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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.78%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.37B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$167M
3
Ameriprise
3
Ameriprise
Minnesota
$76.7M
4
Amundi
4
Amundi
France
$261M
5
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$31.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
3
Invesco
Georgia
$212M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
5
Brown Advisory
Maryland
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
76
TD Asset Management
Ontario, Canada
$29M 139,440 -8,215 -6%
GCM
77
Geneva Capital Management
Wisconsin
$26.1M 125,704 -4,393 -3%
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$25.9M 124,299 +14,317 +13%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$25.3M 121,612 -3,117 -2%
SEI Investments
80
SEI Investments
Pennsylvania
$25.1M 120,753 +1,253 +1%
NEI
81
Northwest & Ethical Investments
Ontario, Canada
$24.8M 119,139 -4,128 -3%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$23.9M 114,985 -6,914 -6%
National Pension Service
83
National Pension Service
South Korea
$23.8M 116,997 -691 -0.6%
DekaBank Deutsche Girozentrale
84
DekaBank Deutsche Girozentrale
Germany
$22M 105,443 -667 -0.6%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$21.5M 103,555 -17,462 -14%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$21.5M 103,539 -40,954 -28%
Axa
87
Axa
France
$20.2M 96,987 -21,570 -18%
Principal Financial Group
88
Principal Financial Group
Iowa
$19.8M 95,256 -2,398 -2%
BTW
89
Boston Trust Walden
Massachusetts
$19.7M 94,721 +523 +0.6%
HIC
90
Harvey Investment Company
Kentucky
$18.7M 89,784 +11,127 +14%
MAM
91
Montanaro Asset Management
United Kingdom
$18.1M 87,000 +1,500 +2%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$17.6M 84,533 -129,451 -60%
Allspring Global Investments
93
Allspring Global Investments
North Carolina
$17.5M 83,982 -306 -0.4%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$17.1M 82,223 -37,882 -32%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$16.8M 80,690 -7,917 -9%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$15.6M 75,186 +75,186 New
Comerica Bank
97
Comerica Bank
Texas
$15.5M 74,631 +73,963 +11,072%
AWM
98
AE Wealth Management
Kansas
$15.5M 74,598 +11,796 +19%
NC
99
Nicholas Company
Wisconsin
$14.9M 71,830 – –
Prudential Financial
100
Prudential Financial
New Jersey
$14.8M 70,926 -2,378 -3%
2 3
4
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