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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$167M
3
Ameriprise
Ameriprise
Minnesota
$76.7M
4
Amundi
Amundi
France
$261M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$31.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
Invesco
Georgia
$212M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
Brown Advisory
Maryland
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
176
Verition Fund Management
Connecticut
$4.81M -$1.91M -9,163 -28%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$4.68M +$3.38M +16,236 +259%
Citadel Advisors
178
Citadel Advisors
Florida
$4.42M -$45.5M -218,521 -91%
WMSA
179
Weiss Multi-Strategy Advisers
New York
$4.37M +$4.37M +21,027 New
GIA
180
GHP Investment Advisors
Colorado
$4.36M -$76.8K -383 -2%
Jane Street
181
Jane Street
New York
$4.33M -$257K -1,235 -6%
SOMRS
182
State of Michigan Retirement System
Michigan
$4.3M -$20.8K -100 -0.5%
UBS Group
183
UBS Group
Switzerland
$4.3M -$19.4M -93,461 -82%
ASRS
184
Arizona State Retirement System
Arizona
$4.29M -$1.04K -5 -0%
AIG
185
American International Group
New York
$4.24M -$84.7K -407 -2%
M&T Bank
186
M&T Bank
New York
$4.21M -$32.4K -156 -0.8%
AB
187
Amalgamated Bank
New York
$4.19M +$109K +525 +3%
II
188
IFM Investors
Australia
$4.17M +$152K +731 +4%
Vontobel Holding
189
Vontobel Holding
Switzerland
$4.03M -$1.54M -7,405 -28%
SAM
190
Southernsun Asset Management
Tennessee
$4.01M -$71.6K -344 -2%
TC
191
TownSquare Capital
Utah
$3.97M -$133K -638 -3%
Nomura Asset Management
192
Nomura Asset Management
Japan
$3.95M -$67.6K -325 -2%
MIM
193
MetLife Investment Management
New Jersey
$3.94M -$101K -484 -2%
PP
194
Prudential plc
United Kingdom
$3.93M +$3.06M +14,716 +352%
RFC
195
Regions Financial Corp
Alabama
$3.89M -$287K -1,379 -7%
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$3.89M +$733K +3,543 +23%
OAM
197
Oppenheimer Asset Management
New York
$3.87M +$378K +1,816 +11%
KJHP
198
K.J. Harrison & Partners
Ontario, Canada
$3.83M +$1.69M +8,120 +79%
SOADOR
199
State of Alaska Department of Revenue
Alaska
$3.73M -$65.5K -315 -2%
SWM
200
Spire Wealth Management
Virginia
$3.68M +$3.68M +17,697 New
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