617 hedge funds and large institutions have $17.8B invested in IDEX in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 226 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
8.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
221
Reduced
226
Closed
43
Calls
$2.76M
Puts
$1.73M
Net Calls
+$1.03M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
76
Axa
France
$40.6M +$13.9M +56,974 +52%
Assenagon Asset Management
77
Assenagon Asset Management
Luxembourg
$37.2M -$8.92M -36,542 -19%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$36.5M +$1.16M +4,764 +3%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$33M +$1.86M +7,616 +6%
NEI
80
Northwest & Ethical Investments
Ontario, Canada
$31.5M -$175K -718 -0.6%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$30.6M -$1.89M -7,735 -6%
GCM
82
Geneva Capital Management
Wisconsin
$29M -$648K -2,654 -2%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$29M +$622K +2,548 +2%
National Pension Service
84
National Pension Service
South Korea
$28.9M +$326K +1,335 +1%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$28.9M +$10.6M +43,500 +58%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$28.7M +$68.6K +281 +0.2%
AWM
87
AE Wealth Management
Kansas
$27.5M +$4.54M +18,620 +20%
DekaBank Deutsche Girozentrale
88
DekaBank Deutsche Girozentrale
Germany
$25M +$428K +1,763 +2%
SEI Investments
89
SEI Investments
Pennsylvania
$24.7M -$908K -3,721 -4%
DPIM
90
Duff & Phelps Investment Management
Illinois
$24.4M +$8.67M +35,512 +55%
Principal Financial Group
91
Principal Financial Group
Iowa
$23.8M +$960K +3,935 +4%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$23.6M -$1.39M -5,678 -6%
AllianceBernstein
93
AllianceBernstein
Tennessee
$23.4M -$5.19M -21,256 -18%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$22.9M +$1.07M +4,385 +5%
RJA
95
Raymond James & Associates
Florida
$22.8M +$4.12M +16,893 +22%
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$22.4M +$3.82M +15,650 +21%
HIC
97
Harvey Investment Company
Kentucky
$21.6M -$355K -1,455 -2%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$20.4M +$1.19M +5,161 +6%
NC
99
Nicholas Company
Wisconsin
$18.9M +$1.37M +5,620 +8%
VLKIM
100
Van Lanschot Kempen Investment Management
Netherlands
$18.8M