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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
Fisher Asset Management
Washington
$87.1M
3
PFM
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
326
Mount Yale Investment Advisors
Colorado
$888K -$54.3K -235 -6%
MFGM
327
Marshall Financial Group (Maryland)
Maryland
$885K -$247K -1,070 -22%
CWM
328
CIBC World Markets
New York
$881K -$1.17M -5,053 -57%
SC
329
Sepio Capital
Utah
$859K -$74.2K -321 -8%
API
330
Advisor Partners II
California
$856K -$4.39K -19 -0.5%
EP
331
Edgestream Partners
New Jersey
$843K +$843K +3,650 New
GT
332
Glenmede Trust
Pennsylvania
$813K +$206K +890 +34%
NMERB
333
New Mexico Educational Retirement Board
New Mexico
$809K -$23.1K -100 -3%
DFCM
334
Dark Forest Capital Management
Puerto Rico
$791K +$791K +3,425 New
FA
335
Fagan Associates
New York
$788K -$4.62K -20 -0.6%
CFB
336
Cullen/Frost Bankers
Texas
$787K -$232K -1,005 -23%
EOJOAM
337
E. Ohman J:or Asset Management
Sweden
$786K – – –
MLICM
338
Metropolitan Life Insurance Company (MetLife)
New York
$779K -$205K -888 -21%
KeyBank National Association
339
KeyBank National Association
Ohio
$775K +$107K +461 +16%
ONB
340
Old National Bancorp
Indiana
$771K -$53.1K -230 -6%
MSCM
341
McElhenny Sheffield Capital Management
Texas
$760K +$755K +3,268 +14,855%
BG
342
Bahl & Gaynor
Ohio
$758K -$152K -659 -17%
Connor, Clark & Lunn Investment Management (CC&L)
343
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$758K -$1.56M -6,741 -67%
SWM
344
Segment Wealth Management
Texas
$744K – – –
William Blair & Company
345
William Blair & Company
Illinois
$731K +$124K +538 +20%
OAM
346
Ostrum Asset Management
France
$686K +$686K +2,969 New
UH
347
Unigestion Holding
Switzerland
$676K +$676K +2,979 New
FPF
348
First Pacific Financial
Washington
$676K -$18K -78 -3%
DC
349
Diametric Capital
Massachusetts
$674K -$265K -1,146 -28%
APG Asset Management
350
APG Asset Management
Netherlands
$672K -$999K -4,699 -60%
12 13
14
15 16