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
Name Holding Trade Value Shares
Change
Shares
Change %
CC
451
Centiva Capital
New York
$232K -$147K -676 -39%
VFA
452
Voya Financial Advisors
Connecticut
$231K -$195K -899 -46%
GT
453
Greenleaf Trust
Michigan
$228K -$14.1K -65 -6%
CA
454
Centerpoint Advisors
Massachusetts
$227K -$30.4K -140 -12%
CWM
455
Connecticut Wealth Management
Connecticut
$222K -$25.6K -118 -10%
CCA
456
Cobblestone Capital Advisors
New York
$220K
Connor, Clark & Lunn Investment Management (CC&L)
457
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$219K +$219K +1,009 New
PAM
458
Paradigm Asset Management
New York
$217K
NIM
459
NEOS Investment Management
Connecticut
$215K +$215K +989 New
OWA
460
Outlook Wealth Advisors
Texas
$214K +$214K +984 New
GD
461
Grandfield & Dodd
New York
$213K
PI
462
PFG Investments
New York
$213K +$434 +2 +0.2%
SOW
463
State of Wyoming
Wyoming
$210K +$20.6K +95 +11%
MIA
464
MeadowBrook Investment Advisors
Michigan
$208K +$208K +958 New
CWM
465
Congress Wealth Management
Massachusetts
$205K -$12.3M -56,519 -98%
LSAG
466
Lake Street Advisors Group
New Hampshire
$202K +$202K +932 New
MIM
467
Morningstar Investment Management
Illinois
$201K +$201K +924 New
UM
468
UniSuper Management
Australia
$201K +$70.3K +324 +54%
AIP
469
Ameritas Investment Partners
Nebraska
$195K
BFEC
470
Benjamin F. Edwards & Company
Missouri
$185K -$6.31K -29 -3%
SIM
471
Studio Investment Management
Illinois
$182K -$30.4K -140 -14%
HFS
472
Hantz Financial Services
Michigan
$167K -$11.9M -54,831 -99%
A
473
AlphaQuest
New York
$160K +$160K +738 New
GRP
474
Global Retirement Partners
California
$156K -$38.1K -185 -20%
PCM
475
Penserra Capital Management
California
$147K -$28.5K -133 -16%