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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCG
126
Speece Thorson Capital Group
Minnesota
$11.5M – – –
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$11.4M +$675K +2,956 +6%
Canada Life
128
Canada Life
Manitoba, Canada
$11.2M -$654K -2,854 -6%
Swedbank
129
Swedbank
Sweden
$10.7M – – –
TAM
130
Thematics Asset Management
France
$10.7M +$10.7M +46,654 New
Natixis Advisors
131
Natixis Advisors
Massachusetts
$10.4M -$283K -1,241 -3%
Pacer Advisors
132
Pacer Advisors
Pennsylvania
$10.2M +$10.2M +44,695 +29,023%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$10.1M – – –
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$9.9M -$618K -2,708 -6%
BAMF
135
BI Asset Management Fondsmaeglerselskab
Denmark
$9.88M +$9.62M +42,133 +3,765%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$9.67M +$212K +927 +2%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$9.39M +$1.28M +5,612 +16%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$8.93M -$846K -3,706 -9%
NAMM
139
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.91M -$77.6K -340 -0.9%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$8.8M – – –
MPM
141
Meritage Portfolio Management
Kansas
$8.33M -$371K -1,625 -4%
MSV
142
MN Services Vermogensbeheer
Netherlands
$8.29M -$1.21M -5,300 -13%
Vontobel Holding
143
Vontobel Holding
Switzerland
$8.22M -$1.46M -6,416 -15%
Aberdeen Group
144
Aberdeen Group
United Kingdom
$8M +$535K +2,342 +7%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$7.78M +$107K +470 +1%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$7.78M -$639K -2,797 -8%
RPI
147
Railway Pension Investments
United Kingdom
$7.71M – – –
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$7.69M +$6.43M +28,174 +511%
Corient Private Wealth
149
Corient Private Wealth
Florida
$7.65M +$7.65M +33,497 New
VRS
150
Virginia Retirement Systems
Virginia
$7.42M – – –
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6
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