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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 %
YMRC
376
Yorktown Management & Research Company
Virginia
$422K – – –
WG
377
Welch Group
Alabama
$421K – – –
Stifel Financial
378
Stifel Financial
Missouri
$420K +$110K +572 +35%
Cetera Investment Advisers
379
Cetera Investment Advisers
Illinois
$417K -$3.07K -16 -0.7%
GT
380
Glenmede Trust
Pennsylvania
$417K +$28.1K +147 +7%
GCM
381
Graham Capital Management
Connecticut
$416K +$416K +2,171 New
TCM
382
Twin Capital Management
Pennsylvania
$408K +$408K +2,130 New
HP
383
Hikari Power
Japan
$399K +$399K +2,080 New
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$392K +$137K +715 +54%
WCM Investment Management
385
WCM Investment Management
California
$389K – – –
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$385K +$1.92K +10 +0.5%
TC
387
Toews Corporation
New Jersey
$383K +$383K +2,000 New
AWS
388
Atria Wealth Solutions
New York
$358K +$358K +1,867 New
CIS
389
Capital International Sarl
California
$357K -$2.14M -11,178 -86%
BBVA
390
Banco Bilbao Vizcaya Argentaria
Spain
$357K -$14.2K -73 -4%
VAS
391
Vestmark Advisory Solutions
Massachusetts
$353K +$34.5K +180 +11%
CA
392
Centerpoint Advisors
Massachusetts
$351K -$32.2K -168 -8%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$348K +$88.2K +460 +34%
AA
394
ALPS Advisors
Colorado
$347K +$347K +1,810 New
ARMT
395
Amica Retiree Medical Trust
Rhode Island
$341K -$203K -1,060 -37%
PP
396
Prudential plc
United Kingdom
$330K +$330K +1,723 New
AMCA
397
Arthur M. Cohen & Associates
Illinois
$326K – – –
Nomura Holdings
398
Nomura Holdings
Japan
$326K +$45.4K +236 +16%
MC
399
Machina Capital
France
$326K +$326K +1,700 New
ZCA
400
Zeke Capital Advisors
Pennsylvania
$325K +$65.2K +340 +25%
14 15
16
17 18