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IDEX
IEX

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 223 reducing their positions, and 87 closing their positions.

Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
8.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
70
Increased
205
Reduced
223
Closed
87
Calls
$6.49M
Puts
$7.1M
Net Calls
-$614K
Net Calls Change
+$6.72M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$607M
2
VanEck Associates
2
VanEck Associates
New York
$211M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.1M
4
CIP
4
Champlain Investment Partners
Vermont
$262M
5
Invesco
5
Invesco
Georgia
$367M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$727M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.4M
3
Man Group
3
Man Group
United Kingdom
$9.63M
4
Brown Advisory
4
Brown Advisory
Maryland
$65.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$3.89M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
51
Maren Capital
Illinois
$63.2M 294,752 +1,752 +0.6%
Primecap Management
52
Primecap Management
California
$63.2M 294,495 -9,280 -3%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$63M 293,089 +50,989 +21%
Voloridge Investment Management
54
Voloridge Investment Management
Florida
$60.8M 283,467 +42,220 +18%
WIM
55
Weitz Investment Management
Nebraska
$60.6M 282,650 +45,250 +19%
BAMCO Inc
56
BAMCO Inc
New York
$59.4M 276,961 -37,651 -12%
UBS Group
57
UBS Group
Switzerland
$58.8M 273,903 +68,993 +34%
BNP Paribas Asset Management
58
BNP Paribas Asset Management
France
$53.7M 250,443 +16,504 +7%
Ameriprise
59
Ameriprise
Minnesota
$52.8M 246,380 +9,740 +4%
MPIA
60
Mountain Pacific Investment Advisers
Idaho
$52.4M 244,409 +3,564 +1%
Ensign Peak Advisors
61
Ensign Peak Advisors
Utah
$52M 242,355 -9,925 -4%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$48.4M 225,409 -10,342 -4%
Swiss National Bank
63
Swiss National Bank
Switzerland
$48.2M 224,600 +600 +0.3%
BTW
64
Boston Trust Walden
Massachusetts
$47.9M 223,464 -428 -0.2%
ECM
65
Ensemble Capital Management
California
$46.2M 215,157 -39,690 -16%
Axa
66
Axa
France
$45.6M 212,375 -29,327 -12%
GF
67
Gabelli Funds
New York
$45.3M 211,400 -7,400 -3%
Franklin Resources
68
Franklin Resources
California
$43.4M 203,412 +1,930 +1%
Capital World Investors
69
Capital World Investors
California
$42.9M 200,000 – –
Nuveen Asset Management
70
Nuveen Asset Management
Illinois
$41.1M 191,636 -33,950 -15%
PC
71
Port Capital
Illinois
$40.9M 190,651 +470 +0.2%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$40.4M 188,441 -68,091 -27%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$39.8M 185,671 -1,011 -0.5%
GI
74
GAMCO Investors
Connecticut
$38.5M 179,501 -2,117 -1%
Allianz Asset Management
75
Allianz Asset Management
Germany
$37.4M 174,382 -16,449 -9%
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