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IDEX
IEX

Overview Fund Activity

552 hedge funds and large institutions have $14.8B invested in IDEX in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 203 increasing their positions, 188 reducing their positions, and 57 closing their positions.

Holders
552
Holders Change
-9
Holders Change %
-1.6%
% of All Funds
9.55%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
53
Increased
203
Reduced
188
Closed
57
Calls
$6.32M
Puts
$5.16M
Net Calls
+$1.16M
Net Calls Change
+$26.1M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$403M
2
Invesco
2
Invesco
Georgia
$282M
3
CIM
3
CCLA Investment Management
United Kingdom
$70.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.84B
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$320M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$26.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$592M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$383M
4
Brown Advisory
4
Brown Advisory
Maryland
$400M
5
CVA
5
Ceredex Value Advisors
Florida
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B 9,188,089 +252,058 +3%
BlackRock
2
BlackRock
New York
$1.22B 6,128,653 -19,715 -0.3%
State Street
3
State Street
Massachusetts
$594M 2,972,420 -7,602 -0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$592M 2,963,944 -328,426 -10%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$582M 2,914,364 -88,995 -3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$537M 2,687,925 -2,824 -0.1%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$403M 2,018,126 +2,018,126 New
Brown Advisory
8
Brown Advisory
Maryland
$400M 1,999,323 -219,400 -10%
Impax Asset Management Group
9
Impax Asset Management Group
United Kingdom
$383M 1,914,171 -296,872 -13%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$320M 1,602,662 +192,917 +14%
ACM
11
Atlanta Capital Management
Georgia
$300M 1,502,513 +18,184 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$298M 1,493,880 +26,505 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$285M 1,428,020 +182,890 +15%
Invesco
14
Invesco
Georgia
$282M 1,410,117 +474,664 +51%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$275M 1,376,251 +1,459 +0.1%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$257M 1,271,616 -14,404 -1%
CIP
17
Champlain Investment Partners
Vermont
$254M 1,268,695 -26,295 -2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$205M 1,025,701 -38,566 -4%
Barclays
19
Barclays
United Kingdom
$204M 1,022,433 +20,523 +2%
Norges Bank
20
Norges Bank
Norway
$160M 801,420 +120,568 +18%
Northern Trust
21
Northern Trust
Illinois
$153M 763,754 -11,051 -1%
FAM
22
Fenimore Asset Management
New York
$150M 751,670 -1,268 -0.2%
ESCM
23
Echo Street Capital Management
New York
$141M 703,533 +3,336 +0.5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$126M 631,642 -15,654 -2%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$118M 589,309 +6,518 +1%
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