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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.

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

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$198M
5
CAM
5
Congress Asset Management
Massachusetts
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
601
SJS Investment Consulting
Ohio
$1.74K -$1.09K -5 -38%
JGIA
602
Jackson Grant Investment Advisers
Connecticut
$1.52K – – –
PWA
603
Provenance Wealth Advisors
Florida
$1.3K -$217 -1 -14%
LIM
604
Longfellow Investment Management
Massachusetts
$1.3K – – –
S
605
Sachetta
Massachusetts
$1.3K +$1.3K +6 New
DF
606
Dunhill Financial
United Kingdom
$1.22K +$1.22K +6 New
AW
607
Avion Wealth
Texas
$1K +$500 +3 +100%
CCM
608
Chilton Capital Management
Texas
$869 +$869 +4 New
VWA
609
Valued Wealth Advisors
Utah
$625 +$625 +3 New
PI
610
PEAK6 Investments
Illinois
$593 -$229K -1,159 -100%
TWD
611
True Wealth Design
Ohio
$435 – – –
TFM
612
TFC Financial Management
Massachusetts
$435 +$435 +2 New
TWP
613
TFO Wealth Partners
Ohio
$217 – – –
DWM
614
Dogwood Wealth Management
Kansas
$3 – – –
ESCM
615
Echo Street Capital Management
New York
– -$61.9M -297,775 Closed
GCM
616
Greenland Capital Management
New York
– -$8.2M -39,436 Closed
VMPIC
617
Varma Mutual Pension Insurance Co
Finland
– -$7.15M -34,368 Closed
MPM
618
Meritage Portfolio Management
Kansas
– -$6.95M -33,396 Closed
TC
619
TownSquare Capital
Utah
– -$3.97M -19,084 Closed
TG
620
TCW Group
California
– -$3.46M -16,620 Closed
LA
621
LBP AM
France
– -$2.59M -12,428 Closed
Marshall Wace
622
Marshall Wace
United Kingdom
– -$2.16M -10,407 Closed
LWCA
623
Locust Wood Capital Advisers
New York
– -$1.72M -8,250 Closed
CI
624
Cooper Investors
Australia
– -$1.35M -6,270 Closed
SM
625
Sciencast Management
New Jersey
– -$912K -4,386 Closed
23 24
25
26 27