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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 %
SIM
376
Studio Investment Management
Illinois
$354K +$354K +1,947 New
QT
377
Quantamental Technologies
New York
$335K +$335K +1,844 New
BBVA
378
Banco Bilbao Vizcaya Argentaria
Spain
$334K +$1.81K +10 +0.5%
OPPTF
379
OPSEU Pension Plan Trust Fund
Ontario, Canada
$333K -$227K -1,268 -41%
AWS
380
Atria Wealth Solutions
New York
$333K -$6.36K -35 -2%
MYLI
381
Meiji Yasuda Life Insurance
Japan
$331K +$331K +1,820 New
AA
382
ALPS Advisors
Colorado
$325K -$3.45K -19 -1%
VI
383
Vestcor Inc
New Brunswick, Canada
$322K +$103K +568 +47%
PI
384
PEAK6 Investments
Illinois
$321K +$321K +1,491 New
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$319K +$74.5K +410 +31%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
386
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$317K -$683K -3,768 -68%
BL
387
Balentine LLC
Georgia
$312K +$16K +88 +5%
AMCA
388
Arthur M. Cohen & Associates
Illinois
$309K – – –
ZCA
389
Zeke Capital Advisors
Pennsylvania
$308K – – –
PAS
390
Park Avenue Securities
New York
$308K +$15.1K +83 +5%
PP
391
Prudential plc
United Kingdom
$307K -$5.44K -30 -2%
YWP
392
YorkBridge Wealth Partners
New York
$307K +$17.1K +94 +6%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$305K -$24.3K -134 -7%
SYBT
394
Stock Yards Bank & Trust
Kentucky
$304K +$72.7K +400 +31%
PTC
395
Petrus Trust Company
Texas
$303K +$303K +1,667 New
CCA
396
Checchi Capital Advisers
California
$298K -$3.55K -17 -1%
ECM
397
Estabrook Capital Management
New York
$291K – – –
HWAM
398
Hennion & Walsh Asset Management
New Jersey
$287K +$81.7K +449 +40%
MYAM
399
Meiji Yasuda Asset Management
Japan
$286K +$286K +1,575 New
HSA
400
HBK Sorce Advisory
Pennsylvania
$283K +$54.8K +302 +24%
14 15
16
17 18