IDEX
614 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 259 reducing their positions, and 46 closing their positions.
15% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 46
3% more capital invested
Capital invested by funds: $16.5B → $17B (+$516M)
0% less funds holding
Funds holding: 615 → 614 (-1)
0.29% less ownership
Funds ownership: 98.08% → 97.79% (-0.29%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
29% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 259
69% less call options, than puts
Call options by funds: $3.39M | Put options by funds: $11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$259M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$55.7M |
| 3 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$45.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$41.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$130M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$82.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.3M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$63.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$39.8M |
IEX Hedge Fund Activity: Q1 2023 in Review
614 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2023, worth a combined $17B — up 3.1% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IEX positions and 46 closed out — a net gain of 7 holders — while 185 added to existing stakes and 259 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $259M. The largest seller was Nordea Investment Management, cutting an estimated $130M.
- 614 institutional investors held IDEX (IEX) as of Q1 2023, down from 615 in Q4 2022.
- Funds reported $17B of IDEX stock for Q1 2023, up 3.1% quarter-over-quarter.
- 53 funds opened new IDEX positions in Q1 2023 and 46 closed out, a net change of +7 holders.
- The largest IDEX buyer in Q1 2023 was T. Rowe Price Associates, an estimated $259M added.
- The largest IDEX seller in Q1 2023 was Nordea Investment Management, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2023.