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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 %
AWM
376
Avior Wealth Management
Nebraska
$547K – – –
Citadel Advisors
377
Citadel Advisors
Florida
$547K -$4.87M -21,312 -90%
GAM
378
Guinness Asset Management
United Kingdom
$543K -$58.5K -256 -10%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$540K -$100K -439 -16%
VIA
380
Vident Investment Advisory
Georgia
$539K -$3.95M -17,314 -88%
CF
381
Cantor Fitzgerald
New York
$531K +$531K +2,325 New
PAS
382
Park Avenue Securities
New York
$530K +$109K +475 +26%
CANY
383
Caxton Associates (New York)
New York
$519K +$519K +2,272 New
BMO
384
Beck Mack & Oliver
New York
$514K – – –
PHS
385
Pekin Hardy Strauss
Illinois
$514K – – –
AIM
386
Achmea Investment Management
Netherlands
$511K +$460K +2,152 +912%
DI
387
DFPG Investments
Utah
$498K +$498K +2,113 New
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$490K +$53.2K +233 +12%
EI
389
Ellevest Inc
New York
$486K +$224K +982 +86%
TCM
390
Twin Capital Management
Pennsylvania
$480K – – –
KC
391
Kepos Capital
New York
$473K -$110K -483 -19%
WG
392
Welch Group
Alabama
$457K -$44.8K -196 -9%
SIM
393
Studio Investment Management
Illinois
$457K +$14.2K +62 +3%
FL
394
Fort LP
Maryland
$456K -$140K -613 -23%
KAS
395
Kestra Advisory Services
Texas
$441K +$441K +1,931 New
HBT
396
Heartland Bank & Trust
Illinois
$439K +$439K +1,921 New
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$437K +$36.3K +159 +9%
BBVA
398
Banco Bilbao Vizcaya Argentaria
Spain
$430K +$18.7K +82 +5%
EF
399
Empirical Finance
Pennsylvania
$424K +$35.8K +157 +9%
RFA
400
Resurgent Financial Advisors
Georgia
$420K +$420K +1,839 New
14 15
16
17 18