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
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
401
Two Sigma Securities
New York
$279K +$279K +1,534 New
MGP
402
Metis Global Partners
California
$278K +$59.5K +328 +27%
TWC
403
TD Waterhouse Canada
Ontario, Canada
$275K +$274K +1,495 +29,900%
Los Angeles Capital Management
404
Los Angeles Capital Management
California
$271K
RIM
405
Redpoint Investment Management
Australia
$265K
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$263K +$48.8K +269 +23%
CS
407
Comerica Securities
Michigan
$262K -$34K -187 -11%
APA
408
American Portfolios Advisors
New York
$261K -$24.2K -133 -8%
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$259K -$106K -583 -29%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$256K -$78.6K -433 -23%
AA
411
Advisory Alpha
Michigan
$256K
EF
412
Empirical Finance
Pennsylvania
$255K +$15.3K +84 +6%
WAM
413
Wallington Asset Management
Indiana
$254K
SCA
414
Snowden Capital Advisors
New York
$252K -$52.4K -289 -17%
KPWS
415
Kestra Private Wealth Services
Texas
$249K +$14.7K +81 +6%
CCP
416
Corient Capital Partners
California
$241K -$907 -5 -0.4%
PFO
417
Pathstone Family Office
New Jersey
$239K +$34.9K +192 +17%
MHIC
418
Marble Harbor Investment Counsel
Massachusetts
$238K
CP
419
Covenant Partners
Tennessee
$238K +$36.6K +201 +18%
FWA
420
FSM Wealth Advisors
Ohio
$235K +$235K +1,115 New
OWM
421
OneAscent Wealth Management
Alabama
$234K +$5.08K +28 +2%
BW
422
Bison Wealth
Georgia
$231K
RWB
423
RMR Wealth Builders
New Jersey
$230K
Marshall Wace
424
Marshall Wace
United Kingdom
$227K -$4.79M -26,521 -95%
PA
425
Procyon Advisors
Connecticut
$225K -$363 -2 -0.2%