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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$87.1M
3
PFM
3
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
5
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
526
TD Private Client Wealth
New York
$35.6K -$1.62K -7 -4%
Lazard Asset Management
527
Lazard Asset Management
New York
$35K -$3.4M -15,249 -99%
WT
528
Whittier Trust
California
$34.9K – – –
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.7K – – –
PB
530
Pinnacle Bancorp
Nebraska
$34.7K – – –
SSG
531
Summit Securities Group
New York
$34K +$16.5K +72 +95%
RTC
532
Riverview Trust Company
Washington
$32.8K – – –
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$32.4K +$9.95K +43 +44%
BIA
534
Bell Investment Advisors
California
$28.9K +$462 +2 +2%
DIP
535
DT Investment Partners
Pennsylvania
$28.1K – – –
CFO
536
CVA Family Office
Colorado
$26.8K – – –
PFBT
537
Parkside Financial Bank & Trust
Missouri
$26.6K -$462 -2 -2%
EWA
538
EverSource Wealth Advisors
Alabama
$26.3K +$12.5K +54 +90%
HI
539
Harbour Investments
Wisconsin
$24.5K – – –
BSB
540
Bangor Savings Bank
Maine
$23.1K – – –
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$23.1K +$13.6K +59 +144%
LS
542
Livforsakringsbolaget Skandia
Sweden
$23.1K – – –
HFM
543
Harvest Fund Management
China
$23K -$43.7K -190 -66%
HIA
544
Harbor Investment Advisory
Maryland
$21.3K – – –
IAS
545
IMA Advisory Services
Colorado
$20.3K – – –
TCOV
546
Trust Company of Vermont
Vermont
$18.9K – – –
BWAM
547
Boyd Watterson Asset Management
Ohio
$17.3K – – –
SC
548
Steph & Co
Wisconsin
$17.1K – – –
AAP
549
Arax Advisory Partners
Colorado
$16.2K -$5.09K -22 -24%
CHC
550
City Holding Co
West Virginia
$16.2K – – –
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