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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$603M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$181M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$137M
4
Amundi
Amundi
France
+$87.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$60.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$248M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$158M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$124M
4
Brown Advisory
Brown Advisory
Maryland
-$123M
5
CAM
Congress Asset Management
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
426
Checchi Capital Advisers
California
$288K -$20.2K -93 -7%
CC
427
Cipher Capital
New York
$284K +$284K +1,308 New
MHIC
428
Marble Harbor Investment Counsel
Massachusetts
$282K -$2.39K -11 -0.8%
WI
429
Wahed Invest
New York
$280K +$20.8K +96 +8%
BW
430
Bison Wealth
Georgia
$276K – – –
BSC
431
Brown Shipley & Co
United Kingdom
$274K -$218K -1,003 -44%
LNC
432
Lincoln National Corp
Pennsylvania
$273K -$66.5K -306 -20%
SG
433
StoneX Group
New York
$273K +$273K +1,257 New
SS
434
Simplicity Solutions
Minnesota
$270K -$12.8K -59 -5%
BFG
435
Bleakley Financial Group
New Jersey
$270K -$12.8K -59 -5%
HF
436
HRT Financial
New York
$269K +$269K +1,242 New
JSA
437
Jacobson & Schmitt Advisors
Wisconsin
$268K -$1.74K -8 -0.6%
PA
438
Procyon Advisors
Connecticut
$268K -$434 -2 -0.2%
TCOTS
439
Trust Company of the South
North Carolina
$263K +$263K +1,211 New
SWP
440
Stratos Wealth Partners
Ohio
$261K +$261K +1,203 New
KWA
441
Kingswood Wealth Advisors
California
$251K +$251K +1,158 New
HSA
442
HBK Sorce Advisory
Pennsylvania
$247K -$209K -965 -46%
HWAM
443
Hennion & Walsh Asset Management
New Jersey
$246K -$62.5K -288 -20%
VF
444
Vest Financial
Virginia
$244K +$244K +1,122 New
FAIM
445
Financial Advocates Investment Management
Washington
$242K +$242K +1,115 New
CP
446
Covenant Partners
Tennessee
$240K – – –
PTC
447
Petrus Trust Company
Texas
$239K +$239K +1,102 New
Bessemer Group
448
Bessemer Group
New Jersey
$238K +$21.7K +100 +10%
HI
449
Horizon Investments
North Carolina
$235K +$4.98K +23 +2%
PA
450
Profund Advisors
Maryland
$234K +$234K +1,076 New
16 17
18
19 20