613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
376
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$532K -$446K -2,142 -46%
SP
377
Symmetry Partners
Connecticut
$520K -$42.8K -206 -8%
VA
378
Vident Advisory
Georgia
$518K +$518K +2,489 New
PFO
379
Pathstone Family Office
New Jersey
$517K +$222K +1,069 +76%
EF
380
Empirical Finance
Pennsylvania
$515K +$52.8K +254 +11%
SC
381
Sonen Capital
California
$511K +$149K +716 +41%
Wealth Enhancement Advisory Services
382
Wealth Enhancement Advisory Services
Minnesota
$506K +$33.9K +163 +7%
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$499K -$20.6K -99 -4%
OQS
384
Occudo Quantitative Strategies
Florida
$499K -$1.54M -7,420 -76%
SW
385
SVB Wealth
Massachusetts
$496K -$50.3K -242 -9%
NMIMC
386
Northwestern Mutual Investment Management Company
Wisconsin
$496K +$416 +2 +0.1%
LNWWM
387
Laird Norton Wetherby Wealth Management
California
$493K -$74.1K -356 -13%
BAMF
388
BI Asset Management Fondsmaeglerselskab
Denmark
$492K -$8.47M -40,690 -95%
GAM
389
Guinness Asset Management
United Kingdom
$491K +$13.5K +65 +3%
MOS
390
MGO One Seven
Ohio
$484K -$7.28K -35 -1%
BC
391
Burney Company
Virginia
$478K -$17.7K -85 -4%
PAG
392
Private Advisor Group
New Jersey
$473K +$218K +1,050 +86%
PWG
393
Portside Wealth Group
Utah
$471K -$832 -4 -0.2%
BSC
394
Brown Shipley & Co
United Kingdom
$471K +$39.9K +192 +9%
BMO
395
Beck Mack & Oliver
New York
$468K
PHS
396
Pekin Hardy Strauss
Illinois
$468K
AWM
397
Avior Wealth Management
Nebraska
$460K +$10.2K +49 +2%
AIM
398
Achmea Investment Management
Netherlands
$448K -$49.1K -236 -10%
OTL
399
Oak Thistle LLC
New York
$439K +$439K +2,108 New
HSA
400
HBK Sorce Advisory
Pennsylvania
$437K -$15K -72 -3%