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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
Brown Advisory
Maryland
$198M
5
CAM
Congress Asset Management
Massachusetts
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMSA
201
Weiss Multi-Strategy Advisers
New York
$3.35M -$1.21M -5,578 -27%
EAM
202
Eagle Asset Management
Florida
$3.19M +$1.4M +6,471 +79%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$3.09M +$465K +2,141 +18%
HighTower Advisors
204
HighTower Advisors
Illinois
$3.05M -$203K -934 -6%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$3.02M -$867K -3,995 -22%
JF
206
Jump Financial
Illinois
$2.98M +$2.98M +13,730 New
FC
207
FORA Capital
Florida
$2.98M +$2.98M +13,724 New
LPL Financial
208
LPL Financial
California
$2.97M -$810K -3,730 -21%
BF
209
BOK Financial
Oklahoma
$2.94M +$9.77K +45 +0.3%
PAM
210
Panagora Asset Management
Massachusetts
$2.9M -$135K -622 -4%
CNB
211
Czech National Bank
Czech Republic
$2.88M +$6.95K +32 +0.2%
EP
212
Edgestream Partners
New Jersey
$2.85M +$2.85M +13,127 New
URS
213
Utah Retirement Systems
Utah
$2.85M +$21.7K +100 +0.8%
Millennium Management
214
Millennium Management
New York
$2.77M -$7.53M -34,675 -73%
QC
215
Quadrature Capital
United Kingdom
$2.75M +$629K +2,898 +30%
Holocene Advisors
216
Holocene Advisors
New York
$2.72M +$2.12M +9,787 +360%
CCM
217
Coldstream Capital Management
Washington
$2.61M +$129K +592 +5%
RFC
218
Regions Financial Corp
Alabama
$2.58M -$1.48M -6,835 -37%
State of Tennessee, Department of Treasury
219
State of Tennessee, Department of Treasury
Tennessee
$2.5M -$5.41M -24,914 -68%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$2.47M -$172K -793 -7%
SAM
221
Silvercrest Asset Management
New York
$2.47M +$195K +900 +9%
QT
222
Quantbot Technologies
New York
$2.46M +$2.46M +11,314 New
GC
223
Guggenheim Capital
Illinois
$2.43M +$35.6K +164 +1%
TRCT
224
Tower Research Capital (TRC)
New York
$2.43M +$1.32M +6,074 +119%
SG Americas Securities
225
SG Americas Securities
New York
$2.39M +$2.39M +11,004 New
7 8
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