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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
4
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$198M
5
CAM
5
Congress Asset Management
Massachusetts
$742K
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$63.8M 293,801 -55,744 -16%
MPIA
52
Mountain Pacific Investment Advisers
Idaho
$61.8M 284,658 +1,767 +0.6%
RS
53
Robeco Schweiz
Switzerland
$59.9M 276,026 -4,350 -2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$58.4M 269,023 +5,093 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$54.8M 252,467 +231,238 +1,089%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$54.3M 250,200 -52,304 -17%
Deutsche Bank
57
Deutsche Bank
Germany
$54M 248,765 +4,155 +2%
Swiss National Bank
58
Swiss National Bank
Switzerland
$51.3M 236,400 -6,700 -3%
Nuveen Asset Management
59
Nuveen Asset Management
Illinois
$51.1M 235,438 +27,061 +13%
GF
60
Gabelli Funds
New York
$50.9M 234,250 -7,000 -3%
CS
61
Credit Suisse
Switzerland
$50.7M 233,504 +16,875 +8%
PC
62
Port Capital
Illinois
$50.2M 231,038 -22,092 -9%
MC
63
Maren Capital
Illinois
$49.8M 229,326 +229,326 New
PFM
64
Premier Fund Managers
United Kingdom
$47.8M 220,000 – –
BTW
65
Boston Trust Walden
Massachusetts
$43.7M 201,152 +106,431 +112%
Capital World Investors
66
Capital World Investors
California
$43.4M 200,000 – –
Franklin Resources
67
Franklin Resources
California
$42.8M 197,319 +12,600 +7%
GI
68
GAMCO Investors
Connecticut
$41.7M 191,928 -5,600 -3%
Assenagon Asset Management
69
Assenagon Asset Management
Luxembourg
$41.1M 189,143 +186,082 +6,079%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$40.9M 188,432 +2,371 +1%
DPAM
71
Degroof Petercam Asset Management
Belgium
$39.9M 183,952 +183,952 New
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$39.2M 180,554 -1,297 -0.7%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$38.7M 178,309 +7,669 +4%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$35.6M 163,921 +42,309 +35%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$31.5M 144,916 +5,476 +4%
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