634 hedge funds and large institutions have $15.7B invested in IDEX in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 237 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
80
Increased
212
Reduced
237
Closed
52
Calls
$474K
Puts
$2.91M
Net Calls
-$2.43M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
551
Simplex Trading
Illinois
$36K +$36K +169 New
EWA
552
EverSource Wealth Advisors
Alabama
$35.3K +$10.8K +50 +44%
WT
553
Whittier Trust
California
$32.5K
PB
554
Pinnacle Bancorp
Nebraska
$32.3K
LWANC
555
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.3K
RTC
556
Riverview Trust Company
Washington
$30.6K
DIP
557
DT Investment Partners
Pennsylvania
$30.2K
Northwestern Mutual Wealth Management
558
Northwestern Mutual Wealth Management
Wisconsin
$28.7K -$1.51K -7 -5%
Lazard Asset Management
559
Lazard Asset Management
New York
$28K -$5.3K -25 -16%
WTC
560
WhitTier Trust Company
Nevada
$26.9K -$25.8K -120 -49%
CFO
561
CVA Family Office
Colorado
$26K +$1.08K +5 +4%
PFBT
562
Parkside Financial Bank & Trust
Missouri
$25K +$215 +1 +0.9%
BIA
563
Bell Investment Advisors
California
$24.8K -$2.15K -10 -8%
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$24.3K +$2.8K +13 +13%
HFM
565
Harvest Fund Management
China
$22K
BSB
566
Bangor Savings Bank
Maine
$21.5K
LS
567
Livforsakringsbolaget Skandia
Sweden
$21.5K
SSG
568
Summit Securities Group
New York
$21K -$10.4K -49 -33%
FA
569
Fiduciary Alliance
South Carolina
$20.5K -$2.79M -12,950 -99%
HIA
570
Harbor Investment Advisory
Maryland
$20.2K +$431 +2 +2%
IAS
571
IMA Advisory Services
Colorado
$18.9K
KFI
572
Key Financial Inc
Pennsylvania
$16.6K +$4.09K +19 +33%
PTC
573
Private Trust Company
Ohio
$16.6K +$13.1K +61 +381%
BWAM
574
Boyd Watterson Asset Management
Ohio
$16.1K
SC
575
Steph & Co
Wisconsin
$15.9K