IEX icon

IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$167M
3
Ameriprise
Ameriprise
Minnesota
$76.7M
4
Amundi
Amundi
France
$261M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$31.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
Invesco
Georgia
$212M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
Brown Advisory
Maryland
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
601
Asset Dedication LLC
California
$2K – – –
CWP
602
Concord Wealth Partners
Virginia
$1.66K – – –
JGIA
603
Jackson Grant Investment Advisers
Connecticut
$1.46K – – –
PWA
604
Provenance Wealth Advisors
Florida
$1.46K +$1.46K +7 New
LIM
605
Longfellow Investment Management
Massachusetts
$1.25K – – –
LFG
606
Larson Financial Group
Missouri
$1.25K +$1.25K +6 New
MCM
607
Manchester Capital Management
Vermont
$1.04K +$208 +1 +25%
FAM
608
Fred Alger Management
New York
$1.04K -$80.1K -385 -99%
CAL
609
Capital Advisors Ltd
Ohio
$1K – – –
FMP
610
Financial Management Professionals
Texas
$1K – – –
ECM
611
Everence Capital Management
Indiana
$591 -$601 -2,890 -50%
TWD
612
True Wealth Design
Ohio
$417 – – –
TWP
613
TFO Wealth Partners
Ohio
$215 – – –
Alyeska Investment Group
614
Alyeska Investment Group
Illinois
– -$18.2M -84,439 Closed
TC
615
TwinBeech Capital
New York
– -$17.9M -82,972 Closed
ECM
616
ExodusPoint Capital Management
New York
– -$17.3M -80,223 Closed
CSS
617
Cubist Systematic Strategies
Connecticut
– -$12.8M -59,355 Closed
WP
618
Woodline Partners
California
– -$12.6M -58,625 Closed
QT
619
Quantbot Technologies
New York
– -$8.08M -37,541 Closed
HF
620
HRT Financial
New York
– -$7.18M -33,374 Closed
JF
621
Jump Financial
Illinois
– -$5.75M -26,722 Closed
SG Americas Securities
622
SG Americas Securities
New York
– -$5.14M -23,871 Closed
Connor, Clark & Lunn Investment Management (CC&L)
623
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.27M -15,205 Closed
E
624
Ergoteles
New York
– -$2.83M -13,151 Closed
FC
625
FORA Capital
Florida
– -$2.5M -11,614 Closed
23 24
25
26 27