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IDEX
IEX

Overview Fund Activity

618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$883M
2
Citadel Advisors
2
Citadel Advisors
Florida
$87M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$767M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$85.1M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$53.7M

Top Sellers

1
Amundi
1
Amundi
France
$212M
2
BlackRock
2
BlackRock
New York
$1.22B
3
Invesco
3
Invesco
Georgia
$280M
4
CVA
4
Ceredex Value Advisors
Florida
$27.9M
5
Franklin Resources
5
Franklin Resources
California
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RS
51
Robeco Schweiz
Switzerland
$59.2M 283,063 -54,124 -16%
FPP
52
Findlay Park Partners
United Kingdom
$59.2M 282,700 +161,322 +133%
Axa
53
Axa
France
$56.4M 269,638 +57,263 +27%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$55.1M 263,232 -32,342 -11%
BAMCO Inc
55
BAMCO Inc
New York
$54.8M 261,961 -15,000 -5%
Corient Private Wealth
56
Corient Private Wealth
Florida
$53.7M 256,769 +180,601 +237%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$53.6M 256,249 -41,331 -14%
JIC
58
Johnson Investment Counsel
Ohio
$53.3M 254,842 +163,283 +178%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$52.3M 250,296 -42,793 -15%
MC
60
Maren Capital
Illinois
$51.9M 248,116 -46,636 -16%
Brown Advisory
61
Brown Advisory
Maryland
$51.9M 247,886 -57,412 -19%
MPIA
62
Mountain Pacific Investment Advisers
Idaho
$51.1M 244,159 -250 -0.1%
BTW
63
Boston Trust Walden
Massachusetts
$48.6M 232,014 +8,550 +4%
Ameriprise
64
Ameriprise
Minnesota
$47.1M 225,251 -21,129 -9%
Swiss National Bank
65
Swiss National Bank
Switzerland
$44.8M 213,900 -10,700 -5%
GF
66
Gabelli Funds
New York
$42.1M 201,300 -10,100 -5%
Capital World Investors
67
Capital World Investors
California
$41.9M 200,000 – –
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$41.5M 198,264 -173,675 -47%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$40.7M 194,492 -30,917 -14%
PC
70
Port Capital
Illinois
$40.6M 194,140 +3,489 +2%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$37.9M 181,294 -4,377 -2%
GI
72
GAMCO Investors
Connecticut
$37.2M 177,976 -1,525 -0.8%
Nuveen Asset Management
73
Nuveen Asset Management
Illinois
$36.8M 175,687 -15,949 -8%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$36M 172,101 +4,078 +2%
Raymond James Financial
75
Raymond James Financial
Florida
$35.4M 169,025 +169,025 New
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