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IDEX
IEX

617 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, 209 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% more ownership

Funds ownership: 96.39% → 98.2% (+1.8%)

2% less capital invested

Capital invested by funds: $15.7B → $15.4B (-$240M)

3% less funds holding

Funds holding: 638 → 617 (-21)

14% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 244

25% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

77% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $4.87M

Holders
617
Holders Change
-21
Holders Change %
-3.29%
% of All Funds
9.79%
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
209
Reduced
244
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$781M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$149M
3
Ameriprise
Ameriprise
Minnesota
+$60.8M
4
Amundi
Amundi
France
+$57M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$32.5M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$112M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$111M
3
Invesco
Invesco
Georgia
-$79.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$64.8M
5
Brown Advisory
Brown Advisory
Maryland
-$59.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$122M -$3.67M -16,939 -3%
Legal & General Group
27
Legal & General Group
United Kingdom
$116M -$4.67M -21,524 -4%
CAM
28
Congress Asset Management
Massachusetts
$113M +$717K +3,304 +0.6%
Bank of America
29
Bank of America
North Carolina
$103M -$6.32M -29,154 -6%
SCM
30
Snyder Capital Management
California
$98.6M -$2.11M -9,719 -2%
CVA
31
Ceredex Value Advisors
Florida
$90.2M +$31.7M +146,218 +51%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$89.9M +$8.1M +37,358 +9%
Allianz Asset Management
33
Allianz Asset Management
Germany
$88.4M +$3.79M +17,467 +4%
UBS AM
34
UBS AM
Illinois
$86.8M +$3.88M +17,876 +4%
Fisher Asset Management
35
Fisher Asset Management
Washington
$86M +$118K +543 +0.1%
Goldman Sachs
36
Goldman Sachs
New York
$85.5M +$31.3M +144,105 +54%
BAMCO Inc
37
BAMCO Inc
New York
$82.3M -$51.8K -239 -0.1%
CIM
38
CCLA Investment Management
United Kingdom
$81.8M +$66.4K +306 +0.1%
Fundsmith LLP
39
Fundsmith LLP
United Kingdom
$80.9M -$459K -2,116 -0.5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$78.6M +$2M +9,218 +2%
Ameriprise
41
Ameriprise
Minnesota
$76.7M +$60.8M +280,385 +317%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$74.9M +$2.01M +9,266 +3%
First Trust Advisors
43
First Trust Advisors
Illinois
$73.2M +$880K +4,058 +1%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$72.7M -$39.4M -181,457 -34%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$72.5M +$382K +1,760 +0.5%
State Farm Mutual Automobile Insurance
46
State Farm Mutual Automobile Insurance
Illinois
$69.9M – – –
ClearBridge Investments
47
ClearBridge Investments
New York
$69.7M +$144K +666 +0.2%
Primecap Management
48
Primecap Management
California
$69.3M -$793K -3,655 -1%
Two Sigma Investments
49
Two Sigma Investments
New York
$65.4M +$3.89M +17,928 +6%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$65.3M -$713K -3,286 -1%
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IEX Hedge Fund Activity: Q3 2023 in Review

617 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2023, worth a combined $15.4B — down 1.5% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IEX and 51 opened new positions — a net loss of 17 holders — while 244 trimmed existing stakes and 209 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $781M. The largest seller was AllianceBernstein, cutting an estimated $112M.

  • 617 institutional investors held IDEX (IEX) as of Q3 2023, down from 638 in Q2 2023.
  • Funds reported $15.4B of IDEX stock for Q3 2023, down 1.5% quarter-over-quarter.
  • 51 funds opened new IDEX positions in Q3 2023 and 68 closed out, a net change of -17 holders.
  • The largest IDEX buyer in Q3 2023 was T. Rowe Price Associates, an estimated $781M added.
  • The largest IDEX seller in Q3 2023 was AllianceBernstein, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2023.