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IDEX
IEX

Overview Fund Activity

552 hedge funds and large institutions have $14.8B invested in IDEX in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 203 increasing their positions, 188 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-9
Holders Change %
-1.6%
% of All Funds
9.55%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
53
Increased
203
Reduced
188
Closed
57
Calls
$6.32M
Puts
$5.16M
Net Calls
+$1.16M
Net Calls Change
+$26.1M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$320M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$285M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$25.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$592M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$383M
4
Brown Advisory
4
Brown Advisory
Maryland
$400M
5
CVA
5
Ceredex Value Advisors
Florida
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$26.2M +$11.5M +57,629 +79%
Millennium Management
77
Millennium Management
New York
$26.1M -$83.9M -419,795 -76%
Fisher Asset Management
78
Fisher Asset Management
Washington
$25.9M +$25.9M +129,484 New
CVA
79
Ceredex Value Advisors
Florida
$25.2M -$42.7M -213,795 -63%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$25.1M -$327K -1,638 -1%
MAM
81
Montanaro Asset Management
United Kingdom
$24.9M -$7.5M -37,500 -23%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$24.8M +$200K +999 +0.8%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$24M +$299K +1,496 +1%
DPIM
84
Duff & Phelps Investment Management
Illinois
$23.8M +$23.8M +119,200 New
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$23.3M -$698K -3,492 -3%
National Pension Service
86
National Pension Service
South Korea
$22.7M -$2.05M -10,215 -8%
NEI
87
Northwest & Ethical Investments
Ontario, Canada
$22.5M -$5.64M -28,206 -20%
SEI Investments
88
SEI Investments
Pennsylvania
$20.5M +$2.86M +14,310 +16%
Principal Financial Group
89
Principal Financial Group
Iowa
$20.2M +$423K +2,118 +2%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$19.7M +$14.6M +73,081 +288%
Fundsmith LLP
91
Fundsmith LLP
United Kingdom
$19.2M +$19.2M +95,928 New
Two Sigma Advisers
92
Two Sigma Advisers
New York
$19.1M -$4.16M -20,800 -18%
Renaissance Technologies
93
Renaissance Technologies
New York
$18.9M -$30.1M -150,725 -61%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$18M +$231K +1,155 +1%
HIC
95
Harvey Investment Company
Kentucky
$17.9M – – –
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$17.8M -$180K -899 -1%
EVM
97
Eaton Vance Management
Massachusetts
$17.5M -$699K -3,498 -4%
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$17.4M +$463K +2,319 +3%
BTW
99
Boston Trust Walden
Massachusetts
$16.9M +$16.9M +84,325 New
Aviva
100
Aviva
United Kingdom
$16.4M -$1.77M -8,860 -10%
2 3
4
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