617 hedge funds and large institutions have $17.8B invested in IDEX in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 226 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
8.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
221
Reduced
226
Closed
43
Calls
$2.76M
Puts
$1.73M
Net Calls
+$1.03M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.25B +$5.34M +21,873 +0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.94B +$135M +555,250 +7%
BlackRock
3
BlackRock
New York
$1.48B +$3.84M +15,725 +0.3%
State Street
4
State Street
Massachusetts
$727M -$2.6M -10,663 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$559M -$669M -2,741,790 -54%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$479M -$55.7M -228,409 -10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$478M -$63.6M -260,471 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$444M +$18.1M +74,276 +4%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$432M +$19.1M +78,463 +5%
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$407M -$44.6M -182,754 -10%
Invesco
11
Invesco
Georgia
$326M +$62M +254,036 +23%
Amundi
12
Amundi
France
$300M -$92.6M -399,919 -24%
Barclays
13
Barclays
United Kingdom
$285M +$6.51M +26,698 +2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$272M +$21.9M +89,916 +9%
Brown Advisory
15
Brown Advisory
Maryland
$213M -$9.23M -37,806 -4%
Norges Bank
16
Norges Bank
Norway
$207M -$59.7M -244,669 -22%
FAM
17
Fenimore Asset Management
New York
$197M +$8.36M +34,264 +4%
ATO
18
Alecta Tjanstepension Omsesidigt
Sweden
$195M +$4.59M +18,828 +2%
CIP
19
Champlain Investment Partners
Vermont
$179M -$91.2M -373,690 -34%
Northern Trust
20
Northern Trust
Illinois
$173M -$9.55M -39,149 -5%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$157M +$2.44M +10,016 +2%
Charles Schwab
22
Charles Schwab
California
$150M +$1.75M +7,174 +1%
Fisher Asset Management
23
Fisher Asset Management
Washington
$138M +$32.9M +134,864 +31%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$135M -$4.6M -18,833 -3%
UBS AM
25
UBS AM
Illinois
$126M +$571K +2,342 +0.5%