634 hedge funds and large institutions have $15.7B invested in IDEX in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 237 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
80
Increased
212
Reduced
237
Closed
52
Calls
$474K
Puts
$2.91M
Net Calls
-$2.43M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
326
North Star Investment Management
Illinois
$1.01M
HW
327
Hancock Whitney
Mississippi
$1M -$44.5K -207 -4%
TI
328
Tidal Investments
Wisconsin
$978K +$47.4K +220 +5%
ADMI
329
Albert D. Mason Inc
Massachusetts
$972K
BMM
330
Buffington Mohr McNeal
Idaho
$955K
EP
331
Edgestream Partners
New Jersey
$948K +$163K +756 +21%
SB
332
Simmons Bank
Arkansas
$914K +$29.9K +139 +3%
GIA
333
Gateway Investment Advisers
Ohio
$913K -$11K -51 -1%
Commonwealth Equity Services
334
Commonwealth Equity Services
Massachusetts
$912K -$431 -2 -0%
QT
335
Quantamental Technologies
New York
$906K +$906K +4,211 New
PP
336
Prudential plc
United Kingdom
$900K -$8.4K -39 -0.9%
BC
337
Bridgefront Capital
Texas
$898K +$323K +1,501 +56%
Creative Planning
338
Creative Planning
Kansas
$897K -$33.2K -154 -4%
Wealthfront Advisers
339
Wealthfront Advisers
California
$889K -$22.6K -105 -2%
KC
340
Kenfarb & Co
Kentucky
$878K -$7.75K -36 -0.9%
MC
341
Machina Capital
France
$870K +$870K +4,041 New
DSC
342
Duncker Streett & Co
Missouri
$867K +$215 +1 +0%
MPI
343
Mairs & Power Inc
Minnesota
$861K
TCA
344
Tortoise Capital Advisors
Kansas
$852K -$22.6K -105 -3%
MFGM
345
Marshall Financial Group (Maryland)
Maryland
$833K +$8.61K +40 +1%
Bank Julius Baer & Co
346
Bank Julius Baer & Co
Switzerland
$831K -$254K -1,180 -23%
DILIC
347
Dai-ichi Life Insurance Company
Japan
$831K
AS
348
Altshuler Shaham
Israel
$817K -$73K -339 -8%
GT
349
Glenmede Trust
Pennsylvania
$813K
CAM
350
Cresset Asset Management
Illinois
$804K +$804K +3,733 New