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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
601
Everence Capital Management
Indiana
$975 +$327 +1,430 +50%
MCM
602
MV Capital Management
Maryland
$913 – – –
LF
603
Lee Financial
Texas
$685 – – –
PI
604
PEAK6 Investments
Illinois
$519 -$706K -2,719 -100%
AA
605
Addison Advisors
Vermont
$457 – – –
TWD
606
True Wealth Design
Ohio
$457 +$457 +2 New
MYAM
607
Meiji Yasuda Asset Management
Japan
$389 – – –
TWP
608
TFO Wealth Partners
Ohio
$243 +$243 +3 New
FCA
609
Fortis Capital Advisors
Kansas
$228 +$228 +1 New
Alyeska Investment Group
610
Alyeska Investment Group
Illinois
– -$27.1M -135,676 Closed
Two Sigma Investments
611
Two Sigma Investments
New York
– -$15.3M -76,442 Closed
ECM
612
ExodusPoint Capital Management
New York
– -$14.7M -73,458 Closed
IP
613
Interval Partners
New York
– -$7.86M -39,338 Closed
Balyasny Asset Management
614
Balyasny Asset Management
Illinois
– -$6.4M -32,026 Closed
JF
615
Jump Financial
Illinois
– -$5.53M -27,641 Closed
AMI
616
Amica Mutual Insurance
Rhode Island
– -$2.98M -14,902 Closed
AI
617
AdvisorShares Investments
Maryland
– -$981K -4,910 Closed
ACM
618
AlphaCrest Capital Management
New York
– -$658K -3,293 Closed
QC
619
Quadrature Capital
United Kingdom
– -$569K -2,844 Closed
TAM
620
Tocqueville Asset Management
New York
– -$500K -2,500 Closed
OPPTF
621
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$381K -1,869 Closed
ARMT
622
Amica Retiree Medical Trust
Rhode Island
– -$358K -1,789 Closed
ZCA
623
Zeke Capital Advisors
Pennsylvania
– -$339K -1,695 Closed
AWM
624
Axxcess Wealth Management
California
– -$320K -1,599 Closed
PAG
625
Private Advisor Group
New Jersey
– -$266K -1,333 Closed
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