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IDEX
IEX

Overview Fund Activity

572 hedge funds and large institutions have $14.1B invested in IDEX in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 60 closing their positions.

Holders
572
Holders Change
-12
Holders Change %
-2.05%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
234
Reduced
183
Closed
60
Calls
$4.32M
Puts
$9.93M
Net Calls
-$5.61M
Net Calls Change
-$1.66M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$436M
2
CVA
2
Ceredex Value Advisors
Florida
$65.6M
3
CIP
3
Champlain Investment Partners
Vermont
$215M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$208M
5
Citadel Advisors
5
Citadel Advisors
Florida
$50.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$81.7M
2
Invesco
2
Invesco
Georgia
$270M
3
Victory Capital Management
3
Victory Capital Management
Texas
$25.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$673M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B 8,802,857 +53,138 +0.6%
BlackRock
2
BlackRock
New York
$1.16B 6,063,731 +3,574 +0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$673M 3,510,395 -279,739 -7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$596M 3,106,765 +117,605 +4%
State Street
5
State Street
Massachusetts
$593M 3,093,770 -57,973 -2%
Brown Advisory
6
Brown Advisory
Maryland
$468M 2,442,237 +41,744 +2%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$459M 2,394,222 -50,021 -2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$436M 2,271,742 +502,048 +28%
ACM
9
Atlanta Capital Management
Georgia
$285M 1,484,442 +5,339 +0.4%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$279M 1,455,884 +45,187 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$275M 1,439,387 +66,426 +5%
Invesco
12
Invesco
Georgia
$270M 1,407,767 -409,183 -23%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$245M 1,256,972 +49,043 +4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$234M 1,222,401 -120,505 -9%
CIP
15
Champlain Investment Partners
Vermont
$215M 1,122,850 +320,220 +40%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$208M 1,083,699 +223,005 +26%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$195M 1,018,299 -62,523 -6%
Barclays
18
Barclays
United Kingdom
$195M 1,015,376 +41,917 +4%
Northern Trust
19
Northern Trust
Illinois
$152M 792,421 -4,272 -0.5%
FAM
20
Fenimore Asset Management
New York
$145M 754,283 -10,965 -1%
ESCM
21
Echo Street Capital Management
New York
$135M 702,207 +32,890 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$130M 680,444 -59,508 -8%
Norges Bank
23
Norges Bank
Norway
$128M 665,338 +7,205 +1%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$126M 644,937 +132,624 +26%
Bank of America
25
Bank of America
North Carolina
$120M 624,595 -44,565 -7%
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