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IDEX
IEX

Overview Fund Activity

572 hedge funds and large institutions have $14.1B invested in IDEX in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-12
Holders Change %
-2.05%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
234
Reduced
183
Closed
60
Calls
$4.32M
Puts
$9.93M
Net Calls
-$5.61M
Net Calls Change
-$1.66M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$436M
2
CVA
2
Ceredex Value Advisors
Florida
$65.6M
3
CIP
3
Champlain Investment Partners
Vermont
$215M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$208M
5
Citadel Advisors
5
Citadel Advisors
Florida
$50.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$81.7M
2
Invesco
2
Invesco
Georgia
$270M
3
Victory Capital Management
3
Victory Capital Management
Texas
$25.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$673M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
351
Advisor Partners
California
$576K +$39.5K +206 +7%
EAM
352
EULAV Asset Management
Florida
$575K -$2.68K -14 -0.5%
SCP
353
Sandhill Capital Partners
New York
$557K – – –
EOJOAM
354
E. Ohman J:or Asset Management
Sweden
$556K -$192K -1,000 -26%
MM
355
MQS Management
New York
$556K +$556K +2,902 New
ECM
356
Everence Capital Management
Indiana
$545K – – –
GIA
357
Gateway Investment Advisers
Ohio
$539K +$217K +1,133 +68%
FPF
358
First Pacific Financial
Washington
$533K +$20.5K +107 +4%
BMM
359
Buffington Mohr McNeal
Idaho
$525K +$11.9K +62 +2%
MOS
360
MGO One Seven
Ohio
$514K -$36.8K -192 -7%
VFA
361
Voya Financial Advisors
Connecticut
$512K +$17.4K +89 +4%
S
362
Seeyond
France
$511K -$15.3K -80 -3%
William Blair & Company
363
William Blair & Company
Illinois
$505K -$57.9K -302 -10%
EI
364
Ethic Inc
New York
$502K +$155K +806 +45%
SP
365
Symmetry Partners
Connecticut
$500K – – –
TAM
366
Tocqueville Asset Management
New York
$479K – – –
PAG
367
Private Advisor Group
New Jersey
$479K +$5.18K +27 +1%
BTWM
368
Baker Tilly Wealth Management
Wisconsin
$469K -$48.1K -251 -9%
OTL
369
Oak Thistle LLC
New York
$468K +$304K +1,584 +185%
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$463K +$9.01K +47 +2%
AWM
371
Avior Wealth Management
Nebraska
$450K -$82K -428 -15%
PF
372
Phoenix Financial
Israel
$446K -$43.2K -224 -9%
BMO
373
Beck Mack & Oliver
New York
$431K -$5.56K -29 -1%
PHS
374
Pekin Hardy Strauss
Illinois
$431K – – –
KRSITF
375
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$430K +$46.9K +245 +12%
13 14
15
16 17