618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
326
Welch Group
Alabama
$773K
MML Investors Services
327
MML Investors Services
Massachusetts
$772K +$65.3K +312 +9%
BMSSC
328
B. Metzler seel. Sohn & Co
Germany
$770K -$465K -2,220 -38%
Envestnet Portfolio Solutions
329
Envestnet Portfolio Solutions
Illinois
$766K +$25.3K +121 +3%
NMERB
330
New Mexico Educational Retirement Board
New Mexico
$753K -$20.9K -100 -3%
William Blair & Company
331
William Blair & Company
Illinois
$746K +$48.6K +232 +7%
CB
332
Commerce Bank
Missouri
$744K +$20.7K +99 +3%
SSWM
333
Sheets Smith Wealth Management
North Carolina
$743K
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$742K -$491K -2,345 -40%
OAM
335
Ostrum Asset Management
France
$734K +$131K +627 +22%
EOJOAM
336
E. Ohman J:or Asset Management
Sweden
$733K
Wealthfront Advisers
337
Wealthfront Advisers
California
$728K -$1.47K -7 -0.2%
ACM
338
Aster Capital Management
United Arab Emirates
$710K +$710K +3,394 New
FA
339
Fagan Associates
New York
$705K
RHJA
340
Rice Hall James & Associates
California
$701K -$2.72K -13 -0.4%
DSC
341
Duncker Streett & Co
Missouri
$691K
SWM
342
Segment Wealth Management
Texas
$674K
OAC
343
OMERS Administration Corp
Ontario, Canada
$660K +$111K +532 +20%
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$655K +$26.6K +127 +4%
NB
345
Norinchukin Bank
Japan
$637K +$23.4K +112 +4%
CFB
346
Cullen/Frost Bankers
Texas
$634K +$58.4K +279 +10%
SCP
347
Sandhill Capital Partners
New York
$608K
SA
348
Sanctuary Advisors
Indiana
$607K +$7.84K +35 +1%
QC
349
Quadrature Capital
United Kingdom
$606K +$606K +2,896 New
CGH
350
Crossmark Global Holdings
Texas
$587K -$614K -2,929 -51%