IDEX
613 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, 185 increasing their positions, 260 reducing their positions, and 46 closing their positions.
13% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 46
3% more capital invested
Capital invested by funds: $16.5B → $17B (+$515M)
0% less funds holding
Funds holding: 614 → 613 (-1)
0.76% less ownership
Funds ownership: 98.51% → 97.74% (-0.76%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
29% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 260
69% less call options, than puts
Call options by funds: $3.39M | Put options by funds: $11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$259M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$55.7M |
| 3 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$45.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$41.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$130M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$82.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.3M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$63.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$39.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
651
Activest Wealth Management
Aventure,
Florida
| – | -$5.71K | -25 | Closed |
|
652
Twin Tree Management
Dallas,
Texas
| – | -$5.71K | -25 | Closed |
|
|
CA
653
Crewe Advisors
Salt Lake City,
Utah
| – | -$4.34K | -19 | Closed |
|
|
HDIM
654
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$4K | -16 | Closed |
|
|
BHWM
655
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$3.2K | -14 | Closed |
|
|
RA
656
Rise Advisors
Rochester,
New York
| – | -$2.28K | -10 | Closed |
|
|
LF
657
Lee Financial
Dallas,
Texas
| – | -$685 | -3 | Closed |
|
|
AA
658
Addison Advisors
Middlebury,
Vermont
| – | -$457 | -2 | Closed |
|
IEX Hedge Fund Activity: Q1 2023 in Review
613 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2023, worth a combined $17B — up 3.1% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IEX positions and 46 closed out — a net gain of 6 holders — while 185 added to existing stakes and 260 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $259M. The largest seller was Nordea Investment Management, cutting an estimated $130M.
- 613 institutional investors held IDEX (IEX) as of Q1 2023, down from 614 in Q4 2022.
- Funds reported $17B of IDEX stock for Q1 2023, up 3.1% quarter-over-quarter.
- 52 funds opened new IDEX positions in Q1 2023 and 46 closed out, a net change of +6 holders.
- The largest IDEX buyer in Q1 2023 was T. Rowe Price Associates, an estimated $259M added.
- The largest IDEX seller in Q1 2023 was Nordea Investment Management, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2023.