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IDEX
IEX

Overview Fund Activity

634 hedge funds and large institutions have $15.7B invested in IDEX in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 237 reducing their positions, and 52 closing their positions.

Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
80
Increased
212
Reduced
237
Closed
52
Calls
$474K
Puts
$2.91M
Net Calls
-$2.43M
Net Calls Change
+$5.2M

Top Buyers

1
Amundi
1
Amundi
France
$218M
2
CVA
2
Ceredex Value Advisors
Florida
$61.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$63.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$51.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$46.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$640M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$382M
3
Macquarie Group
3
Macquarie Group
Australia
$1.39M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$241M
5
Invesco
5
Invesco
Georgia
$299M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$125M 579,502 +44,187 +8%
CAM
27
Congress Asset Management
Massachusetts
$116M 539,797 +974 +0.2%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$114M 531,002 -22,122 -4%
Bank of America
29
Bank of America
North Carolina
$113M 526,293 -51,517 -9%
SCM
30
Snyder Capital Management
California
$104M 483,902 -5,111 -1%
ESCM
31
Echo Street Capital Management
New York
$95.8M 444,897 -181,754 -29%
UBS AM
32
UBS AM
Illinois
$92.3M 399,495 – –
Fisher Asset Management
33
Fisher Asset Management
Washington
$88.9M 412,845 +35,731 +9%
Allianz Asset Management
34
Allianz Asset Management
Germany
$87.8M 407,721 +66,012 +19%
BAMCO Inc
35
BAMCO Inc
New York
$85.2M 395,995 +4,969 +1%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$85M 394,835 +32,214 +9%
CIM
37
CCLA Investment Management
United Kingdom
$84.6M 392,871 +103,576 +36%
Fundsmith LLP
38
Fundsmith LLP
United Kingdom
$84.2M 391,124 +127,384 +48%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$79.4M 368,803 -105,052 -22%
Westfield Capital Management
40
Westfield Capital Management
Massachusetts
$75.5M 350,797 +33,579 +11%
First Trust Advisors
41
First Trust Advisors
Illinois
$74.9M 347,775 -12,470 -3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$74.6M 346,723 +4,709 +1%
Primecap Management
43
Primecap Management
California
$72.5M 336,825 -12,670 -4%
State Farm Mutual Automobile Insurance
44
State Farm Mutual Automobile Insurance
Illinois
$72.3M 335,939 – –
ClearBridge Investments
45
ClearBridge Investments
New York
$71.9M 334,223 +5,420 +2%
PC
46
Port Capital
Illinois
$71.3M 331,073 +15,786 +5%
Renaissance Technologies
47
Renaissance Technologies
New York
$69.7M 323,825 +64,900 +25%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$68.3M 317,370 -6,523 -2%
Two Sigma Investments
49
Two Sigma Investments
New York
$63.8M 296,479 +284,860 +2,452%
CVA
50
Ceredex Value Advisors
Florida
$61.8M 287,197 +287,197 New
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