IEX icon

IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
476
Pinnacle Wealth Planning Services
Ohio
$205K +$205K +899 New
BPA
477
Beacon Pointe Advisors
California
$203K +$203K +891 New
BFEC
478
Benjamin F. Edwards & Company
Missouri
$179K +$1.37K +6 +0.8%
Bessemer Group
479
Bessemer Group
New Jersey
$168K -$63.1K -275 -27%
CI Investments Inc
480
CI Investments Inc
Ontario, Canada
$156K +$13K +57 +9%
UB
481
UMB Bank
Missouri
$148K +$30.9K +135 +26%
AA
482
Alta Advisers
United Kingdom
$137K +$137K +600 New
BTI
483
Blue Trust Inc
Georgia
$137K +$130K +651 +1,973%
S
484
SignatureFD
Georgia
$134K +$3.2K +14 +2%
EBA
485
Eagle Bay Advisors
New York
$129K +$31.1K +136 +32%
PI
486
PineBridge Investments
New York
$122K +$122K +536 New
HNB
487
Huntington National Bank
Ohio
$119K +$4.11K +18 +4%
QCG
488
Quadrant Capital Group
Ohio
$116K -$9.13K -40 -7%
FHA
489
First Horizon Advisors
Tennessee
$113K -$228 -1 -0.2%
T
490
TOBAM
France
$110K – – –
SG Americas Securities
491
SG Americas Securities
New York
$108K -$317K -1,386 -75%
DWA
492
Dougherty Wealth Advisers
Minnesota
$108K – – –
SOW
493
State of Wyoming
Wyoming
$98.6K +$1.37K +6 +1%
PA
494
Parallel Advisors
California
$96.8K +$685 +3 +0.7%
QC
495
Quent Capital
New York
$92.9K +$1.83K +8 +2%
MS
496
Madden Securities
Texas
$91.3K +$91.3K +400 New
HCM
497
Hollencrest Capital Management
California
$91.3K +$91.3K +400 New
FAM
498
Fred Alger Management
New York
$87.5K +$67.8K +297 +345%
QT
499
Quantbot Technologies
New York
$86.5K +$86.5K +379 New
Dimensional Fund Advisors
500
Dimensional Fund Advisors
Texas
$79.9K -$341 -1,495 -0.4%
18 19
20
21 22