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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.78%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.37B
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$380M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$167M
4
Ameriprise
4
Ameriprise
Minnesota
$76.7M
5
Amundi
5
Amundi
France
$261M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
3
Invesco
Georgia
$212M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
5
Brown Advisory
Maryland
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$122M 585,572 -16,939 -3%
Legal & General Group
27
Legal & General Group
United Kingdom
$116M 557,978 -21,524 -4%
CAM
28
Congress Asset Management
Massachusetts
$113M 543,101 +3,304 +0.6%
Bank of America
29
Bank of America
North Carolina
$103M 497,139 -29,154 -6%
SCM
30
Snyder Capital Management
California
$98.6M 474,183 -9,719 -2%
CVA
31
Ceredex Value Advisors
Florida
$90.2M 433,415 +146,218 +51%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$89.9M 432,193 +37,358 +9%
Allianz Asset Management
33
Allianz Asset Management
Germany
$88.4M 425,188 +17,467 +4%
UBS AM
34
UBS AM
Illinois
$86.8M 417,371 +17,876 +4%
Fisher Asset Management
35
Fisher Asset Management
Washington
$86M 413,388 +543 +0.1%
Goldman Sachs
36
Goldman Sachs
New York
$85.5M 411,030 +144,105 +54%
BAMCO Inc
37
BAMCO Inc
New York
$82.3M 395,756 -239 -0.1%
CIM
38
CCLA Investment Management
United Kingdom
$81.8M 393,177 +306 +0.1%
Fundsmith LLP
39
Fundsmith LLP
United Kingdom
$80.9M 389,008 -2,116 -0.5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$78.6M 378,021 +9,218 +2%
Ameriprise
41
Ameriprise
Minnesota
$76.7M 368,849 +280,385 +317%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$74.9M 360,063 +9,266 +3%
First Trust Advisors
43
First Trust Advisors
Illinois
$73.2M 351,833 +4,058 +1%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$72.7M 349,545 -181,457 -34%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$72.5M 348,483 +1,760 +0.5%
State Farm Mutual Automobile Insurance
46
State Farm Mutual Automobile Insurance
Illinois
$69.9M 335,939 – –
ClearBridge Investments
47
ClearBridge Investments
New York
$69.7M 334,889 +666 +0.2%
Primecap Management
48
Primecap Management
California
$69.3M 333,170 -3,655 -1%
Two Sigma Investments
49
Two Sigma Investments
New York
$65.4M 314,407 +17,928 +6%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$65.3M 314,084 -3,286 -1%
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