IEX icon

IDEX
IEX

Overview Fund Activity

634 hedge funds and large institutions have $15.7B invested in IDEX in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 237 reducing their positions, and 52 closing their positions.

Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
80
Increased
212
Reduced
237
Closed
52
Calls
$474K
Puts
$2.91M
Net Calls
-$2.43M
Net Calls Change
+$5.2M

Top Buyers

1
Amundi
1
Amundi
France
$218M
2
CVA
2
Ceredex Value Advisors
Florida
$61.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$63.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$51.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$46.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$640M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$382M
3
Macquarie Group
3
Macquarie Group
Australia
$1.39M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$241M
5
Invesco
5
Invesco
Georgia
$299M
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
101
Allspring Global Investments
North Carolina
$18.1M 84,288 -11 -0%
TC
102
TwinBeech Capital
New York
$17.9M 82,972 +82,972 New
ECM
103
ExodusPoint Capital Management
New York
$17.3M 80,223 +80,223 New
HIC
104
Harvey Investment Company
Kentucky
$16.9M 78,657 -10,310 -12%
Millennium Management
105
Millennium Management
New York
$16.4M 76,182 +70,343 +1,205%
Prudential Financial
106
Prudential Financial
New Jersey
$15.8M 73,304 -1,929 -3%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$15.8M 73,251 -5,656 -7%
NC
108
Nicholas Company
Wisconsin
$15.5M 71,830 -25 -0%
WIM
109
Weitz Investment Management
Nebraska
$14.4M 66,800 -300 -0.4%
Corient Private Wealth
110
Corient Private Wealth
Florida
$14.3M 66,404 +33,282 +100%
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$14.1M 65,398 +7,632 +13%
ECM
112
Ensemble Capital Management
California
$13.8M 64,123 +64,123 New
SSA
113
Schonfeld Strategic Advisors
New York
$13.8M 64,121 +64,121 New
AWM
114
AE Wealth Management
Kansas
$13.5M 62,802 +62,802 New
Wells Fargo
115
Wells Fargo
California
$13.3M 61,697 +5,441 +10%
EAM
116
Eventide Asset Management
Massachusetts
$13.2M 61,154 – –
DPIM
117
Duff & Phelps Investment Management
Illinois
$13.1M 60,700 -20,000 -25%
RJA
118
Raymond James & Associates
Florida
$13.1M 60,698 +4,401 +8%
Truist Financial
119
Truist Financial
North Carolina
$12.9M 59,789 +9,745 +19%
CSS
120
Cubist Systematic Strategies
Connecticut
$12.8M 59,355 +59,355 New
PAMP
121
Polar Asset Management Partners
Ontario, Canada
$12.8M 59,300 +59,300 New
WP
122
Woodline Partners
California
$12.6M 58,625 +58,625 New
EGM
123
Engineers Gate Manager
New York
$12.5M 58,017 +58,017 New
US Bancorp
124
US Bancorp
Minnesota
$12.4M 57,742 -2,568 -4%
CWM
125
Congress Wealth Management
Massachusetts
$12.1M 56,271 +328 +0.6%
3 4
5
6 7