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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$87.1M
3
PFM
3
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
5
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$29.4M -$3.73M -16,147 -11%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$29.1M -$309K -1,338 -1%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$28.5M -$2.55M -11,025 -8%
AQR Capital Management
79
AQR Capital Management
Connecticut
$28.3M +$1.21M +5,301 +4%
Axa
80
Axa
France
$27.4M -$3.87M -16,769 -12%
Aviva
81
Aviva
United Kingdom
$27.3M +$242K +1,046 +0.9%
SEI Investments
82
SEI Investments
Pennsylvania
$26.7M +$4.79M +20,747 +22%
NEI
83
Northwest & Ethical Investments
Ontario, Canada
$26.2M – – –
DCM
84
Dupont Capital Management
Delaware
$25.4M +$2.65M +11,467 +12%
National Pension Service
85
National Pension Service
South Korea
$25.1M +$112K +494 +0.4%
Principal Financial Group
86
Principal Financial Group
Iowa
$22.9M +$304K +1,314 +1%
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$22.5M -$3.21M -13,873 -12%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$21.3M -$24.7K -107 -0.1%
HIC
89
Harvey Investment Company
Kentucky
$20.6M +$23.1K +100 +0.1%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$20.4M -$420K -1,820 -2%
BTW
91
Boston Trust Walden
Massachusetts
$20.3M +$520K +2,251 +3%
Allspring Global Investments
92
Allspring Global Investments
North Carolina
$19.5M -$35.6K -154 -0.2%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$18.8M +$18.8M +81,499 New
DPIM
94
Duff & Phelps Investment Management
Illinois
$18.6M -$5.43M -23,500 -23%
MAM
95
Montanaro Asset Management
United Kingdom
$18.6M -$6.7M -29,000 -26%
Victory Capital Management
96
Victory Capital Management
Texas
$18.4M -$947K -4,097 -5%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$18.2M -$46.4K -201 -0.3%
Citigroup
98
Citigroup
New York
$18.2M -$1.17M -5,078 -6%
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$18M +$658K +2,910 +4%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$17.8M -$7.99M -34,591 -31%
2 3
4
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