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IDEX
IEX

618 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $15.4B → $16.6B (+$1.18B)

3.08% more ownership

Funds ownership: 98.2% → 101.29% (+3.1%)

0% more funds holding

Funds holding: 617 → 618 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

18% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 244

43% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $2.04M

Holders
618
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
80
Increased
200
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$560M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$168M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$127M
4
Amundi
Amundi
France
+$83.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$56.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$230M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$146M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$115M
4
Brown Advisory
Brown Advisory
Maryland
-$114M
5
CAM
Congress Asset Management
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.99B -$2.89M -14,308 -0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.61B +$168M +833,772 +13%
BlackRock
3
BlackRock
New York
$1.32B +$21M +103,903 +2%
Morgan Stanley
4
Morgan Stanley
New York
$1.09B +$560M +2,778,067 +123%
State Street
5
State Street
Massachusetts
$650M +$7.88M +39,052 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$482M -$2.43M -12,053 -0.5%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$476M +$17M +84,502 +4%
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$401M +$4.92M +24,374 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$379M +$6.32M +31,340 +2%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$368M +$3.87M +19,191 +1%
Amundi
11
Amundi
France
$360M +$83.4M +413,271 +32%
Barclays
12
Barclays
United Kingdom
$248M -$458K -2,273 -0.2%
CIP
13
Champlain Investment Partners
Vermont
$240M -$7.56M -37,475 -3%
Norges Bank
14
Norges Bank
Norway
$237M +$32M +158,687 +17%
Invesco
15
Invesco
Georgia
$235M +$12.6M +62,624 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$222M -$6.57M -32,567 -3%
Brown Advisory
17
Brown Advisory
Maryland
$198M -$114M -564,755 -38%
ATO
18
Alecta Tjanstepension Omsesidigt
Sweden
$170M +$127M +631,172 +421%
FAM
19
Fenimore Asset Management
New York
$168M +$332K +1,648 +0.2%
Northern Trust
20
Northern Trust
Illinois
$163M -$7.24M -35,902 -5%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$138M -$1.61M -7,971 -1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$135M -$3.41M -16,882 -3%
Charles Schwab
23
Charles Schwab
California
$132M +$3.07M +15,202 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$124M -$2.68M -13,262 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$114M -$6.88M -34,109 -6%
1
2 3 4 5

IEX Hedge Fund Activity: Q4 2023 in Review

618 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2023, worth a combined $16.6B — up 7.6% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IEX positions and 69 closed out — a net gain of 11 holders — while 200 added to existing stakes and 244 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $560M. The largest seller was AllianceBernstein, cutting an estimated $230M.

  • 618 institutional investors held IDEX (IEX) as of Q4 2023, up from 617 in Q3 2023.
  • Funds reported $16.6B of IDEX stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 80 funds opened new IDEX positions in Q4 2023 and 69 closed out, a net change of +11 holders.
  • The largest IDEX buyer in Q4 2023 was Morgan Stanley, an estimated $560M added.
  • The largest IDEX seller in Q4 2023 was AllianceBernstein, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2023.