IDEX
610 hedge funds and large institutions have $15.9B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 207 increasing their positions, 227 reducing their positions, and 85 closing their positions.
7% more capital invested
Capital invested by funds: $14.8B → $15.9B (+$1.04B)
0.46% more ownership
Funds ownership: 97.5% → 97.96% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
9% less call options, than puts
Call options by funds: $6.49M | Put options by funds: $7.1M
9% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 227
3% less funds holding
Funds holding: 628 → 610 (-18)
18% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$297M |
| 2 |
VanEck Associates
New York
|
+$206M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$64.2M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$55.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$456M |
| 2 |
JP Morgan Chase
New York
|
-$101M |
| 3 |
Man Group
London,
United Kingdom
|
-$45.6M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$43M |
| 5 |
D.E. Shaw & Co
New York
|
-$36.3M |
IEX Hedge Fund Activity: Q3 2024 in Review
610 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2024, worth a combined $15.9B — up 7% from $14.8B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of IEX and 70 opened new positions — a net loss of 15 holders — while 227 trimmed existing stakes and 207 added.
The largest buyer was Wellington Management Group, adding an estimated $297M. The largest seller was T. Rowe Price Associates, cutting an estimated $456M.
- 610 institutional investors held IDEX (IEX) as of Q3 2024, down from 628 in Q2 2024.
- Funds reported $15.9B of IDEX stock for Q3 2024, up 7% quarter-over-quarter.
- 70 funds opened new IDEX positions in Q3 2024 and 85 closed out, a net change of -15 holders.
- The largest IDEX buyer in Q3 2024 was Wellington Management Group, an estimated $297M added.
- The largest IDEX seller in Q3 2024 was T. Rowe Price Associates, an estimated $456M sold.
Based on aggregated 13F filings for Q3 2024.