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IDEX
IEX

Overview Fund Activity

552 hedge funds and large institutions have $14.8B invested in IDEX in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 203 increasing their positions, 188 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-9
Holders Change %
-1.6%
% of All Funds
9.55%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
53
Increased
203
Reduced
188
Closed
57
Calls
$6.32M
Puts
$5.16M
Net Calls
+$1.16M
Net Calls Change
+$26.1M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$320M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$285M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$25.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$592M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$383M
4
Brown Advisory
4
Brown Advisory
Maryland
$400M
5
CVA
5
Ceredex Value Advisors
Florida
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCG
126
Speece Thorson Capital Group
Minnesota
$10.1M +$317K +1,585 +3%
Russell Investments Group
127
Russell Investments Group
United Kingdom
$10M +$4.38M +21,918 +78%
HFS
128
Hantz Financial Services
Michigan
$9.81M +$22.4K +112 +0.2%
Mitsubishi UFJ Asset Management
129
Mitsubishi UFJ Asset Management
Japan
$9.7M +$935K +4,680 +11%
DCM
130
Dupont Capital Management
Delaware
$9.56M -$1.94M -9,683 -17%
Mitsubishi UFJ Trust & Banking
131
Mitsubishi UFJ Trust & Banking
Japan
$9.51M +$136K +679 +1%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$9.5M -$11.8M -58,882 -55%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$9.39M -$2.85M -14,238 -23%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$9.38M -$154K -770 -2%
Swedbank
135
Swedbank
Sweden
$9.36M -$27.6K -138 -0.3%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$9.21M +$37.4K +187 +0.4%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$8.95M +$832K +4,164 +10%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$8.84M +$8.84M +44,220 New
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$8.56M -$122K -612 -1%
Vontobel Holding
140
Vontobel Holding
Switzerland
$8.53M +$649K +3,240 +8%
MSV
141
MN Services Vermogensbeheer
Netherlands
$8.31M -$580K -2,900 -7%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$8.28M -$72.7K -364 -0.9%
NAMM
143
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.87M +$14.2K +71 +0.2%
IP
144
Interval Partners
New York
$7.86M +$7.86M +39,338 New
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$7.7M +$262K +1,312 +4%
MPM
146
Meritage Portfolio Management
Kansas
$7.62M -$105K -525 -1%
SAM
147
Southernsun Asset Management
Tennessee
$7.61M -$1.53M -7,650 -17%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$7.38M +$86.5K +432 +1%
UBS Group
149
UBS Group
Switzerland
$7.34M +$4.04M +20,211 +122%
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$7.19M +$129K +648 +2%
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