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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.15B 9,394,748 +206,659 +2%
BlackRock
2
BlackRock
New York
$1.42B 6,232,180 +103,527 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$747M 3,269,952 +306,008 +10%
State Street
4
State Street
Massachusetts
$677M 2,966,731 -5,689 -0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$642M 2,810,372 -103,992 -4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$625M 2,736,556 +48,631 +2%
Morgan Stanley
7
Morgan Stanley
New York
$491M 2,151,334 +1,576,263 +274%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$461M 2,018,566 +440 +0%
Impax Asset Management Group
9
Impax Asset Management Group
United Kingdom
$429M 1,880,247 -33,924 -2%
Brown Advisory
10
Brown Advisory
Maryland
$421M 1,842,366 -156,957 -8%
Invesco
11
Invesco
Georgia
$350M 1,534,178 +124,061 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$349M 1,531,704 +37,824 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$340M 1,489,508 +61,488 +4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$318M 1,392,693 +16,442 +1%
Barclays
15
Barclays
United Kingdom
$239M 1,047,218 +24,785 +2%
Norges Bank
16
Norges Bank
Norway
$227M 992,229 +190,809 +24%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$219M 960,645 -65,056 -6%
CIP
18
Champlain Investment Partners
Vermont
$218M 952,806 -315,889 -25%
Northern Trust
19
Northern Trust
Illinois
$201M 882,017 +118,263 +15%
FAM
20
Fenimore Asset Management
New York
$171M 749,664 -2,006 -0.3%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$146M 640,143 +79,818 +14%
ESCM
22
Echo Street Capital Management
New York
$145M 636,604 -66,929 -10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$143M 625,453 -6,189 -1%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$136M 595,280 +5,971 +1%
Charles Schwab
25
Charles Schwab
California
$134M 586,557 +19,200 +3%
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