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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Nordea Investment Management
26
Nordea Investment Management
Sweden
$133M 583,539 -688,077 -54%
Bank of America
27
Bank of America
North Carolina
$130M 568,060 +16,811 +3%
Amundi
28
Amundi
France
$129M 552,671 -9,024 -2%
Legal & General Group
29
Legal & General Group
United Kingdom
$119M 522,902 -8,144 -2%
CAM
30
Congress Asset Management
Massachusetts
$118M 516,593 -70,805 -12%
SCM
31
Snyder Capital Management
California
$112M 492,018 -2,850 -0.6%
Macquarie Group
32
Macquarie Group
Australia
$109M 475,430 +2,549 +0.5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$107M 467,212 +2,244 +0.5%
First Trust Advisors
34
First Trust Advisors
Illinois
$97.1M 425,048 +51,773 +14%
UBS AM
35
UBS AM
Illinois
$90.9M 398,268 +18,770 +5%
BAMCO Inc
36
BAMCO Inc
New York
$89.8M 393,394 -16,736 -4%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$84.4M 369,656 -188,515 -34%
Primecap Management
38
Primecap Management
California
$83M 363,715 -16,600 -4%
Allianz Asset Management
39
Allianz Asset Management
Germany
$77.7M 340,205 -874 -0.3%
State Farm Mutual Automobile Insurance
40
State Farm Mutual Automobile Insurance
Illinois
$76.7M 335,939 – –
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$76.3M 334,315 -4,654 -1%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$75.4M 330,093 – –
ClearBridge Investments
43
ClearBridge Investments
New York
$75.1M 328,916 +745 +0.2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$70.1M 307,000 -22,670 -7%
PC
45
Port Capital
Illinois
$68.7M 300,755 +3,585 +1%
CIM
46
CCLA Investment Management
United Kingdom
$67.2M 294,434 -57,297 -16%
MPIA
47
Mountain Pacific Investment Advisers
Idaho
$65.7M 287,634 +129 +0%
Goldman Sachs
48
Goldman Sachs
New York
$64.1M 280,702 -161,597 -37%
RS
49
Robeco Schweiz
Switzerland
$64.1M 280,652 -9,107 -3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$61.2M 268,200 +99,166 +59%
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