IDEX
617 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 209 increasing their positions, 244 reducing their positions, and 68 closing their positions.
1.81% more ownership
Funds ownership: 96.39% → 98.2% (+1.8%)
2% less capital invested
Capital invested by funds: $15.7B → $15.4B (-$240M)
3% less funds holding
Funds holding: 638 → 617 (-21)
14% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 244
25% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 68
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
77% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $4.87M
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$781M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$149M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$60.8M |
| 4 |
Amundi
Paris,
France
|
+$57M |
| 5 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$32.5M |
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$112M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$111M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$79.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.8M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$59.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
676
AssetMark Inc
Concord,
California
| – | -$1.94K | -9 | Closed |
|
|
IPW
677
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.94K | -9 | Closed |
|
|
DI
678
Disciplined Investments
Tulsa,
Oklahoma
| – | -$1.72K | -8 | Closed |
|
|
SIA
679
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$2K | -8 | Closed |
|
|
CAS
680
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.07K | -5 | Closed |
|
|
CPG
681
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$861 | -4 | Closed |
|
|
BAAM
682
Baker Avenue Asset Management
San Francisco,
California
| – | -$431 | -2 | Closed |
|
|
CA
683
Crewe Advisors
Salt Lake City,
Utah
| – | -$431 | -2 | Closed |
|
|
NRG
684
Nemes Rush Group
Novi,
Michigan
| – | -$431 | -2 | Closed |
|
|
AW
685
Avion Wealth
The Woodlands,
Texas
| – | +$651 | +3 | New |
|
IEX Hedge Fund Activity: Q3 2023 in Review
617 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2023, worth a combined $15.4B — down 1.5% from $15.7B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of IEX and 51 opened new positions — a net loss of 17 holders — while 244 trimmed existing stakes and 209 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $781M. The largest seller was AllianceBernstein, cutting an estimated $112M.
- 617 institutional investors held IDEX (IEX) as of Q3 2023, down from 638 in Q2 2023.
- Funds reported $15.4B of IDEX stock for Q3 2023, down 1.5% quarter-over-quarter.
- 51 funds opened new IDEX positions in Q3 2023 and 68 closed out, a net change of -17 holders.
- The largest IDEX buyer in Q3 2023 was T. Rowe Price Associates, an estimated $781M added.
- The largest IDEX seller in Q3 2023 was AllianceBernstein, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2023.