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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
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$380M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$167M
4
Ameriprise
4
Ameriprise
Minnesota
$76.7M
5
Amundi
5
Amundi
France
$261M

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 %
AQR Capital Management
101
AQR Capital Management
Connecticut
$14.4M 69,435 -49,065 -41%
RJA
102
Raymond James & Associates
Florida
$14.3M 68,781 +8,083 +13%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$14.1M 67,675 +2,277 +3%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$14M 67,436 -5,815 -8%
WIM
105
Weitz Investment Management
Nebraska
$13.9M 66,900 +100 +0.1%
Truist Financial
106
Truist Financial
North Carolina
$13.7M 65,918 +6,129 +10%
Corient Private Wealth
107
Corient Private Wealth
Florida
$13.7M 65,788 -616 -0.9%
ECM
108
Ensemble Capital Management
California
$13.5M 65,128 +1,005 +2%
Victory Capital Management
109
Victory Capital Management
Texas
$13M 62,392 +6,526 +12%
DPIM
110
Duff & Phelps Investment Management
Illinois
$12.6M 60,700 – –
TAM
111
Thematics Asset Management
France
$12.3M 59,154 +3,000 +5%
PAMP
112
Polar Asset Management Partners
Ontario, Canada
$12.1M 58,400 -900 -2%
EAM
113
Eventide Asset Management
Massachusetts
$12.1M 58,292 -2,862 -5%
CWM
114
Congress Wealth Management
Massachusetts
$12M 57,464 +1,193 +2%
SSA
115
Schonfeld Strategic Advisors
New York
$11.9M 57,180 -6,941 -11%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$11.7M 54,566 +5,683 +12%
US Bancorp
117
US Bancorp
Minnesota
$11.7M 56,190 -1,552 -3%
HFS
118
Hantz Financial Services
Michigan
$11.6M 55,601 +1,087 +2%
BFM
119
Boston Financial Management
Massachusetts
$11.2M 53,794 -532 -1%
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$11.1M 53,332 -82,492 -61%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M 52,438 -1,488 -3%
ACB
122
Aristotle Capital Boston
Massachusetts
$10.7M 51,447 -969 -2%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$10.5M 50,601 -2,438 -5%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$10.3M 49,651 +1,230 +3%
PI
125
PGGM Investments
Netherlands
$10.2M 49,169 -922 -2%
3 4
5
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