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 %
DGAM
526
Desjardins Global Asset Management
Quebec, Canada
$64.3K -$463K -2,228 -88%
C
527
Covestor
United Kingdom
$64K +$10K +48 +19%
ST
528
Smithfield Trust
Pennsylvania
$57K
PCM
529
Perritt Capital Management
Illinois
$52K
CFGS
530
Concourse Financial Group Securities
Alabama
$44.9K -$1.66K -8 -4%
EWA
531
EverSource Wealth Advisors
Alabama
$43.1K +$8.96K +43 +26%
Northwestern Mutual Wealth Management
532
Northwestern Mutual Wealth Management
Wisconsin
$42K +$14.4K +69 +52%
LC
533
Lindbrook Capital
California
$39.3K -$1.87K -9 -5%
SFCL
534
Strengthening Families & Communities LLC
Massachusetts
$39K +$3.77K +18 +11%
TPCW
535
TD Private Client Wealth
New York
$36.2K -$5.41K -26 -13%
WT
536
Whittier Trust
California
$32.5K +$1.04K +5 +3%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$32.5K +$8.95K +43 +38%
PB
538
Pinnacle Bancorp
Nebraska
$31.2K
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.2K
RTC
540
Riverview Trust Company
Washington
$29.5K
AF
541
Allworth Financial
California
$29.4K -$16K -77 -35%
DIP
542
DT Investment Partners
Pennsylvania
$28.3K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$27.3K +$3.12K +15 +13%
Lazard Asset Management
544
Lazard Asset Management
New York
$27K +$794 +4 +3%
WTC
545
WhitTier Trust Company
Nevada
$26K
BIA
546
Bell Investment Advisors
California
$23.3K -$624 -3 -3%
BC
547
Barrett & Company
Rhode Island
$21.8K +$21.8K +105 New
HFM
548
Harvest Fund Management
China
$21K
BSB
549
Bangor Savings Bank
Maine
$20.8K
LS
550
Livforsakringsbolaget Skandia
Sweden
$20.8K