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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 %
IIM
101
INTECH Investment Management
Florida
$17M +$1.31M +5,653 +8%
NC
102
Nicholas Company
Wisconsin
$16.6M +$206K +890 +1%
WIM
103
Weitz Investment Management
Nebraska
$15.5M – – –
Prudential Financial
104
Prudential Financial
New Jersey
$14.9M -$34.8M -175,189 -70%
EAM
105
Eventide Asset Management
Massachusetts
$14.1M -$1.85M -8,003 -12%
US Bancorp
106
US Bancorp
Minnesota
$13.9M -$242K -1,047 -2%
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$13.3M +$1.1M +4,768 +9%
UBS Group
108
UBS Group
Switzerland
$13.3M +$6.41M +27,725 +93%
BFM
109
Boston Financial Management
Massachusetts
$13M -$138K -596 -1%
RJA
110
Raymond James & Associates
Florida
$13M +$1.2M +5,177 +10%
Wells Fargo
111
Wells Fargo
California
$13M -$1.47M -6,382 -10%
CWM
112
Congress Wealth Management
Massachusetts
$12.9M +$46.4K +201 +0.4%
NAM
113
Nissay Asset Management
Japan
$12.8M -$524K -2,269 -4%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$12.7M +$176K +761 +1%
Korea Investment Corp
115
Korea Investment Corp
South Korea
$12.5M +$4.97M +21,524 +66%
HFS
116
Hantz Financial Services
Michigan
$12.5M +$504K +2,181 +4%
CS
117
Candriam SCA
Luxembourg
$12.4M +$9.11M +42,841 +280%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2M -$370K -1,601 -3%
KBC Group
119
KBC Group
Belgium
$11.9M -$10.6M -46,078 -47%
PI
120
PGGM Investments
Netherlands
$11.8M -$207K -895 -2%
ACB
121
Aristotle Capital Boston
Massachusetts
$11.6M -$2.79M -12,089 -19%
Truist Financial
122
Truist Financial
North Carolina
$11.6M -$179K -775 -2%
STCG
123
Speece Thorson Capital Group
Minnesota
$11.5M -$132K -570 -1%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.3M -$1.2M -5,211 -10%
TAM
125
Thematics Asset Management
France
$11.2M +$462K +2,000 +4%
3 4
5
6 7