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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
LA
626
LBP AM
France
– -$2.59M -12,428 Closed
Marshall Wace
627
Marshall Wace
United Kingdom
– -$2.16M -10,407 Closed
LWCA
628
Locust Wood Capital Advisers
New York
– -$1.72M -8,250 Closed
CI
629
Cooper Investors
Australia
– -$1.35M -6,270 Closed
SM
630
Sciencast Management
New Jersey
– -$912K -4,386 Closed
TCM
631
Teza Capital Management
Illinois
– -$823K -3,957 Closed
TC
632
Toews Corporation
New Jersey
– -$790K -3,800 Closed
MYIA
633
Mount Yale Investment Advisors
Colorado
– -$766K -3,683 Closed
VEA
634
Virtus ETF Advisers
New York
– -$731K -3,513 Closed
UFF
635
USA Financial Formulas
Michigan
– -$725K -3,483 Closed
KeyBank National Association
636
KeyBank National Association
Ohio
– -$711K -3,418 Closed
UH
637
Unigestion Holding
Switzerland
– -$689K -3,296 Closed
EGM
638
Engineers Gate Manager
New York
– -$683K -3,283 Closed
NG
639
Norden Group
Utah
– -$682K -3,276 Closed
MF
640
Magnetar Financial
Illinois
– -$580K -2,786 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
641
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$532K -2,558 Closed
BTWM
642
Baker Tilly Wealth Management
Wisconsin
– -$499K -2,401 Closed
OQS
643
Occudo Quantitative Strategies
Florida
– -$499K -2,400 Closed
MOS
644
MGO One Seven
Ohio
– -$484K -2,328 Closed
PWG
645
Portside Wealth Group
Utah
– -$471K -2,264 Closed
AIM
646
Achmea Investment Management
Netherlands
– -$448K -2,152 Closed
SC
647
SRB Corp
Massachusetts
– -$436K -2,098 Closed
SEC
648
Seven Eight Capital
New York
– -$404K -1,940 Closed
CFG
649
Cooper Financial Group
California
– -$351K -1,688 Closed
BC
650
Bridgefront Capital
Texas
– -$345K -1,658 Closed
24 25
26
27 28

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.