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IDEX
IEX

618 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $15.4B → $16.6B (+$1.18B)

3.08% more ownership

Funds ownership: 98.2% → 101.29% (+3.1%)

0% more funds holding

Funds holding: 617 → 618 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

18% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 244

43% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $2.04M

Holders
618
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
80
Increased
200
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$560M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$168M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$127M
4
Amundi
Amundi
France
+$83.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$56.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$230M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$146M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$115M
4
Brown Advisory
Brown Advisory
Maryland
-$114M
5
CAM
Congress Asset Management
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$112M +$19.4M +96,262 +23%
Goldman Sachs
27
Goldman Sachs
New York
$107M +$16.5M +81,780 +20%
Bank of America
28
Bank of America
North Carolina
$102M -$5.57M -27,635 -6%
Fisher Asset Management
29
Fisher Asset Management
Washington
$93.1M +$3.15M +15,633 +4%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$90.3M -$3.26M -16,170 -4%
CVA
31
Ceredex Value Advisors
Florida
$89.3M -$4.42M -21,922 -5%
First Trust Advisors
32
First Trust Advisors
Illinois
$89.1M +$11.8M +58,571 +17%
SCM
33
Snyder Capital Management
California
$87.9M -$19M -94,397 -20%
CIM
34
CCLA Investment Management
United Kingdom
$85.9M +$471K +2,334 +0.6%
Ameriprise
35
Ameriprise
Minnesota
$85.6M +$5.14M +25,466 +7%
BAMCO Inc
36
BAMCO Inc
New York
$83.8M -$2.02M -10,000 -3%
Fundsmith LLP
37
Fundsmith LLP
United Kingdom
$83.4M -$1.01M -5,011 -1%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$82.7M +$546K +2,707 +0.7%
Allianz Asset Management
39
Allianz Asset Management
Germany
$82.7M -$8.97M -44,474 -10%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$81.7M +$30.5M +151,161 +67%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$80.5M +$2.17M +10,742 +3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$80.2M +$4.19M +20,785 +6%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$79.3M +$56.6M +280,640 +332%
Two Sigma Investments
44
Two Sigma Investments
New York
$79.2M +$10.2M +50,452 +16%
State Farm Mutual Automobile Insurance
45
State Farm Mutual Automobile Insurance
Illinois
$72.9M – – –
ClearBridge Investments
46
ClearBridge Investments
New York
$72.9M +$141K +699 +0.2%
Primecap Management
47
Primecap Management
California
$70.4M -$1.77M -8,790 -3%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$69.5M +$20.6M +101,900 +47%
Public Employees Retirement Association of Colorado
49
Public Employees Retirement Association of Colorado
Colorado
$68.1M -$72.4K -359 -0.1%
GKIM
50
GW&K Investment Management
Massachusetts
$64.2M -$2.32M -11,512 -4%
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IEX Hedge Fund Activity: Q4 2023 in Review

618 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2023, worth a combined $16.6B — up 7.6% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IEX positions and 69 closed out — a net gain of 11 holders — while 200 added to existing stakes and 244 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $560M. The largest seller was AllianceBernstein, cutting an estimated $230M.

  • 618 institutional investors held IDEX (IEX) as of Q4 2023, up from 617 in Q3 2023.
  • Funds reported $16.6B of IDEX stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 80 funds opened new IDEX positions in Q4 2023 and 69 closed out, a net change of +11 holders.
  • The largest IDEX buyer in Q4 2023 was Morgan Stanley, an estimated $560M added.
  • The largest IDEX seller in Q4 2023 was AllianceBernstein, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2023.