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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 %
BMSSC
326
B. Metzler seel. Sohn & Co
Germany
$658K +$218K +1,090 +49%
ACM
327
AlphaCrest Capital Management
New York
$658K +$254K +1,273 +63%
SWM
328
Segment Wealth Management
Texas
$644K – – –
SB
329
Simmons Bank
Arkansas
$637K +$9.99K +50 +2%
GIA
330
Gateway Investment Advisers
Ohio
$610K +$61.2K +306 +11%
API
331
Advisor Partners II
California
$608K +$608K +3,042 New
BCV
332
Banque Cantonale Vaudoise
Switzerland
$597K +$1.8K +9 +0.3%
KeyBank National Association
333
KeyBank National Association
Ohio
$593K -$13.2K -66 -2%
FPF
334
First Pacific Financial
Washington
$592K +$26.2K +131 +5%
Federated Hermes
335
Federated Hermes
Pennsylvania
$590K +$456K +2,281 +339%
SCP
336
Sandhill Capital Partners
New York
$581K – – –
FA
337
FDx Advisors
Illinois
$574K -$140K -700 -20%
QC
338
Quadrature Capital
United Kingdom
$569K -$3.55M -17,725 -86%
PCM
339
Prelude Capital Management
New York
$569K +$569K +2,849 New
ECM
340
Everence Capital Management
Indiana
$568K – – –
OTPPB
341
Ontario Teachers' Pension Plan Board
Ontario, Canada
$560K -$50.4K -252 -8%
NMIMC
342
Northwestern Mutual Investment Management Company
Wisconsin
$560K -$46.8K -234 -8%
BMM
343
Buffington Mohr McNeal
Idaho
$547K – – –
PI
344
PEAK6 Investments
Illinois
$544K +$246K +1,230 +82%
HP
345
Hikari Power
Japan
$542K – – –
KRSITF
346
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$541K +$21.6K +108 +4%
HSA
347
HBK Sorce Advisory
Pennsylvania
$536K +$224K +1,121 +72%
GAM
348
Guinness Asset Management
United Kingdom
$526K – – –
Rafferty Asset Management
349
Rafferty Asset Management
New York
$524K +$524K +2,623 New
William Blair & Company
350
William Blair & Company
Illinois
$523K +$4.8K +24 +0.9%
12 13
14
15 16