IEX icon

IDEX
IEX

Overview Fund Activity

613 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, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.78%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.37B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$167M
3
Ameriprise
3
Ameriprise
Minnesota
$76.7M
4
Amundi
4
Amundi
France
$261M
5
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$31.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
3
Invesco
Georgia
$212M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
5
Brown Advisory
Maryland
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
GKIM
51
GW&K Investment Management
Massachusetts
$63.9M 307,042 +90,466 +42%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$62.9M 302,504 +59,417 +24%
ESCM
53
Echo Street Capital Management
New York
$61.9M 297,775 -147,122 -33%
MPIA
54
Mountain Pacific Investment Advisers
Idaho
$58.8M 282,891 +156 +0.1%
RS
55
Robeco Schweiz
Switzerland
$58.3M 280,376 -124 -0%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$54.9M 263,930 +5,659 +2%
PC
57
Port Capital
Illinois
$52.7M 253,130 -77,943 -24%
Renaissance Technologies
58
Renaissance Technologies
New York
$51.9M 249,525 -74,300 -23%
Deutsche Bank
59
Deutsche Bank
Germany
$50.9M 244,610 +28,661 +13%
Swiss National Bank
60
Swiss National Bank
Switzerland
$50.6M 243,100 -29,900 -11%
GF
61
Gabelli Funds
New York
$50.2M 241,250 -2,600 -1%
BNP Paribas Asset Management
62
BNP Paribas Asset Management
France
$46.8M 225,111 +3,799 +2%
PFM
63
Premier Fund Managers
United Kingdom
$46M 220,000 – –
Two Sigma Advisers
64
Two Sigma Advisers
New York
$45.4M 218,300 +66,900 +44%
CS
65
Credit Suisse
Switzerland
$45.1M 216,629 +63,034 +41%
Nuveen Asset Management
66
Nuveen Asset Management
Illinois
$43.3M 208,377 -10,526 -5%
Capital World Investors
67
Capital World Investors
California
$41.6M 200,000 – –
GI
68
GAMCO Investors
Connecticut
$41.1M 197,528 -3,990 -2%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$38.7M 186,061 -1,924 -1%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$38.5M 185,226 +43,296 +31%
Franklin Resources
71
Franklin Resources
California
$38.4M 184,719 -946 -0.5%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$37.8M 181,851 -4,550 -2%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$35.5M 170,640 +205 +0.1%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$35.4M 170,135 -20,522 -11%
ATO
75
Alecta Tjanstepension Omsesidigt
Sweden
$31.2M 150,000 +150,000 New
1 2
3
4 5