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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
Fisher Asset Management
Washington
$87.1M
3
PFM
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
351
Sandhill Capital Partners
New York
$672K – – –
DFC
352
DB Fitzpatrick & Co
Idaho
$656K -$288K -1,247 -31%
BBA
353
Baader Bank Aktiengesellschaft
Germany
$649K – – –
OTPPB
354
Ontario Teachers' Pension Plan Board
Ontario, Canada
$645K -$355K -1,536 -35%
HP
355
Hikari Power
Japan
$626K – – –
BCV
356
Banque Cantonale Vaudoise
Switzerland
$624K -$63.3K -274 -9%
KRSITF
357
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$620K -$4.85K -21 -0.8%
BC
358
Bridgefront Capital
Texas
$617K +$617K +2,670 New
SP
359
Symmetry Partners
Connecticut
$606K +$3.47K +15 +0.6%
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$606K +$110K +478 +22%
FA
361
FDx Advisors
Illinois
$596K – – –
LOAME
362
Lombard Odier Asset Management (Europe)
United Kingdom
$592K +$592K +2,562 New
MOS
363
MGO One Seven
Ohio
$586K +$9.01K +39 +2%
BTWM
364
Baker Tilly Wealth Management
Wisconsin
$574K -$21K -91 -4%
BA
365
Bellwether Advisors
Nebraska
$568K +$568K +2,459 New
VIA
366
Vident Investment Advisory
Georgia
$561K +$15.5K +67 +3%
JF
367
JSF Financial
California
$560K -$48.8K -211 -8%
BC
368
Burney Company
Virginia
$559K +$559K +2,420 New
AWM
369
Avior Wealth Management
Nebraska
$554K – – –
AIM
370
Achmea Investment Management
Netherlands
$552K – – –
NMIMC
371
Northwestern Mutual Investment Management Company
Wisconsin
$548K +$1.62K +7 +0.3%
CF
372
Cantor Fitzgerald
New York
$537K – – –
AWM
373
Apollon Wealth Management
South Carolina
$534K +$111K +480 +26%
BBVA
374
Banco Bilbao Vizcaya Argentaria
Spain
$532K +$96.8K +419 +22%
LA
375
LBP AM
France
$530K -$80.2K -347 -13%
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