617 hedge funds and large institutions have $17.8B invested in IDEX in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 226 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
8.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
221
Reduced
226
Closed
43
Calls
$2.76M
Puts
$1.73M
Net Calls
+$1.03M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
351
LECAP Asset Management
United Kingdom
$704K +$704K +2,885 New
SSWM
352
Sheets Smith Wealth Management
North Carolina
$700K +$700K +2,870 New
FPF
353
First Pacific Financial
Washington
$696K +$9.03K +37 +1%
AS
354
Altshuler Shaham
Israel
$694K -$232K -950 -25%
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$694K -$8.79K -36 -1%
Commonwealth Equity Services
356
Commonwealth Equity Services
Massachusetts
$693K -$230K -944 -25%
PHK
357
Point72 Hong Kong
Hong Kong
$681K +$681K +2,792 New
CL
358
Choreo LLC
Illinois
$672K +$191K +784 +40%
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$672K +$168K +689 +33%
CPBTD
360
Central Pacific Bank - Trust Division
Hawaii
$669K +$669K +2,778 New
BG
361
Bahl & Gaynor
Ohio
$668K -$27.1K -111 -4%
APG Asset Management
362
APG Asset Management
Netherlands
$664K
HP
363
Hikari Power
Japan
$661K
WG
364
Welch Group
Alabama
$659K
First Manhattan
365
First Manhattan
New York
$647K
MC
366
Machina Capital
France
$638K +$74.4K +305 +13%
EF
367
Empirical Finance
Pennsylvania
$633K +$22.2K +91 +4%
WCA
368
Waratah Capital Advisors
Ontario, Canada
$625K +$625K +2,563 New
QCM
369
Quantinno Capital Management
New York
$615K -$23.7K -97 -4%
NB
370
Norinchukin Bank
Japan
$611K -$7.57K -31 -1%
KRSITF
371
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$609K -$48.3K -198 -7%
AWM
372
Avior Wealth Management
Nebraska
$598K +$30.3K +124 +5%
OTL
373
Oak Thistle LLC
New York
$597K -$606K -2,485 -50%
SP
374
Symmetry Partners
Connecticut
$590K
PAG
375
Private Advisor Group
New Jersey
$589K -$732 -3 -0.1%