603 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 223 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
8.72%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
70
Increased
205
Reduced
223
Closed
87
Calls
$6.49M
Puts
$7.1M
Net Calls
-$614K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
526
Dunhill Financial
United Kingdom
$19.4K +$1.92K +9 +11%
EIM
527
Essex Investment Management
Massachusetts
$18K
AWM
528
Abound Wealth Management
Tennessee
$17.4K
FIA
529
FNY Investment Advisers
New York
$17K +$17K +81 New
NAAA
530
New Age Alpha Advisors
New York
$16.9K +$16.9K +79 New
PB
531
Pinnacle Bancorp
Nebraska
$16.5K
KFI
532
Key Financial Inc
Pennsylvania
$16.5K
SFA
533
Semmax Financial Advisors
North Carolina
$15.3K +$8.02K +35 +109%
CHC
534
City Holding Co
West Virginia
$15K
WSFS
535
Wilmington Savings Fund Society
Delaware
$15K +$15K +70 New
T
536
TOBAM
France
$15K -$2.14K -10 -13%
SFCL
537
Strengthening Families & Communities LLC
Massachusetts
$13.9K
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$13.7K +$4.29K +20 +45%
FFA
539
Frazier Financial Advisors
Ohio
$12.7K
LFA
540
LGT Financial Advisors
Texas
$12.4K
KWAG
541
Kiely Wealth Advisory Group
North Carolina
$12.1K
WB
542
Webster Bank
Connecticut
$11.6K -$8.58K -40 -43%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$11.6K
BGAI
544
Bruce G. Allen Investments
Colorado
$10.7K
BWAM
545
Boyd Watterson Asset Management
Ohio
$10.7K
PWMG
546
Private Wealth Management Group
New Jersey
$10.3K
FUBT
547
First United Bank & Trust
Maryland
$9.65K
PC
548
Pier Capital
Connecticut
$9.65K
PTC
549
Private Trust Company
Ohio
$9.01K -$5.58K -26 -38%
VCM
550
Versant Capital Management
Arizona
$8.8K