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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
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
451
Argent Trust Co
Tennessee
$262K – – –
MFS
452
Mirabella Financial Services
United Kingdom
$256K +$256K +1,121 New
CP
453
Covenant Partners
Tennessee
$253K – – –
V
454
Veritable
Delaware
$252K +$14.8K +65 +6%
GD
455
Grandfield & Dodd
New York
$242K – – –
SS
456
Simplicity Solutions
Minnesota
$240K +$240K +1,049 New
TSS
457
Two Sigma Securities
New York
$239K +$239K +1,045 New
RJT
458
Raymond James Trust
Florida
$238K -$21.5K -94 -8%
CG
459
Caprock Group
Idaho
$236K +$236K +1,033 New
MC
460
Machina Capital
France
$234K +$234K +1,027 New
WAG
461
Wallace Advisory Group
California
$234K +$234K +1,025 New
Walleye Trading
462
Walleye Trading
New York
$234K +$234K +1,023 New
CCA
463
Cobblestone Capital Advisors
New York
$231K – – –
CNC
464
Canandaigua National Corp
New York
$227K +$227K +994 New
AIP
465
Ameritas Investment Partners
Nebraska
$224K – – –
PPC
466
Park Place Capital
Alabama
$222K +$222K +973 New
WI
467
Wahed Invest
New York
$222K +$23.7K +104 +12%
NIMI
468
Natixis Investment Managers International
France
$220K -$72.8K -319 -25%
HH
469
Hilltop Holdings
Texas
$219K +$219K +961 New
BAM
470
Belpointe Asset Management
Nevada
$219K +$3.43K +15 +2%
HCM
471
Harvey Capital Management
Florida
$217K +$217K +950 New
IG
472
ING Group
Netherlands
$211K +$211K +923 New
Verition Fund Management
473
Verition Fund Management
Connecticut
$210K -$7.54M -33,005 -97%
CI
474
Cigna Investments
Connecticut
$207K +$207K +906 New
CWM
475
Connecticut Wealth Management
Connecticut
$205K +$205K +900 New
17 18
19
20 21