539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
426
TRUE Private Wealth Advisors
Oregon
$209K
CCA
427
Cobblestone Capital Advisors
New York
$209K
SWMP
428
Signature Wealth Management Partners
New Jersey
$207K
DP
429
Dearborn Partners
Illinois
$207K
NHC
430
Nicholas Hoffman & Company
Georgia
$207K +$207K +1,000 New
PSUF
431
People's United Financial
Connecticut
$205K +$205K +989 New
KPWS
432
Kestra Private Wealth Services
Texas
$203K +$203K +981 New
BPA
433
Beacon Pointe Advisors
California
$202K -$20.9K -101 -9%
Simplex Trading
434
Simplex Trading
Illinois
$197K
BAM
435
Belpointe Asset Management
Nevada
$196K -$1.65K -8 -0.8%
NIMI
436
Natixis Investment Managers International
France
$193K -$11.8K -57 -6%
MAM
437
Meeder Asset Management
Ohio
$162K +$10.3K +50 +7%
Federated Hermes
438
Federated Hermes
Pennsylvania
$158K -$3.1K -15 -2%
SIM
439
Sentry Investment Management
Wisconsin
$150K -$21.9K -106 -13%
PHK
440
Point72 Hong Kong
Hong Kong
$147K +$147K +710 New
BFEC
441
Benjamin F. Edwards & Company
Missouri
$145K +$19.9K +96 +16%
SOW
442
State of Wyoming
Wyoming
$139K -$25.9K -125 -16%
FF
443
FourThought Financial
Florida
$136K -$4.12K -20 -3%
FHA
444
First Horizon Advisors
Tennessee
$129K +$42.7K +207 +49%
HNB
445
Huntington National Bank
Ohio
$124K
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K
Acadian Asset Management
447
Acadian Asset Management
Massachusetts
$109K
QCG
448
Quadrant Capital Group
Ohio
$107K -$206 -1 -0.2%
NICM
449
Neo Ivy Capital Management
New York
$102K +$102K +646 New
DWA
450
Dougherty Wealth Advisers
Minnesota
$98K