613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
S
501
SignatureFD
Georgia
$124K +$9.78K +47 +9%
CA
502
Clearstead Advisors
Ohio
$121K +$33.5K +161 +38%
HNB
503
Huntington National Bank
Ohio
$121K +$6.66K +32 +6%
T
504
TOBAM
France
$121K +$121K +582 New
NIMI
505
Natixis Investment Managers International
France
$115K -$7.49K -36 -6%
UB
506
UMB Bank
Missouri
$110K -$17.5K -84 -14%
Acadian Asset Management
507
Acadian Asset Management
Massachusetts
$109K -$953K -4,609 -90%
QCG
508
Quadrant Capital Group
Ohio
$108K +$3.95K +19 +4%
AA
509
Alta Advisers
United Kingdom
$104K -$20.8K -100 -17%
CTC
510
Central Trust Company
Missouri
$103K +$1.04K +5 +1%
FHA
511
First Horizon Advisors
Tennessee
$102K -$624 -3 -0.6%
IA
512
IFP Advisors
Florida
$99.4K -$9.15K -44 -8%
DWA
513
Dougherty Wealth Advisers
Minnesota
$98.4K
Federated Hermes
514
Federated Hermes
Pennsylvania
$93K +$30.6K +147 +49%
SIM
515
Sentry Investment Management
Wisconsin
$91K -$13.1K -63 -13%
EBA
516
Eagle Bay Advisors
New York
$90K +$15K +72 +20%
BBHC
517
Brown Brothers Harriman & Co
New York
$86.3K +$3.12K +15 +4%
OCM
518
Orion Capital Management
California
$85.9K +$85.9K +413 New
QC
519
Quent Capital
New York
$84.7K
HCM
520
Hollencrest Capital Management
California
$83.2K
QPBE
521
Quintet Private Bank (Europe)
Luxembourg
$72.6K -$624 -3 -0.9%
FDCDDQ
522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.5K -$60.7K -292 -46%
CSPIA
523
Cary Street Partners Investment Advisory
Virginia
$70.5K +$16.6K +80 +31%
CCA
524
Column Capital Advisors
Indiana
$65.9K
WPA
525
West Paces Advisors
Georgia
$64.5K