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IDEX
IEX

Overview Fund Activity

561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M
5
Millennium Management
5
Millennium Management
New York
$99.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$170M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$2.62M
3
Ameriprise
3
Ameriprise
Minnesota
$26.3M
4
Capital World Investors
4
Capital World Investors
California
$36.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
351
Symmetry Partners
Connecticut
$474K – – –
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$472K +$64.2K +353 +16%
William Blair & Company
353
William Blair & Company
Illinois
$471K -$7.08K -39 -1%
ARMT
354
Amica Retiree Medical Trust
Rhode Island
$470K +$147K +807 +45%
VFA
355
Voya Financial Advisors
Connecticut
$466K -$9.24K -51 -2%
GT
356
Glenmede Trust
Pennsylvania
$466K +$70.3K +387 +18%
TAM
357
Tocqueville Asset Management
New York
$454K – – –
JG
358
Jefferies Group
New York
$439K +$439K +2,418 New
Cetera Investment Advisers
359
Cetera Investment Advisers
Illinois
$427K +$32K +176 +8%
LNWWM
360
Laird Norton Wetherby Wealth Management
California
$426K -$12.5K -69 -3%
AWM
361
Avior Wealth Management
Nebraska
$426K – – –
BTWM
362
Baker Tilly Wealth Management
Wisconsin
$423K -$21.1K -116 -5%
IG
363
ING Group
Netherlands
$418K -$1.77M -9,760 -81%
BMO
364
Beck Mack & Oliver
New York
$409K – – –
PHS
365
Pekin Hardy Strauss
Illinois
$409K – – –
XT
366
XTX Topco
Cayman Islands
$408K +$408K +2,244 New
BMSSC
367
B. Metzler seel. Sohn & Co
Germany
$400K -$198K -1,090 -33%
YMRC
368
Yorktown Management & Research Company
Virginia
$400K – – –
WG
369
Welch Group
Alabama
$399K – – –
EGM
370
Engineers Gate Manager
New York
$396K -$1.14M -6,278 -74%
TCM
371
Twin Capital Management
Pennsylvania
$387K – – –
PF
372
Phoenix Financial
Israel
$383K -$31.3K -175 -8%
WCM Investment Management
373
WCM Investment Management
California
$369K +$1.27K +7 +0.3%
ACM
374
AlphaCrest Capital Management
New York
$367K -$1.03M -5,647 -74%
FRM
375
Fox Run Management
Connecticut
$363K +$363K +2,000 New
13 14
15
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