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IDEX
IEX

Overview Fund Activity

561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M
5
Millennium Management
5
Millennium Management
New York
$99.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$170M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$2.62M
3
Ameriprise
3
Ameriprise
Minnesota
$26.3M
4
Capital World Investors
4
Capital World Investors
California
$36.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$403M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.62B 8,936,031 +133,174 +2%
BlackRock
2
BlackRock
New York
$1.12B 6,148,368 +84,637 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$598M 3,292,370 -218,025 -6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$545M 3,003,359 -103,406 -3%
State Street
5
State Street
Massachusetts
$541M 2,980,022 -113,748 -4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$489M 2,690,749 +419,007 +18%
Brown Advisory
7
Brown Advisory
Maryland
$403M 2,218,723 -223,514 -9%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$402M 2,211,043 -183,179 -8%
ACM
9
Atlanta Capital Management
Georgia
$270M 1,484,329 -113 -0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$266M 1,467,375 +27,988 +2%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$256M 1,409,745 -46,139 -3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$250M 1,374,792 +152,391 +12%
CIP
13
Champlain Investment Partners
Vermont
$235M 1,294,990 +172,140 +15%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$230M 1,286,020 +29,048 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$226M 1,245,130 +226,831 +22%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$193M 1,064,267 -19,432 -2%
Barclays
17
Barclays
United Kingdom
$182M 1,001,910 -13,466 -1%
Invesco
18
Invesco
Georgia
$170M 935,453 -472,314 -34%
Northern Trust
19
Northern Trust
Illinois
$141M 774,805 -17,616 -2%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$138M 759,892 +114,955 +18%
FAM
21
Fenimore Asset Management
New York
$137M 752,938 -1,345 -0.2%
ESCM
22
Echo Street Capital Management
New York
$127M 700,197 -2,010 -0.3%
Norges Bank
23
Norges Bank
Norway
$124M 680,852 +15,514 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$118M 647,296 -33,148 -5%
CAM
25
Congress Asset Management
Massachusetts
$107M 589,040 +1,693 +0.3%
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