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

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$133M
2
CIP
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
Goldman Sachs
New York
$64.1M
5
Brown Advisory
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
201
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.69M -$1.12M -4,898 -23%
FAF
202
Fjarde Ap-fonden
Sweden
$3.68M -$137K -600 -4%
LRPA
203
L. Roy Papp & Associates
Arizona
$3.66M – – –
Lazard Asset Management
204
Lazard Asset Management
New York
$3.52M +$1.1M +4,807 +45%
Daiwa Securities Group
205
Daiwa Securities Group
Japan
$3.5M +$285K +1,247 +9%
PAM
206
Panagora Asset Management
Massachusetts
$3.5M -$365K -1,599 -9%
CS
207
Candriam SCA
Luxembourg
$3.49M -$268K -1,174 -7%
YCM
208
Yousif Capital Management
Michigan
$3.47M +$192K +842 +6%
GAM
209
Gotham Asset Management
New York
$3.23M +$3.23M +14,157 New
KJHP
210
K.J. Harrison & Partners
Ontario, Canada
$3.18M +$20.1K +65 +0.6%
PCM
211
Penserra Capital Management
California
$3.16M +$3.08M +13,479 +3,713%
X
212
Xponance
Pennsylvania
$3.09M -$463K -2,029 -13%
URS
213
Utah Retirement Systems
Utah
$3.08M -$22.8K -100 -0.7%
CF
214
Covea Finance
France
$3.08M – – –
OAM
215
Oppenheimer Asset Management
New York
$3.05M -$266K -1,167 -8%
AI
216
Atria Investments
North Carolina
$3M +$516K +2,259 +21%
FA
217
Fiduciary Alliance
South Carolina
$2.97M +$2.97M +13,018 New
COPPSERS
218
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.91M +$390K +1,709 +15%
P
219
Pitcairn
Pennsylvania
$2.88M +$146K +638 +5%
IB
220
Intrust Bank
Kansas
$2.76M +$33.1K +145 +1%
HighTower Advisors
221
HighTower Advisors
Illinois
$2.72M +$53.2K +233 +2%
Squarepoint
222
Squarepoint
New York
$2.71M +$2.71M +11,850 New
DZ Bank
223
DZ Bank
Germany
$2.67M – – –
GIBU
224
Gulf International Bank (UK)
United Kingdom
$2.67M -$19.4K -85 -0.7%
DTL
225
Dynamic Technology Lab
Singapore
$2.66M +$2.66M +11,643 New
7 8
9
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