IDEX
615 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 223 increasing their positions, 180 reducing their positions, and 32 closing their positions.
219% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 32
24% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 180
12% more capital invested
Capital invested by funds: $14.8B → $16.5B (+$1.72B)
11% more funds holding
Funds holding: 556 → 615 (+59)
0.02% less ownership
Funds ownership: 98.11% → 98.08% (-0.02%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
35% less call options, than puts
Call options by funds: $5.84M | Put options by funds: $8.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$352M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$68.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.2M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$46M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$42.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$154M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$70.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$42.1M |
| 4 |
Goldman Sachs
New York
|
-$36.1M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$35.1M |
IEX Hedge Fund Activity: Q4 2022 in Review
615 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2022, worth a combined $16.5B — up 12% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new IEX positions and 32 closed out — a net gain of 70 holders — while 223 added to existing stakes and 180 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $352M. The largest seller was Nordea Investment Management, cutting an estimated $154M.
- 615 institutional investors held IDEX (IEX) as of Q4 2022, up from 556 in Q3 2022.
- Funds reported $16.5B of IDEX stock for Q4 2022, up 12% quarter-over-quarter.
- 102 funds opened new IDEX positions in Q4 2022 and 32 closed out, a net change of +70 holders.
- The largest IDEX buyer in Q4 2022 was Morgan Stanley, an estimated $352M added.
- The largest IDEX seller in Q4 2022 was Nordea Investment Management, an estimated $154M sold.
Based on aggregated 13F filings for Q4 2022.