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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$263M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$56.7M
3
PFM
Premier Fund Managers
United Kingdom
+$45.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$42.4M
5
Invesco
Invesco
Georgia
+$26.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$131M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$83.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$80.7M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$64.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VMPIC
151
Varma Mutual Pension Insurance Co
Finland
$7.55M +$585K +2,533 +8%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$7.12M -$272K -4,444 -4%
GKIM
153
GW&K Investment Management
Massachusetts
$7.02M +$1.32M +5,734 +23%
KCM
154
Kennedy Capital Management
Missouri
$7M +$1.2M +5,200 +21%
Canada Pension Plan Investment Board
155
Canada Pension Plan Investment Board
Ontario, Canada
$6.99M +$1.51M +6,550 +28%
NAMM
156
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.98M -$2.03M -8,803 -23%
AAF
157
Andra AP-fonden
Sweden
$6.72M -$46.2K -200 -0.7%
Russell Investments Group
158
Russell Investments Group
United Kingdom
$6.6M -$5.24M -22,743 -44%
Asset Management One
159
Asset Management One
Japan
$6.53M -$246K -1,064 -4%
IAA
160
Independent Advisor Alliance
North Carolina
$6.5M – – –
Fidelity International
161
Fidelity International
Bermuda
$6.47M +$527K +2,279 +9%
Vontobel Holding
162
Vontobel Holding
Switzerland
$6.4M -$1.97M -8,507 -23%
JF
163
Jump Financial
Illinois
$6.38M +$6.38M +27,617 New
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$6.32M -$171K -740 -3%
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$5.85M +$20.8K +90 +0.4%
CM
166
Churchill Management
California
$5.83M -$40.2K -174 -0.7%
SBH
167
Segall Bryant & Hamill
Illinois
$5.76M -$487K -2,107 -8%
FSA
168
Franklin Street Advisors
North Carolina
$5.57M – – –
CCM
169
Cinctive Capital Management
New York
$5.49M +$5.49M +23,759 New
GIA
170
GHP Investment Advisors
Colorado
$5.16M +$20.8K +90 +0.4%
Retirement Systems of Alabama
171
Retirement Systems of Alabama
Alabama
$5.15M -$432K -1,870 -8%
ASRS
172
Arizona State Retirement System
Arizona
$5.07M +$130K +563 +3%
Skandinaviska Enskilda Banken (SEB)
173
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.96M +$1.22M +5,275 +33%
RFC
174
Regions Financial Corp
Alabama
$4.94M +$158K +684 +3%
SOMRS
175
State of Michigan Retirement System
Michigan
$4.78M +$46.2K +200 +1%
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