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IDEX
IEX

618 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $15.4B → $16.6B (+$1.18B)

3.08% more ownership

Funds ownership: 98.2% → 101.29% (+3.1%)

0% more funds holding

Funds holding: 617 → 618 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

18% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 244

43% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $2.04M

Holders
618
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
80
Increased
200
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
+$560M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$168M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$127M
4
Amundi
Amundi
France
+$83.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$56.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$230M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$146M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$115M
4
Brown Advisory
Brown Advisory
Maryland
-$114M
5
CAM
Congress Asset Management
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
601
Advisornet Financial
Minnesota
$2.39K +$202 +1 +10%
SL
602
Salomon & Ludwin
Virginia
$2.29K – – –
DPW
603
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$2.02K +10 New
ADL
604
Asset Dedication LLC
California
$2K – – –
MCM
605
MV Capital Management
Maryland
$1.74K -$2.22K -11 -58%
SIC
606
SJS Investment Consulting
Ohio
$1.74K -$1.01K -5 -38%
JGIA
607
Jackson Grant Investment Advisers
Connecticut
$1.52K – – –
PWA
608
Provenance Wealth Advisors
Florida
$1.3K -$202 -1 -14%
LIM
609
Longfellow Investment Management
Massachusetts
$1.3K – – –
S
610
Sachetta
Massachusetts
$1.3K +$1.21K +6 New
DF
611
Dunhill Financial
United Kingdom
$1.22K +$1.21K +6 New
AW
612
Avion Wealth
Texas
$1K +$605 +3 +100%
CCM
613
Chilton Capital Management
Texas
$869 +$807 +4 New
VWA
614
Valued Wealth Advisors
Utah
$625 +$605 +3 New
PI
615
PEAK6 Investments
Illinois
$593 -$234K -1,159 -100%
TWD
616
True Wealth Design
Ohio
$435 – – –
TFM
617
TFC Financial Management
Massachusetts
$435 +$403 +2 New
TWP
618
TFO Wealth Partners
Ohio
$217 – – –
DWM
619
Dogwood Wealth Management
Kansas
$3 – – –
ESCM
620
Echo Street Capital Management
New York
– -$61.9M -297,775 Closed
GCM
621
Greenland Capital Management
New York
– -$8.2M -39,436 Closed
VMPIC
622
Varma Mutual Pension Insurance Co
Finland
– -$7.15M -34,368 Closed
MPM
623
Meritage Portfolio Management
Kansas
– -$6.95M -33,396 Closed
TC
624
TownSquare Capital
Utah
– -$3.97M -19,084 Closed
TG
625
TCW Group
California
– -$3.46M -16,620 Closed
23 24
25
26 27

IEX Hedge Fund Activity: Q4 2023 in Review

618 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2023, worth a combined $16.6B — up 7.6% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IEX positions and 69 closed out — a net gain of 11 holders — while 200 added to existing stakes and 244 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $560M. The largest seller was AllianceBernstein, cutting an estimated $230M.

  • 618 institutional investors held IDEX (IEX) as of Q4 2023, up from 617 in Q3 2023.
  • Funds reported $16.6B of IDEX stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 80 funds opened new IDEX positions in Q4 2023 and 69 closed out, a net change of +11 holders.
  • The largest IDEX buyer in Q4 2023 was Morgan Stanley, an estimated $560M added.
  • The largest IDEX seller in Q4 2023 was AllianceBernstein, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2023.