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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
4
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$198M
5
CAM
5
Congress Asset Management
Massachusetts
$742K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.99B 9,180,201 -14,308 -0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.61B 7,409,706 +833,772 +13%
BlackRock
3
BlackRock
New York
$1.32B 6,068,327 +103,903 +2%
Morgan Stanley
4
Morgan Stanley
New York
$1.09B 5,032,260 +2,778,067 +123%
State Street
5
State Street
Massachusetts
$650M 2,991,611 +39,052 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$482M 2,219,226 -12,053 -0.5%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$476M 2,190,741 +84,502 +4%
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$401M 1,848,751 +24,374 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$379M 1,747,932 +31,340 +2%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$368M 1,693,253 +19,191 +1%
Amundi
11
Amundi
France
$360M 1,695,764 +413,271 +32%
Barclays
12
Barclays
United Kingdom
$248M 1,141,310 -2,273 -0.2%
CIP
13
Champlain Investment Partners
Vermont
$240M 1,105,341 -37,475 -3%
Norges Bank
14
Norges Bank
Norway
$237M 1,093,571 +158,687 +17%
Invesco
15
Invesco
Georgia
$235M 1,083,193 +62,624 +6%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$222M 1,024,541 -32,567 -3%
Brown Advisory
17
Brown Advisory
Maryland
$198M 910,860 -564,755 -38%
ATO
18
Alecta Tjanstepension Omsesidigt
Sweden
$170M 781,172 +631,172 +421%
FAM
19
Fenimore Asset Management
New York
$168M 775,060 +1,648 +0.2%
Northern Trust
20
Northern Trust
Illinois
$163M 749,814 -35,902 -5%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$138M 634,408 -7,971 -1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$135M 623,752 -16,882 -3%
Charles Schwab
23
Charles Schwab
California
$132M 608,744 +15,202 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$124M 572,310 -13,262 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$114M 523,869 -34,109 -6%
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