IEX icon

IDEX
IEX

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
Brown Advisory
Maryland
$198M
5
CAM
Congress Asset Management
Massachusetts
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
551
Blue Trust Inc
Georgia
$15K -$131K -629 -90%
PA
552
Pineridge Advisors
Missouri
$14.1K +$14.1K +65 New
GWS
553
Glassman Wealth Services
Virginia
$13.9K +$5.21K +24 +60%
FFA
554
Frazier Financial Advisors
Ohio
$12.8K +$12.8K +59 New
LFA
555
LGT Financial Advisors
Texas
$12.6K -$434 -2 -3%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$11.7K – – –
WB
557
Webster Bank
Connecticut
$11.7K – – –
BGAI
558
Bruce G. Allen Investments
Colorado
$11.5K +$11.5K +53 New
AAP
559
Arax Advisory Partners
Colorado
$11.3K – – –
KWAG
560
Kiely Wealth Advisory Group
North Carolina
$11.1K +$11.1K +53 New
SWA
561
SOA Wealth Advisors
New York
$11.1K – – –
TCWA
562
Turtle Creek Wealth Advisors
Texas
$10.9K +$10.9K +50 New
BWM
563
Baystate Wealth Management
Massachusetts
$10K – – –
PC
564
Pier Capital
Connecticut
$9.77K +$9.77K +45 New
FUBT
565
First United Bank & Trust
Maryland
$9.77K +$9.77K +45 New
VCM
566
Versant Capital Management
Arizona
$9.34K +$434 +2 +5%
PTC
567
Private Trust Company
Ohio
$9.12K +$5.65K +26 +163%
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$8.9K -$25K -115 -74%
JWM
569
Janiczek Wealth Management
Colorado
$8.69K +$434 +2 +5%
CQS
570
Credential Qtrade Securities
$8.68K – – –
CFD
571
Creative Financial Designs
Indiana
$8.68K – – –
GI
572
GAMMA Investing
California
$8.67K +$8.67K +41 New
IRC
573
Investors Research Corp
Georgia
$8.47K – – –
RFG
574
RFP Financial Group
Georgia
$8.47K +$8.47K +39 New
VNA
575
Valley National Advisers
Pennsylvania
$8K +$205 +1 +3%
21 22
23
24 25