613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
AS
326
Altshuler Shaham
Israel
$824K
BMSSC
327
B. Metzler seel. Sohn & Co
Germany
$823K -$974K -4,485 -54%
Commonwealth Equity Services
328
Commonwealth Equity Services
Massachusetts
$822K -$109K -504 -12%
CAM
329
Cresset Asset Management
Illinois
$800K -$97.7K -450 -11%
BAMF
330
BI Asset Management Fondsmaeglerselskab
Denmark
$794K +$281K +1,294 +55%
SYBT
331
Stock Yards Bank & Trust
Kentucky
$786K +$431K +1,987 +122%
GT
332
Glenmede Trust
Pennsylvania
$778K +$150K +692 +24%
TCA
333
Tortoise Capital Advisors
Kansas
$772K -$87.3K -402 -10%
RHJA
334
Rice Hall James & Associates
California
$770K
Wealth Enhancement Advisory Services
335
Wealth Enhancement Advisory Services
Minnesota
$766K +$239K +1,099 +45%
SC
336
Sepio Capital
Utah
$761K -$25.2K -116 -3%
Teacher Retirement System of Texas
337
Teacher Retirement System of Texas
Texas
$754K -$517K -2,381 -41%
SB
338
Simmons Bank
Arkansas
$754K -$92.3K -425 -11%
CAM
339
Congress Asset Management
Massachusetts
$742K -$117M -539,682 -99%
FA
340
Fagan Associates
New York
$735K -$5.43K -25 -0.7%
CAN
341
Cetera Advisor Networks
California
$721K -$506K -2,329 -41%
SWM
342
Segment Wealth Management
Texas
$699K
IIM
343
INTECH Investment Management
Florida
$671K -$1.13M -5,215 -63%
MLICM
344
Metropolitan Life Insurance Company (MetLife)
New York
$668K -$10.9K -50 -2%
AIM
345
Aigen Investment Management
New York
$659K +$659K +3,035 New
William Blair & Company
346
William Blair & Company
Illinois
$634K -$104K -480 -14%
SCP
347
Sandhill Capital Partners
New York
$631K
EOJOAM
348
E. Ohman J:or Asset Management
Sweden
$630K -$109K -500 -15%
LNWWM
349
Laird Norton Wetherby Wealth Management
California
$625K +$111K +509 +21%
OAM
350
Ostrum Asset Management
France
$624K -$70.8K -326 -10%