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 %
BP
476
Ballentine Partners
Massachusetts
$201K +$201K +824 New
AIP
477
Ameritas Investment Partners
Nebraska
$200K -$19K -78 -9%
PAM
478
Paradigm Asset Management
New York
$195K -$48.8K -200 -20%
GWP
479
Gen-Wealth Partners
Michigan
$190K +$190K +779 New
GRP
480
Global Retirement Partners
California
$178K -$6.84K -28 -4%
QCG
481
Quadrant Capital Group
Ohio
$177K +$12.7K +52 +8%
HFS
482
Hantz Financial Services
Michigan
$172K -$15.9K -65 -8%
PA
483
Parallel Advisors
California
$172K +$23.7K +97 +16%
GGI
484
Godsey & Gibb Inc
Virginia
$159K
S
485
SignatureFD
Georgia
$155K +$8.05K +33 +5%
HNB
486
Huntington National Bank
Ohio
$142K -$976 -4 -0.7%
CI Investments Inc
487
CI Investments Inc
Ontario, Canada
$137K +$22.2K +91 +19%
NIMI
488
Natixis Investment Managers International
France
$135K
C
489
Covestor
United Kingdom
$133K +$50.2K +206 +61%
FHA
490
First Horizon Advisors
Tennessee
$128K -$732 -3 -0.6%
Acadian Asset Management
491
Acadian Asset Management
Massachusetts
$128K
AA
492
Alta Advisers
United Kingdom
$122K
CI
493
CX Institutional
Indiana
$121K +$2.2K +9 +2%
DWA
494
Dougherty Wealth Advisers
Minnesota
$115K
CTC
495
Central Trust Company
Missouri
$112K -$9.27K -38 -8%
MG
496
Mather Group
Illinois
$109K +$109K +504 New
Federated Hermes
497
Federated Hermes
Pennsylvania
$104K -$10.7K -44 -9%
QC
498
Quent Capital
New York
$102K
OCM
499
Orion Capital Management
California
$101K
BBHC
500
Brown Brothers Harriman & Co
New York
$97.6K