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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$87.1M
3
PFM
3
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
5
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$136M +$517K +2,239 +0.4%
Bank of America
27
Bank of America
North Carolina
$133M +$2.25M +9,750 +2%
Macquarie Group
28
Macquarie Group
Australia
$129M +$19.4M +84,115 +18%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$128M +$42.4M +183,468 +50%
CAM
30
Congress Asset Management
Massachusetts
$124M +$5.14M +22,230 +4%
Legal & General Group
31
Legal & General Group
United Kingdom
$124M +$2.87M +12,413 +2%
SCM
32
Snyder Capital Management
California
$113M -$694K -3,005 -0.6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$109M +$1.53M +6,643 +1%
UBS AM
34
UBS AM
Illinois
$92.3M +$283K +1,227 +0.3%
BAMCO Inc
35
BAMCO Inc
New York
$90.3M -$547K -2,368 -0.6%
Fisher Asset Management
36
Fisher Asset Management
Washington
$87.1M +$56.7M +245,293 +186%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$83.8M +$6.54M +28,306 +8%
First Trust Advisors
38
First Trust Advisors
Illinois
$83.2M -$15M -64,803 -15%
Primecap Management
39
Primecap Management
California
$80.7M -$3.29M -14,220 -4%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$79M -$1.85M -8,000 -2%
Allianz Asset Management
41
Allianz Asset Management
Germany
$78.9M +$347K +1,504 +0.4%
State Farm Mutual Automobile Insurance
42
State Farm Mutual Automobile Insurance
Illinois
$77.6M – – –
ClearBridge Investments
43
ClearBridge Investments
New York
$76M -$26.1K -113 -0%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$74.8M -$1.43M -6,200 -2%
Westfield Capital Management
45
Westfield Capital Management
Massachusetts
$73.3M -$64.2M -278,062 -47%
PC
46
Port Capital
Illinois
$72.8M +$3.36M +14,532 +5%
Swiss National Bank
47
Swiss National Bank
Switzerland
$69.1M -$1.78M -7,700 -3%
CIM
48
CCLA Investment Management
United Kingdom
$66.7M -$1.19M -5,139 -2%
MPIA
49
Mountain Pacific Investment Advisers
Idaho
$65.4M -$1.05M -4,563 -2%
RS
50
Robeco Schweiz
Switzerland
$64.8M -$35.1K -152 -0.1%
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