IDEX
619 hedge funds and large institutions have $15.5B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 208 increasing their positions, 245 reducing their positions, and 68 closing their positions.
1.82% more ownership
Funds ownership: 96.42% → 98.24% (+1.8%)
2% less capital invested
Capital invested by funds: $15.7B → $15.5B (-$239M)
3% less funds holding
Funds holding: 639 → 619 (-20)
15% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 245
24% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 68
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
77% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $4.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$781M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$149M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$60.8M |
| 4 |
Amundi
Paris,
France
|
+$57M |
| 5 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$112M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$111M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$79.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.8M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$59.8M |
IEX Hedge Fund Activity: Q3 2023 in Review
619 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2023, worth a combined $15.5B — down 1.5% from $15.7B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of IEX and 52 opened new positions — a net loss of 16 holders — while 245 trimmed existing stakes and 208 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $781M. The largest seller was AllianceBernstein, cutting an estimated $112M.
- 619 institutional investors held IDEX (IEX) as of Q3 2023, down from 639 in Q2 2023.
- Funds reported $15.5B of IDEX stock for Q3 2023, down 1.5% quarter-over-quarter.
- 52 funds opened new IDEX positions in Q3 2023 and 68 closed out, a net change of -16 holders.
- The largest IDEX buyer in Q3 2023 was T. Rowe Price Associates, an estimated $781M added.
- The largest IDEX seller in Q3 2023 was AllianceBernstein, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2023.