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IDEX
IEX

Overview Fund Activity

552 hedge funds and large institutions have $14.8B invested in IDEX in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 203 increasing their positions, 188 reducing their positions, and 57 closing their positions.

Holders
552
Holders Change
-9
Holders Change %
-1.6%
% of All Funds
9.55%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
53
Increased
203
Reduced
188
Closed
57
Calls
$6.32M
Puts
$5.16M
Net Calls
+$1.16M
Net Calls Change
+$26.1M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$320M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$285M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$25.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$592M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$383M
4
Brown Advisory
4
Brown Advisory
Maryland
$400M
5
CVA
5
Ceredex Value Advisors
Florida
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Congress Asset Management
Massachusetts
$117M -$328K -1,642 -0.3%
Amundi
27
Amundi
France
$116M +$12.5M +60,527 +12%
Morgan Stanley
28
Morgan Stanley
New York
$115M +$8.96M +44,809 +8%
Charles Schwab
29
Charles Schwab
California
$113M +$1.81M +9,060 +2%
Luther King Capital Management (LKCM)
30
Luther King Capital Management (LKCM)
Texas
$112M +$758K +3,791 +0.7%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$112M -$40.3M -201,721 -27%
Bank of America
32
Bank of America
North Carolina
$110M -$5.29M -26,472 -5%
Legal & General Group
33
Legal & General Group
United Kingdom
$106M +$1.82M +9,084 +2%
SCM
34
Snyder Capital Management
California
$98.9M +$13.6M +68,218 +16%
Macquarie Group
35
Macquarie Group
Australia
$94.5M -$4.08M -20,391 -4%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$92.9M +$3.05M +15,257 +3%
Goldman Sachs
37
Goldman Sachs
New York
$88.4M -$6.34M -31,731 -7%
BAMCO Inc
38
BAMCO Inc
New York
$82M +$710K +3,554 +0.9%
Primecap Management
39
Primecap Management
California
$76M -$711K -3,560 -0.9%
UBS AM
40
UBS AM
Illinois
$75.8M -$2.26M -11,307 -3%
First Trust Advisors
41
First Trust Advisors
Illinois
$74.6M +$13.9M +69,527 +23%
CIM
42
CCLA Investment Management
United Kingdom
$70.4M +$70.4M +351,731 New
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$70.3M +$739K +3,700 +1%
Allianz Asset Management
44
Allianz Asset Management
Germany
$68.2M -$29.1M -145,678 -30%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$67.7M -$7.41M -37,089 -10%
State Farm Mutual Automobile Insurance
46
State Farm Mutual Automobile Insurance
Illinois
$67.1M +$3.71M +18,585 +6%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$66M – – –
Swiss National Bank
48
Swiss National Bank
Switzerland
$65.9M -$79.9K -400 -0.1%
ClearBridge Investments
49
ClearBridge Investments
New York
$65.6M +$250K +1,252 +0.4%
PC
50
Port Capital
Illinois
$59.4M +$694K +3,475 +1%
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