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IDEX
IEX

618 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $15.4B → $16.6B (+$1.18B)

3.08% more ownership

Funds ownership: 98.2% → 101.29% (+3.1%)

0% more funds holding

Funds holding: 617 → 618 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

18% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 244

43% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $2.04M

Holders
618
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
80
Increased
200
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$560M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$168M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$127M
4
Amundi
Amundi
France
+$83.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$56.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$230M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$146M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$115M
4
Brown Advisory
Brown Advisory
Maryland
-$114M
5
CAM
Congress Asset Management
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$63.8M -$11.2M -55,744 -16%
MPIA
52
Mountain Pacific Investment Advisers
Idaho
$61.8M +$356K +1,767 +0.6%
RS
53
Robeco Schweiz
Switzerland
$59.9M -$877K -4,350 -2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$58.4M +$1.03M +5,093 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$54.8M +$46.6M +231,238 +1,089%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$54.3M -$10.5M -52,304 -17%
Deutsche Bank
57
Deutsche Bank
Germany
$54M +$838K +4,155 +2%
Swiss National Bank
58
Swiss National Bank
Switzerland
$51.3M -$1.35M -6,700 -3%
N
59
Nuveen
North Carolina
$51.1M +$5.46M +27,061 +13%
GF
60
Gabelli Funds
New York
$50.9M -$1.41M -7,000 -3%
CS
61
Credit Suisse
Switzerland
$50.7M +$3.4M +16,875 +8%
PC
62
Port Capital
Illinois
$50.2M -$4.46M -22,092 -9%
MC
63
Maren Capital
Illinois
$49.8M +$46.3M +229,326 New
PFM
64
Premier Fund Managers
United Kingdom
$47.8M – – –
BTW
65
Boston Trust Walden
Massachusetts
$43.7M +$21.5M +106,431 +112%
Capital World Investors
66
Capital World Investors
California
$43.4M – – –
Franklin Resources
67
Franklin Resources
California
$42.8M +$2.54M +12,600 +7%
GI
68
GAMCO Investors
Connecticut
$41.7M -$1.13M -5,600 -3%
Assenagon Asset Management
69
Assenagon Asset Management
Luxembourg
$41.1M +$37.5M +186,082 +6,079%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$40.9M +$478K +2,371 +1%
DPAM
71
Degroof Petercam Asset Management
Belgium
$39.9M +$37.1M +183,952 New
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$39.2M -$262K -1,297 -0.7%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$38.7M +$1.55M +7,669 +4%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$35.6M +$8.53M +42,309 +35%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$31.5M +$1.1M +5,476 +4%
1 2
3
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IEX Hedge Fund Activity: Q4 2023 in Review

618 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2023, worth a combined $16.6B — up 7.6% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IEX positions and 69 closed out — a net gain of 11 holders — while 200 added to existing stakes and 244 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $560M. The largest seller was AllianceBernstein, cutting an estimated $230M.

  • 618 institutional investors held IDEX (IEX) as of Q4 2023, up from 617 in Q3 2023.
  • Funds reported $16.6B of IDEX stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 80 funds opened new IDEX positions in Q4 2023 and 69 closed out, a net change of +11 holders.
  • The largest IDEX buyer in Q4 2023 was Morgan Stanley, an estimated $560M added.
  • The largest IDEX seller in Q4 2023 was AllianceBernstein, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2023.