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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 %
BIA
526
Bell Investment Advisors
California
$28.1K – – –
PFBT
527
Parkside Financial Bank & Trust
Missouri
$26.7K +$1.83K +8 +7%
CFO
528
CVA Family Office
Colorado
$26.5K – – –
HI
529
Harbour Investments
Wisconsin
$24.2K +$1.6K +7 +7%
BSB
530
Bangor Savings Bank
Maine
$23K – – –
LS
531
Livforsakringsbolaget Skandia
Sweden
$22.8K +$22.8K +100 New
Northwestern Mutual Wealth Management
532
Northwestern Mutual Wealth Management
Wisconsin
$22.2K +$4.12K +18 +23%
AAP
533
Arax Advisory Partners
Colorado
$21K +$3.66K +16 +21%
HIA
534
Harbor Investment Advisory
Maryland
$21K – – –
IAS
535
IMA Advisory Services
Colorado
$20.1K – – –
TCOV
536
Trust Company of Vermont
Vermont
$18.7K – – –
EDRH
537
Edmond de Rothschild Holding
Switzerland
$18.3K +$18.3K +80 New
BWAM
538
Boyd Watterson Asset Management
Ohio
$17.1K +$17.1K +75 New
SC
539
Steph & Co
Wisconsin
$17K – – –
SSG
540
Summit Securities Group
New York
$17K +$17K +76 New
SFCL
541
Strengthening Families & Communities LLC
Massachusetts
$16K – – –
CHC
542
City Holding Co
West Virginia
$16K – – –
GWM
543
Geneos Wealth Management
Colorado
$16K +$16K +70 New
VCM
544
Vigilant Capital Management
Maine
$14K – – –
EIM
545
Essex Investment Management
Massachusetts
$14K – – –
EWA
546
EverSource Wealth Advisors
Alabama
$13.7K -$1.14K -5 -8%
BAAM
547
Baker Avenue Asset Management
California
$13.5K +$13.5K +59 New
JWM
548
Janiczek Wealth Management
Colorado
$13K +$4.97K +21 +62%
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$12.3K – – –
TFS
550
TrustCore Financial Services
Tennessee
$12.1K -$12.6K -55 -51%
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