IEX icon

IDEX
IEX

Overview Fund Activity

542 hedge funds and large institutions have $15B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+48
Holders Change %
+9.72%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
82
Increased
188
Reduced
181
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$453M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$491M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$86.1M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$97.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$229M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$406M
2
Goldman Sachs
2
Goldman Sachs
New York
$93.8M
3
BlackRock
3
BlackRock
New York
$1.19B
4
Bessemer Group
4
Bessemer Group
New Jersey
$79.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
226
J.P. Morgan Private Wealth Advisors
California
$1.83M +$226K +1,135 +14%
DWA
227
Dorsey Wright & Associates
California
$1.78M +$1.78M +8,947 New
AI
228
AdvisorShares Investments
Maryland
$1.78M +$1.78M +8,947 New
FL
229
Fort LP
Maryland
$1.78M +$321K +1,609 +22%
QC
230
Quadrature Capital
United Kingdom
$1.74M +$911K +4,572 +110%
CS
231
Candriam SCA
Luxembourg
$1.74M +$117K +587 +7%
BCI
232
Brinker Capital Investments
Pennsylvania
$1.74M +$804K +4,038 +86%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$1.73M +$124K +621 +8%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$1.6M +$581K +2,919 +57%
MA
235
Montag & Associates
Georgia
$1.6M -$69.5K -349 -4%
JIC
236
Johnson Investment Counsel
Ohio
$1.58M -$6.97K -35 -0.4%
HBCM
237
Heron Bay Capital Management
Michigan
$1.56M +$1.56M +7,830 New
BA
238
Bridgewater Associates
Connecticut
$1.52M +$420K +2,107 +38%
BG
239
Bahl & Gaynor
Ohio
$1.52M +$15.7K +79 +1%
PI
240
PEAK6 Investments
Illinois
$1.48M +$1.48M +7,409 New
BA
241
Bard Associates
Illinois
$1.46M – – –
Macquarie Group
242
Macquarie Group
Australia
$1.46M +$121K +607 +9%
II
243
IFM Investors
Australia
$1.46M +$188K +942 +15%
First Manhattan
244
First Manhattan
New York
$1.45M – – –
AA
245
ALPS Advisors
Colorado
$1.44M -$19.9K -100 -1%
SCP
246
Sandhill Capital Partners
New York
$1.43M – – –
CB
247
Commerce Bank
Missouri
$1.41M -$118K -592 -8%
Fidelity International
248
Fidelity International
Bermuda
$1.39M -$137K -688 -9%
Wealthfront Advisers
249
Wealthfront Advisers
California
$1.38M +$155K +778 +13%
AI
250
Atria Investments
North Carolina
$1.38M +$1.38M +6,904 New
8 9
10
11 12