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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$87.1M
3
PFM
3
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
5
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
651
Beaird Harris Wealth Management
Texas
– -$3.2K -14 Closed
RA
652
Rise Advisors
New York
– -$2.28K -10 Closed
LF
653
Lee Financial
Texas
– -$685 -3 Closed
AA
654
Addison Advisors
Vermont
– -$457 -2 Closed
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