613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
326
Gateway Investment Advisers
Ohio
$826K -$56K -269 -6%
TCA
327
Tortoise Capital Advisors
Kansas
$823K
TCM
328
Teza Capital Management
Illinois
$823K +$329K +1,583 +67%
EI
329
Ethic Inc
New York
$813K +$194K +933 +31%
NMERB
330
New Mexico Educational Retirement Board
New Mexico
$811K +$41.6K +200 +5%
SB
331
Simmons Bank
Arkansas
$811K -$72.6K -349 -8%
DILIC
332
Dai-ichi Life Insurance Company
Japan
$803K
MFGM
333
Marshall Financial Group (Maryland)
Maryland
$798K -$7.49K -36 -0.9%
O
334
Ossiam
France
$792K +$324K +1,558 +69%
TC
335
Toews Corporation
New Jersey
$790K +$790K +3,800 New
AS
336
Altshuler Shaham
Israel
$790K
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$769K +$190K +914 +33%
MYIA
338
Mount Yale Investment Advisors
Colorado
$766K -$2.08K -10 -0.3%
SPIA
339
Steward Partners Investment Advisory
New York
$759K -$259K -1,244 -25%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$759K +$329K +1,582 +77%
SC
341
Sepio Capital
Utah
$754K
API
342
Advisor Partners II
California
$751K +$20.2K +97 +3%
EAM
343
EdenTree Asset Management
United Kingdom
$748K
RHJA
344
Rice Hall James & Associates
California
$738K
VEA
345
Virtus ETF Advisers
New York
$731K -$9.78K -47 -1%
PAS
346
Park Avenue Securities
New York
$730K +$730K +3,509 New
UFF
347
USA Financial Formulas
Michigan
$725K
KeyBank National Association
348
KeyBank National Association
Ohio
$711K +$6.45K +31 +0.9%
FA
349
Fagan Associates
New York
$709K
William Blair & Company
350
William Blair & Company
Illinois
$707K -$55.1K -265 -7%