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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
4
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$198M
5
CAM
5
Congress Asset Management
Massachusetts
$742K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$112M 513,633 +96,262 +23%
Goldman Sachs
27
Goldman Sachs
New York
$107M 492,810 +81,780 +20%
Bank of America
28
Bank of America
North Carolina
$102M 469,504 -27,635 -6%
Fisher Asset Management
29
Fisher Asset Management
Washington
$93.1M 429,021 +15,633 +4%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$90.3M 416,023 -16,170 -4%
CVA
31
Ceredex Value Advisors
Florida
$89.3M 411,493 -21,922 -5%
First Trust Advisors
32
First Trust Advisors
Illinois
$89.1M 410,404 +58,571 +17%
SCM
33
Snyder Capital Management
California
$87.9M 379,786 -94,397 -20%
CIM
34
CCLA Investment Management
United Kingdom
$85.9M 395,511 +2,334 +0.6%
Ameriprise
35
Ameriprise
Minnesota
$85.6M 394,315 +25,466 +7%
BAMCO Inc
36
BAMCO Inc
New York
$83.8M 385,756 -10,000 -3%
Fundsmith LLP
37
Fundsmith LLP
United Kingdom
$83.4M 383,997 -5,011 -1%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$82.7M 380,728 +2,707 +0.7%
Allianz Asset Management
39
Allianz Asset Management
Germany
$82.7M 380,714 -44,474 -10%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$81.7M 376,272 +151,161 +67%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$80.5M 370,805 +10,742 +3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$80.2M 369,268 +20,785 +6%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$79.3M 365,173 +280,640 +332%
Two Sigma Investments
44
Two Sigma Investments
New York
$79.2M 364,859 +50,452 +16%
State Farm Mutual Automobile Insurance
45
State Farm Mutual Automobile Insurance
Illinois
$72.9M 335,939 – –
ClearBridge Investments
46
ClearBridge Investments
New York
$72.9M 335,588 +699 +0.2%
Primecap Management
47
Primecap Management
California
$70.4M 324,380 -8,790 -3%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$69.5M 320,200 +101,900 +47%
Public Employees Retirement Association of Colorado
49
Public Employees Retirement Association of Colorado
Colorado
$68.1M 313,725 -359 -0.1%
GKIM
50
GW&K Investment Management
Massachusetts
$64.2M 295,530 -11,512 -4%
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