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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$133M
2
CIP
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
Goldman Sachs
New York
$64.1M
5
Brown Advisory
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
351
Virtu Financial
New York
$712K +$712K +3,118 New
GIA
352
Gateway Investment Advisers
Ohio
$712K +$15.3K +67 +2%
Assenagon Asset Management
353
Assenagon Asset Management
Luxembourg
$686K -$2.65M -11,633 -79%
FPF
354
First Pacific Financial
Washington
$686K +$9.59K +42 +1%
BCV
355
Banque Cantonale Vaudoise
Switzerland
$679K -$2.28K -10 -0.3%
SCP
356
Sandhill Capital Partners
New York
$664K – – –
KeyBank National Association
357
KeyBank National Association
Ohio
$660K -$17.6K -77 -3%
BBA
358
Baader Bank Aktiengesellschaft
Germany
$642K +$642K +2,810 New
BMM
359
Buffington Mohr McNeal
Idaho
$625K – – –
HP
360
Hikari Power
Japan
$619K – – –
KRSITF
361
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$618K – – –
HI
362
Horizon Investments
North Carolina
$611K +$85.9K +377 +16%
LA
363
LBP AM
France
$603K +$603K +2,642 New
JF
364
JSF Financial
California
$602K +$602K +2,635 New
PCM
365
Prelude Capital Management
New York
$601K -$50K -219 -8%
GT
366
Glenmede Trust
Pennsylvania
$601K +$11.4K +50 +2%
William Blair & Company
367
William Blair & Company
Illinois
$600K +$2.28K +10 +0.4%
FA
368
FDx Advisors
Illinois
$596K -$59.8K -262 -9%
SP
369
Symmetry Partners
Connecticut
$595K – – –
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$589K +$33.8K +148 +6%
BTWM
371
Baker Tilly Wealth Management
Wisconsin
$588K +$63.7K +279 +12%
DP
372
Dearborn Partners
Illinois
$578K +$349K +1,530 +153%
MOS
373
MGO One Seven
Ohio
$570K +$13.9K +61 +3%
S
374
Seeyond
France
$564K -$1.6K -7 -0.3%
VFA
375
Voya Financial Advisors
Connecticut
$553K -$22.1K -96 -4%
13 14
15
16 17