IDEX
620 hedge funds and large institutions have $16.1B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 244 reducing their positions, and 69 closing their positions.
16% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 69
4% more capital invested
Capital invested by funds: $15.5B → $16.1B (+$642M)
0% more funds holding
Funds holding: 619 → 620 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.2% less ownership
Funds ownership: 98.24% → 98.04% (-0.2%)
18% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 244
43% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $2.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$168M |
| 2 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$127M |
| 3 |
Amundi
Paris,
France
|
+$83.4M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$56.6M |
| 5 |
Morgan Stanley
New York
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$230M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$146M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$115M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$114M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$109M |
IEX Hedge Fund Activity: Q4 2023 in Review
620 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2023, worth a combined $16.1B — up 4.2% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IEX positions and 69 closed out — a net gain of 11 holders — while 201 added to existing stakes and 244 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was AllianceBernstein, cutting an estimated $230M.
- 620 institutional investors held IDEX (IEX) as of Q4 2023, up from 619 in Q3 2023.
- Funds reported $16.1B of IDEX stock for Q4 2023, up 4.2% 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 T. Rowe Price Associates, an estimated $168M added.
- The largest IDEX seller in Q4 2023 was AllianceBernstein, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2023.