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IDEX
IEX

Overview Fund Activity

561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M
5
Millennium Management
5
Millennium Management
New York
$99.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$170M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$2.62M
3
Ameriprise
3
Ameriprise
Minnesota
$26.3M
4
Capital World Investors
4
Capital World Investors
California
$36.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
CII
576
Capital International Inc
California
– -$711K -3,710 Closed
CI
577
Capital International
California
– -$656K -3,419 Closed
GAM
578
Gotham Asset Management
New York
– -$600K -3,129 Closed
SO
579
STRS Ohio
Ohio
– -$590K -3,082 Closed
EAM
580
EULAV Asset Management
Florida
– -$575K -3,000 Closed
MM
581
MQS Management
New York
– -$556K -2,902 Closed
OTL
582
Oak Thistle LLC
New York
– -$468K -2,440 Closed
GCM
583
Graham Capital Management
Connecticut
– -$416K -2,171 Closed
CIS
584
Capital International Sarl
California
– -$357K -1,862 Closed
MC
585
Machina Capital
France
– -$326K -1,700 Closed
Nomura Holdings
586
Nomura Holdings
Japan
– -$326K -1,695 Closed
BC
587
Bridgefront Capital
Texas
– -$287K -1,496 Closed
TCM
588
Teza Capital Management
Illinois
– -$271K -1,414 Closed
SC
589
Sonen Capital
California
– -$259K -1,350 Closed
CI
590
Cigna Investments
Connecticut
– -$249K -1,298 Closed
KAS
591
Kestra Advisory Services
Texas
– -$244K -1,271 Closed
IRF
592
IBM Retirement Fund
New York
– -$231K -1,205 Closed
FCH
593
Freestone Capital Holdings
Washington
– -$225K -1,174 Closed
BPA
594
Beacon Pointe Advisors
California
– -$205K -1,071 Closed
GD
595
Grandfield & Dodd
New York
– -$200K -1,062 Closed
RJT
596
Raymond James Trust
Florida
– -$203K -1,059 Closed
NIM
597
NuWave Investment Management
New Jersey
– -$162K -845 Closed
DGAM
598
Desjardins Global Asset Management
Quebec, Canada
– -$70K -369 Closed
SCA
599
Sandy Cove Advisors
Massachusetts
– -$45K -236 Closed
SLWA
600
San Luis Wealth Advisors
California
– -$49K -207 Closed
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