IEX icon

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 Holding Trade Value Shares
Change 		Shares
Change %
MSV
151
MN Services Vermogensbeheer
Netherlands
$7.51M -$304K -1,400 -4%
Renaissance Technologies
152
Renaissance Technologies
New York
$7.37M -$46.8M -215,600 -86%
RPI
153
Railway Pension Investments
United Kingdom
$7.33M – – –
NAMM
154
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.23M -$22.8K -105 -0.3%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.88M +$188K +864 +3%
Asset Management One
156
Asset Management One
Japan
$6.72M -$185K -853 -3%
Wells Fargo
157
Wells Fargo
California
$6.66M -$488K -2,250 -7%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$6.33M -$4.45M -20,498 -41%
SSA
159
Schonfeld Strategic Advisors
New York
$6.16M -$6.25M -28,810 -50%
IAA
160
Independent Advisor Alliance
North Carolina
$6.12M – – –
CCM
161
Carderock Capital Management
Maryland
$6.04M +$657K +3,024 +12%
Canada Pension Plan Investment Board
162
Canada Pension Plan Investment Board
Ontario, Canada
$5.91M +$229K +1,054 +4%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$5.84M -$85.8K -395 -1%
VOYA Investment Management
164
VOYA Investment Management
Georgia
$5.81M -$391K -1,799 -6%
DA
165
Duality Advisers
Florida
$5.54M +$2.73M +12,593 +97%
Vontobel Holding
166
Vontobel Holding
Switzerland
$5.41M +$1.21M +5,552 +29%
SWM
167
Spire Wealth Management
Virginia
$5.27M +$1.6M +7,739 +44%
FSA
168
Franklin Street Advisors
North Carolina
$5.24M – – –
CM
169
Churchill Management
California
$5.19M -$157K -724 -3%
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$5.19M -$159K -734 -3%
M
171
Mirova
France
$4.77M -$1.01M -4,670 -18%
FAF
172
Fjarde Ap-fonden
Sweden
$4.61M -$1.56M -7,200 -25%
ASRS
173
Arizona State Retirement System
Arizona
$4.51M +$34.7K +160 +0.8%
SOMRS
174
State of Michigan Retirement System
Michigan
$4.49M – – –
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$4.46M -$421K -1,940 -9%
5 6
7
8 9