613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
526
Lazard Asset Management
New York
$28K -$848 -4 -3%
PFBT
527
Parkside Financial Bank & Trust
Missouri
$27.8K -$651 -3 -2%
BC
528
Barrett & Company
Rhode Island
$27.2K +$4.35K +20 +19%
FFA
529
Farther Finance Advisors
California
$27.1K +$16.7K +77 +160%
WTC
530
WhitTier Trust Company
Nevada
$27.1K
NA
531
NewEdge Advisors
Louisiana
$25.2K +$12.6K +58 +100%
N
532
Natixis
France
$24.5K +$24.5K +113 New
BIA
533
Bell Investment Advisors
California
$24.3K
Loomis, Sayles & Company
534
Loomis, Sayles & Company
Massachusetts
$23K +$23K +106 New
PPC
535
Park Place Capital
Alabama
$22.1K -$139K -640 -86%
LS
536
Livforsakringsbolaget Skandia
Sweden
$21.7K
EC
537
EntryPoint Capital
New York
$21.7K +$21.7K +100 New
PWMG
538
Private Wealth Management Group
New Jersey
$21.1K +$21.1K +97 New
MRC
539
Millburn Ridgefield Corp
New York
$18.7K -$434 -2 -2%
CCA
540
Catalyst Capital Advisors
New York
$18.7K -$434 -2 -2%
EBA
541
Eagle Bay Advisors
New York
$18.6K -$75K -347 -80%
EIM
542
Essex Investment Management
Massachusetts
$18.2K +$4.78K +22 +35%
SWS
543
SYSTM Wealth Solutions
Illinois
$17.6K +$17.6K +81 New
LF
544
Lee Financial
Texas
$17.4K -$1.74K -8 -9%
HIA
545
Harbor Investment Advisory
Maryland
$16.9K -$3.04K -14 -15%
PB
546
Pinnacle Bancorp
Nebraska
$16.7K -$15.8K -73 -49%
KFI
547
Key Financial Inc
Pennsylvania
$16.7K
BWAM
548
Boyd Watterson Asset Management
Ohio
$16.3K
SC
549
Steph & Co
Wisconsin
$16.1K
CHC
550
City Holding Co
West Virginia
$15.2K