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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.78%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.37B
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$380M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$167M
4
Ameriprise
4
Ameriprise
Minnesota
$76.7M
5
Amundi
5
Amundi
France
$261M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
3
Invesco
Georgia
$212M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
5
Brown Advisory
Maryland
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B 9,194,509 -161,176 -2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.37B 6,575,934 +3,601,963 +121%
BlackRock
3
BlackRock
New York
$1.24B 5,964,424 +1,774 +0%
State Street
4
State Street
Massachusetts
$614M 2,952,559 -41,201 -1%
Morgan Stanley
5
Morgan Stanley
New York
$469M 2,254,193 -60,765 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$464M 2,231,279 -144,701 -6%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$438M 2,106,239 -1,261 -0.1%
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$380M 1,824,377 +1,824,377 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$356M 1,716,592 +36,198 +2%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$348M 1,674,062 -147,551 -8%
Brown Advisory
11
Brown Advisory
Maryland
$307M 1,475,615 -275,724 -16%
AllianceBernstein
12
AllianceBernstein
Tennessee
$262M 1,258,350 -514,179 -29%
Amundi
13
Amundi
France
$261M 1,282,493 +262,970 +26%
Barclays
14
Barclays
United Kingdom
$238M 1,143,583 +36,928 +3%
CIP
15
Champlain Investment Partners
Vermont
$238M 1,142,816 +73,820 +7%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$220M 1,057,108 -50,119 -5%
Invesco
17
Invesco
Georgia
$212M 1,020,569 -366,841 -26%
Norges Bank
18
Norges Bank
Norway
$194M 934,884 +55,540 +6%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$167M 800,694 +686,364 +600%
Northern Trust
20
Northern Trust
Illinois
$163M 785,716 +45,120 +6%
FAM
21
Fenimore Asset Management
New York
$161M 773,412 +29,258 +4%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$134M 642,379 +1,053 +0.2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$133M 640,634 -298,500 -32%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$126M 607,036 -511,408 -46%
Charles Schwab
25
Charles Schwab
California
$123M 593,542 +7,559 +1%
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