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IDEX
IEX

Overview Fund Activity

572 hedge funds and large institutions have $14.1B invested in IDEX in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-12
Holders Change %
-2.05%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
234
Reduced
183
Closed
60
Calls
$4.32M
Puts
$9.93M
Net Calls
-$5.61M
Net Calls Change
-$1.66M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$436M
2
CVA
2
Ceredex Value Advisors
Florida
$65.6M
3
CIP
3
Champlain Investment Partners
Vermont
$215M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$208M
5
Citadel Advisors
5
Citadel Advisors
Florida
$50.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$81.7M
2
Invesco
2
Invesco
Georgia
$270M
3
Victory Capital Management
3
Victory Capital Management
Texas
$25.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$673M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
551
Global Financial Private Client
Florida
$2.88K – – –
SC
552
Stephens Consulting
Michigan
$2.88K – – –
MCM
553
MV Capital Management
Maryland
$2K -$889 -4 -31%
KFP
554
KB Financial Partners
New Jersey
$2K – – –
ZB
555
Zions Bancorporation
Utah
$2K – – –
ADL
556
Asset Dedication LLC
California
$2K – – –
SC
557
Schubert & Co
Texas
$2K +$750 +3 +60%
DI
558
Disciplined Investments
Oklahoma
$2K +$2K +8 New
CI
559
Cordant Inc
Oregon
$2K +$2K +10 New
CAL
560
Capital Advisors Ltd
Ohio
$2K +$2K +11 New
GKIM
561
GW&K Investment Management
Massachusetts
$2K +$2K +12 New
Koshinski Asset Management
562
Koshinski Asset Management
Illinois
$1.92K +$767 +4 +67%
SWA
563
Sutton Wealth Advisors
Florida
$1.53K – – –
TWC
564
TD Waterhouse Canada
Ontario, Canada
$1.2K -$1.45K -6 -55%
BAM
565
Bellevue Asset Management
Washington
$1K -$500 -1 -33%
LIM
566
Longfellow Investment Management
Massachusetts
$1K – – –
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$1K +$333 +2 +50%
GA
568
GoalVest Advisory
New York
$1K +$1K +3 New
MCM
569
Manchester Capital Management
Vermont
$1K +$1K +7 New
CWM
570
Cabot Wealth Management
Massachusetts
– -$9.54M -40,351 Closed
SC
571
Shellback Capital
Massachusetts
– -$9.28M -39,266 Closed
Balyasny Asset Management
572
Balyasny Asset Management
Illinois
– -$9.15M -38,718 Closed
Walleye Capital
573
Walleye Capital
New York
– -$8.72M -36,910 Closed
CP
574
Castleview Partners
Texas
– -$50 -11,816 Closed
SFI
575
Susquehanna Fundamental Investments
Pennsylvania
– -$2.36M -10,000 Closed
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