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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
MM
651
MQS Management
New York
– -$344K -1,654 Closed
AWS
652
Atria Wealth Solutions
New York
– -$341K -1,638 Closed
NP
653
Nilsine Partners
Colorado
– -$327K -1,572 Closed
AWAU
654
Alliance Wealth Advisors (Utah)
Utah
– -$327K -1,571 Closed
CW
655
CreativeOne Wealth
Kansas
– -$321K -1,543 Closed
KA
656
Kintegral Advisory
New York
– -$290K -1,393 Closed
LWAM
657
Legacy Wealth Asset Management
Minnesota
– -$276K -1,327 Closed
CCS
658
Concentric Capital Strategies
Connecticut
– -$265K -1,273 Closed
WPC
659
Wedmont Private Capital
Pennsylvania
– -$254K -1,219 Closed
HWM
660
HB Wealth Management
Georgia
– -$253K -1,218 Closed
YIA
661
YHB Investment Advisors
Connecticut
– -$253K -1,214 Closed
LGF
662
LGT Group Foundation
Liechtenstein
– -$272K -1,194 Closed
CNBT
663
Canandaigua National Bank & Trust
New York
– -$238K -1,145 Closed
ATC
664
Argent Trust Co
Tennessee
– -$226K -1,088 Closed
FMAEN1
665
Fund Management at Engine No 1
California
– -$225K -1,081 Closed
EARNEST Partners
666
EARNEST Partners
Georgia
– -$213K -1,025 Closed
VFA
667
Values First Advisors
Tennessee
– -$213K -1,024 Closed
VCM
668
Virtue Capital Management
Tennessee
– -$215K -1,019 Closed
WAG
669
Wallace Advisory Group
California
– -$213K -988 Closed
GHA
670
GW Henssler & Associates
Georgia
– -$204K -981 Closed
XT
671
XTX Topco
Cayman Islands
– -$204K -980 Closed
OFS
672
OneAscent Financial Services
Alabama
– -$200K -960 Closed
BCM
673
BluePath Capital Management
Georgia
– -$190K -913 Closed
AAF
674
Andra AP-fonden
Sweden
– -$166K -800 Closed
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
– -$70.5K -339 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.