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IDEX
IEX

Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M
5
Millennium Management
5
Millennium Management
New York
$99.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$170M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$2.62M
3
Ameriprise
3
Ameriprise
Minnesota
$26.3M
4
Capital World Investors
4
Capital World Investors
California
$36.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$106M +$10.2M +56,171 +11%
Bank of America
27
Bank of America
North Carolina
$105M -$8.51M -46,874 -8%
Charles Schwab
28
Charles Schwab
California
$101M +$1.55M +8,551 +2%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$101M -$2.22M -12,216 -2%
Millennium Management
30
Millennium Management
New York
$99.9M +$40.7M +224,333 +69%
Morgan Stanley
31
Morgan Stanley
New York
$96.3M +$51.6M +284,358 +116%
Legal & General Group
32
Legal & General Group
United Kingdom
$94.8M -$1.54M -8,499 -2%
Amundi
33
Amundi
France
$90.9M -$4.6M -25,351 -5%
Macquarie Group
34
Macquarie Group
Australia
$89.6M -$35.3M -194,222 -28%
Allianz Asset Management
35
Allianz Asset Management
Germany
$88.4M -$227K -1,248 -0.3%
Goldman Sachs
36
Goldman Sachs
New York
$86.1M -$16.6M -91,648 -16%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$81.7M +$2.14M +11,759 +3%
SCM
38
Snyder Capital Management
California
$77.5M +$1.18M +6,472 +2%
BAMCO Inc
39
BAMCO Inc
New York
$73.8M +$4.6M +25,321 +7%
UBS AM
40
UBS AM
Illinois
$71M -$7.89M -43,438 -10%
Primecap Management
41
Primecap Management
California
$69.7M -$1.31M -7,230 -2%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$68.3M -$10.1M -55,852 -13%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$63.2M -$557K -3,067 -0.9%
CVA
44
Ceredex Value Advisors
Florida
$61.7M -$418K -2,302 -0.7%
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$60M – – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$60M +$127K +700 +0.2%
ClearBridge Investments
47
ClearBridge Investments
New York
$59.4M +$511K +2,813 +0.9%
State Farm Mutual Automobile Insurance
48
State Farm Mutual Automobile Insurance
Illinois
$57.6M +$10.2M +56,266 +22%
First Trust Advisors
49
First Trust Advisors
Illinois
$55.2M -$7.45M -41,002 -12%
PC
50
Port Capital
Illinois
$53.3M -$627K -3,450 -1%
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