K -$77.5K -427 -14%
S
350
Seeyond
France
$475K -$9.62K -53 -2%
12 13
14
15 16