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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 %
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$3.13M -$417K -1,804 -12%
URS
202
Utah Retirement Systems
Utah
$3.12M – – –
FA
203
Fiduciary Alliance
South Carolina
$3.01M +$6.24K +27 +0.2%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.95M +$8.55K +37 +0.3%
OAM
205
Oppenheimer Asset Management
New York
$2.95M -$135K -586 -4%
AI
206
Atria Investments
North Carolina
$2.92M -$122K -527 -4%
LPL Financial
207
LPL Financial
California
$2.91M +$1.09M +4,724 +60%
P
208
Pitcairn
Pennsylvania
$2.82M -$91.7K -397 -3%
IB
209
Intrust Bank
Kansas
$2.76M -$33.7K -146 -1%
HighTower Advisors
210
HighTower Advisors
Illinois
$2.73M -$27.5K -119 -1%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$2.69M +$1.85K +8 +0.1%
Two Sigma Investments
212
Two Sigma Investments
New York
$2.68M +$2.68M +11,619 New
NYLIM
213
New York Life Investment Management
New York
$2.63M -$693 -3 -0%
Stifel Financial
214
Stifel Financial
Missouri
$2.62M +$162K +699 +7%
CCM
215
Coldstream Capital Management
Washington
$2.58M +$5.31K +23 +0.2%
EB
216
Eastern Bank
Massachusetts
$2.58M +$73K +316 +3%
X
217
Xponance
Pennsylvania
$2.55M -$579K -2,505 -18%
Handelsbanken Fonder
218
Handelsbanken Fonder
Sweden
$2.54M – – –
SO
219
STRS Ohio
Ohio
$2.51M +$482K +2,087 +24%
MOACM
220
Mutual of America Capital Management
New York
$2.51M +$4.62K +20 +0.2%
FAF
221
Fjarde Ap-fonden
Sweden
$2.5M -$1.22M -5,300 -33%
DWA
222
Dorsey Wright & Associates
California
$2.45M -$17.1K -74 -0.7%
GIA
223
Guyasuta Investment Advisors
Pennsylvania
$2.42M – – –
A
224
AustralianSuper
Australia
$2.4M +$2.4M +10,402 New
GIBU
225
Gulf International Bank (UK)
United Kingdom
$2.38M -$314K -1,358 -12%
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9
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