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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
4
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$198M
5
CAM
5
Congress Asset Management
Massachusetts
$742K
Name Market Value Shares Shares
Change 		Shares
Change %
Nordea Investment Management
76
Nordea Investment Management
Sweden
$29.6M 135,825 +125,348 +1,196%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$28.9M 133,274 -36,861 -22%
NEI
78
Northwest & Ethical Investments
Ontario, Canada
$28.2M 129,692 +10,553 +9%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$27.7M 127,525 -57,701 -31%
GCM
80
Geneva Capital Management
Wisconsin
$26.4M 121,388 -4,316 -3%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$25.5M 117,252 +2,267 +2%
AllianceBernstein
82
AllianceBernstein
Tennessee
$25.4M 117,025 -1,141,325 -91%
National Pension Service
83
National Pension Service
South Korea
$25.4M 116,997 – –
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$25.2M 116,132 -8,167 -7%
Axa
85
Axa
France
$23.8M 109,435 +12,448 +13%
SEI Investments
86
SEI Investments
Pennsylvania
$22.8M 105,062 -15,691 -13%
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
$22.3M 102,493 +49,161 +92%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$22.2M 102,374 -1,181 -1%
DekaBank Deutsche Girozentrale
89
DekaBank Deutsche Girozentrale
Germany
$22.2M 101,384 -4,059 -4%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$21.4M 98,486 +23,300 +31%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$21.3M 97,904 -5,635 -5%
Principal Financial Group
92
Principal Financial Group
Iowa
$20.3M 93,622 -1,634 -2%
AWM
93
AE Wealth Management
Kansas
$19.6M 93,904 +19,306 +26%
HIC
94
Harvey Investment Company
Kentucky
$19.5M 89,809 +25 +0%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$19.4M 89,528 +58,745 +191%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$18.1M 83,282 +2,592 +3%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$16.9M 77,771 +23,205 +43%
VLKIM
98
Van Lanschot Kempen Investment Management
Netherlands
$16.7M 76,892 +76,892 New
RJA
99
Raymond James & Associates
Florida
$16.6M 76,465 +7,684 +11%
ECM
100
Ensemble Capital Management
California
$16.5M 75,778 +10,650 +16%
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4
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