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IDEX
IEX

Overview Fund Activity

561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M
5
Millennium Management
5
Millennium Management
New York
$99.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$170M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$2.62M
3
Ameriprise
3
Ameriprise
Minnesota
$26.3M
4
Capital World Investors
4
Capital World Investors
California
$36.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCG
126
Speece Thorson Capital Group
Minnesota
$8.85M +$2.68M +14,774 +44%
Holocene Advisors
127
Holocene Advisors
New York
$8.72M +$1.81M +9,983 +26%
Natixis Advisors
128
Natixis Advisors
Massachusetts
$8.66M +$1.84M +10,109 +27%
Swedbank
129
Swedbank
Sweden
$8.53M +$14.3K +79 +0.2%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$8.52M +$1.06M +5,831 +14%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$8.34M +$34.3K +189 +0.4%
SAM
132
Southernsun Asset Management
Tennessee
$8.31M +$2.72K +15 +0%
BC
133
Brookfield Corp
Ontario, Canada
$8.25M +$2.24M +12,315 +37%
MSV
134
MN Services Vermogensbeheer
Netherlands
$8.08M -$1.91M -10,500 -19%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$7.96M +$850K +4,682 +12%
Skandinaviska Enskilda Banken (SEB)
136
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.94M +$1.42M +7,826 +22%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$7.88M +$1.07M +5,870 +16%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$7.59M -$132K -726 -2%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$7.38M +$2.97M +16,375 +68%
DZ Bank
140
DZ Bank
Germany
$7.27M +$1.35M +7,436 +23%
NAMM
141
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.14M -$363K -1,997 -5%
Vontobel Holding
142
Vontobel Holding
Switzerland
$7.13M +$374K +2,068 +6%
MPM
143
Meritage Portfolio Management
Kansas
$7.02M -$354K -1,947 -5%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$6.76M -$174K -959 -3%
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$6.67M -$2.14M -11,807 -24%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$6.62M +$385K +2,120 +6%
DekaBank Deutsche Girozentrale
147
DekaBank Deutsche Girozentrale
Germany
$6.28M -$4.39M -24,683 -41%
GC
148
Guggenheim Capital
Illinois
$6.18M -$526K -2,896 -8%
RPI
149
Railway Pension Investments
United Kingdom
$6.13M – – –
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$6.03M +$756K +4,161 +14%
4 5
6
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