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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
326
Diametric Capital
Massachusetts
$928K -$797K -3,491 -46%
SB
327
Simmons Bank
Arkansas
$923K +$195K +855 +27%
SC
328
Sepio Capital
Utah
$922K -$31.1K -136 -3%
DSC
329
Duncker Streett & Co
Missouri
$920K +$228 +1 +0%
MPI
330
Mairs & Power Inc
Minnesota
$913K – – –
SPIA
331
Steward Partners Investment Advisory
New York
$912K +$858K +3,759 +1,586%
Creative Planning
332
Creative Planning
Kansas
$902K +$115K +505 +15%
BG
333
Bahl & Gaynor
Ohio
$900K -$263K -1,150 -23%
BMSSC
334
B. Metzler seel. Sohn & Co
Germany
$895K +$142K +624 +19%
DILIC
335
Dai-ichi Life Insurance Company
Japan
$881K +$881K +3,859 New
First Manhattan
336
First Manhattan
New York
$870K -$1.6K -7 -0.2%
VEA
337
Virtus ETF Advisers
New York
$864K +$864K +3,786 New
MYLI
338
Meiji Yasuda Life Insurance
Japan
$852K -$79.9K -350 -9%
API
339
Advisor Partners II
California
$851K +$156K +684 +22%
MGP
340
Metis Global Partners
California
$848K +$430K +1,883 +103%
D.E. Shaw & Co
341
D.E. Shaw & Co
New York
$839K -$452K -1,981 -35%
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$822K -$68.5K -300 -8%
ONB
343
Old National Bancorp
Indiana
$814K -$85.8K -376 -10%
Federated Hermes
344
Federated Hermes
Pennsylvania
$798K +$123K +540 +18%
FA
345
Fagan Associates
New York
$783K -$11.4K -50 -1%
TC
346
Toews Corporation
New Jersey
$776K -$525K -2,300 -40%
EOJOAM
347
E. Ohman J:or Asset Management
Sweden
$776K – – –
N
348
Natixis
France
$759K -$337K -1,477 -31%
SWM
349
Segment Wealth Management
Texas
$735K – – –
O
350
Ossiam
France
$726K -$209K -914 -22%
12 13
14
15 16