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IDEX
IEX

Overview Fund Activity

609 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, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$87.1M
3
PFM
3
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
5
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fundsmith LLP
51
Fundsmith LLP
United Kingdom
$60.9M – – –
GF
52
Gabelli Funds
New York
$60M -$889K -3,850 -1%
Renaissance Technologies
53
Renaissance Technologies
New York
$59.8M +$18.4M +79,487 +44%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$59.5M -$2.46M -10,634 -4%
Deutsche Bank
55
Deutsche Bank
Germany
$54.2M -$1.43M -6,190 -3%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$52.4M +$624K +2,701 +1%
Goldman Sachs
57
Goldman Sachs
New York
$52.2M -$12.6M -54,683 -19%
BNP Paribas Asset Management
58
BNP Paribas Asset Management
France
$50.5M +$883K +3,821 +2%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$49.3M -$3.75M -16,226 -7%
GI
60
GAMCO Investors
Connecticut
$48.2M -$485K -2,100 -1%
Robeco Institutional Asset Management
61
Robeco Institutional Asset Management
Netherlands
$48.2M -$4.28M -18,526 -8%
Franklin Resources
62
Franklin Resources
California
$47.9M -$1.44M -6,247 -3%
Capital World Investors
63
Capital World Investors
California
$46.2M – – –
PFM
64
Premier Fund Managers
United Kingdom
$45.4M +$45.4M +200,000 New
VOYA Investment Management
65
VOYA Investment Management
Georgia
$42.3M -$390K -1,688 -0.9%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$42M -$17.2M -74,631 -29%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$40.6M +$7.67M +33,216 +23%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$40.5M -$122K -527 -0.3%
Zurich Cantonal Bank
69
Zurich Cantonal Bank
Switzerland
$40M +$765K +3,312 +2%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$39.8M -$6.63M -28,694 -14%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$39.2M +$2.7M +11,694 +7%
CS
72
Credit Suisse
Switzerland
$34.7M +$1.05M +4,560 +3%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$32.2M -$405K -1,752 -1%
GCM
74
Geneva Capital Management
Wisconsin
$32M -$564K -2,443 -2%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$30.4M +$4.22M +18,285 +16%
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