617 hedge funds and large institutions have $17.8B invested in IDEX in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 226 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
8.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
221
Reduced
226
Closed
43
Calls
$2.76M
Puts
$1.73M
Net Calls
+$1.03M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$126M +$11.3M +46,185 +10%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$124M -$28.5M -116,768 -19%
Legal & General Group
28
Legal & General Group
United Kingdom
$120M -$7.67M -31,435 -6%
First Trust Advisors
29
First Trust Advisors
Illinois
$115M +$15.1M +61,811 +15%
Goldman Sachs
30
Goldman Sachs
New York
$105M -$15.5M -63,673 -13%
CIM
31
CCLA Investment Management
United Kingdom
$104M +$7.43M +30,277 +8%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$95.7M +$5.58M +22,853 +6%
SCM
33
Snyder Capital Management
California
$95.5M +$2.78M +11,375 +3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$92.1M -$826K -3,386 -0.9%
Fundsmith LLP
35
Fundsmith LLP
United Kingdom
$91.2M -$2.46M -10,095 -3%
Westfield Capital Management
36
Westfield Capital Management
Massachusetts
$87.8M -$2.67M -10,925 -3%
GKIM
37
GW&K Investment Management
Massachusetts
$86.2M +$14.1M +57,820 +20%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$83.8M +$50.5M +206,345 +152%
State Farm Mutual Automobile Insurance
39
State Farm Mutual Automobile Insurance
Illinois
$82M
ClearBridge Investments
40
ClearBridge Investments
New York
$81.9M +$20.5K +84 +0%
Ameriprise
41
Ameriprise
Minnesota
$81.6M -$14.6M -59,952 -15%
BAMCO Inc
42
BAMCO Inc
New York
$81.1M -$13M -53,434 -14%
CVA
43
Ceredex Value Advisors
Florida
$80.8M -$19.7M -80,552 -20%
Allianz Asset Management
44
Allianz Asset Management
Germany
$80.7M -$12.2M -50,133 -13%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$79.4M -$13.7M -61,077 -15%
Primecap Management
46
Primecap Management
California
$78.8M -$359K -1,470 -0.5%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$76.4M -$150K -616 -0.2%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$72.1M +$11.1M +45,502 +18%
MPIA
49
Mountain Pacific Investment Advisers
Idaho
$69.4M -$67.6K -277 -0.1%
MC
50
Maren Capital
Illinois
$67.9M +$11.9M +48,889 +21%