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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Market Value Shares Shares
Change 		Shares
Change %
Fundsmith LLP
51
Fundsmith LLP
United Kingdom
$60.2M 263,740 +167,812 +175%
GF
52
Gabelli Funds
New York
$60.2M 263,600 -1,000 -0.4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$58.5M 256,398 +67,945 +36%
Prudential Financial
54
Prudential Financial
New Jersey
$57.2M 250,422 +119,722 +92%
Deutsche Bank
55
Deutsche Bank
Germany
$55M 240,858 +13,855 +6%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$52.4M 229,437 -9,813 -4%
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$51.9M 227,140 +206,038 +976%
Nuveen Asset Management
58
Nuveen Asset Management
Illinois
$51.2M 224,246 +16,842 +8%
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$49M 214,762 +28,373 +15%
Franklin Resources
60
Franklin Resources
California
$48.7M 213,453 +2,315 +1%
GI
61
GAMCO Investors
Connecticut
$48.1M 210,718 -4,950 -2%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$45.9M 201,111 -1,484 -0.7%
Capital World Investors
63
Capital World Investors
California
$45.7M 200,000 – –
VOYA Investment Management
64
VOYA Investment Management
Georgia
$42.2M 184,718 -2,306 -1%
Renaissance Technologies
65
Renaissance Technologies
New York
$41M 179,438 +84,638 +89%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$40.1M 175,804 -3,505 -2%
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$38.8M 170,007 +53,280 +46%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$36.1M 158,075 +9,136 +6%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$35.8M 156,731 -29,105 -16%
CS
70
Credit Suisse
Switzerland
$33.3M 145,736 -60,405 -29%
Ameriprise
71
Ameriprise
Minnesota
$32.7M 143,424 +7,871 +6%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$32.5M 142,545 +74,412 +109%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$32.2M 141,050 +17,176 +14%
GCM
74
Geneva Capital Management
Wisconsin
$32.2M 140,943 -11,669 -8%
Axa
75
Axa
France
$31M 135,572 -10,789 -7%
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