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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.

New
Increased
Maintained
Reduced
Closed
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 %
KA
651
Kintegral Advisory
New York
– -$290K -1,393 Closed
LWAM
652
Legacy Wealth Asset Management
Minnesota
– -$276K -1,327 Closed
CCS
653
Concentric Capital Strategies
Connecticut
– -$265K -1,273 Closed
WPC
654
Wedmont Private Capital
Pennsylvania
– -$254K -1,219 Closed
HWM
655
HB Wealth Management
Georgia
– -$253K -1,218 Closed
YIA
656
YHB Investment Advisors
Connecticut
– -$253K -1,214 Closed
LGF
657
LGT Group Foundation
Liechtenstein
– -$272K -1,194 Closed
CNBT
658
Canandaigua National Bank & Trust
New York
– -$238K -1,145 Closed
ATC
659
Argent Trust Co
Tennessee
– -$226K -1,088 Closed
FMAEN1
660
Fund Management at Engine No 1
California
– -$225K -1,081 Closed
EARNEST Partners
661
EARNEST Partners
Georgia
– -$213K -1,025 Closed
VFA
662
Values First Advisors
Tennessee
– -$213K -1,024 Closed
VCM
663
Virtue Capital Management
Tennessee
– -$215K -1,019 Closed
WAG
664
Wallace Advisory Group
California
– -$213K -988 Closed
GHA
665
GW Henssler & Associates
Georgia
– -$204K -981 Closed
XT
666
XTX Topco
Cayman Islands
– -$204K -980 Closed
OFS
667
OneAscent Financial Services
Alabama
– -$200K -960 Closed
BCM
668
BluePath Capital Management
Georgia
– -$190K -913 Closed
AAF
669
Andra AP-fonden
Sweden
– -$166K -800 Closed
CSPIA
670
Cary Street Partners Investment Advisory
Virginia
– -$70.5K -339 Closed
RTC
671
Riverview Trust Company
Washington
– -$29.5K -142 Closed
BSB
672
Bangor Savings Bank
Maine
– -$20.8K -100 Closed
HFM
673
Harvest Fund Management
China
– -$21K -100 Closed
IAS
674
IMA Advisory Services
Colorado
– -$18.3K -88 Closed
SC
675
SouthState Corp
Florida
– -$7.49K -36 Closed
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