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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 %
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$16.2M 74,831 -725,863 -91%
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$16.2M 76,105 +8,430 +12%
Comerica Bank
103
Comerica Bank
Texas
$16M 73,847 -784 -1%
NC
104
Nicholas Company
Wisconsin
$15.6M 71,830 – –
Corient Private Wealth
105
Corient Private Wealth
Florida
$14.8M 68,187 +2,399 +4%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$14.6M 67,334 -102 -0.2%
OAC
107
OMERS Administration Corp
Ontario, Canada
$14.6M 67,200 +55,300 +465%
WIM
108
Weitz Investment Management
Nebraska
$14.5M 66,900 – –
TAM
109
Thematics Asset Management
France
$14.1M 65,154 +6,000 +10%
Voloridge Investment Management
110
Voloridge Investment Management
Florida
$14.1M 64,764 +47,207 +269%
DPIM
111
Duff & Phelps Investment Management
Illinois
$14M 64,404 +3,704 +6%
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$13.8M 63,790 -20,192 -24%
Victory Capital Management
113
Victory Capital Management
Texas
$13.2M 60,607 -1,785 -3%
Truist Financial
114
Truist Financial
North Carolina
$12.7M 58,624 -7,294 -11%
UBS Group
115
UBS Group
Switzerland
$12.4M 57,255 +36,606 +177%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$12.4M 57,005 +11,442 +25%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$12.3M 56,454 +15,180 +37%
TAF
118
Tredje AP-fonden
Sweden
$12.1M 55,742 +19,582 +54%
Prudential Financial
119
Prudential Financial
New Jersey
$12M 56,234 -14,692 -21%
EAM
120
Eventide Asset Management
Massachusetts
$11.9M 54,643 -3,649 -6%
Aviva
121
Aviva
United Kingdom
$11.6M 53,498 +11,925 +29%
Squarepoint
122
Squarepoint
New York
$11.6M 53,229 +7,624 +17%
PAMP
123
Polar Asset Management Partners
Ontario, Canada
$11.6M 53,200 -5,200 -9%
Canada Life
124
Canada Life
Manitoba, Canada
$11.5M 53,220 +5,573 +12%
MAM
125
Montanaro Asset Management
United Kingdom
$11.5M 53,000 -34,000 -39%
3 4
5
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