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IDEX
IEX

Overview Fund Activity

531 hedge funds and large institutions have $15.6B invested in IDEX in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 210 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
210
Reduced
179
Closed
59
Calls
$12.6M
Puts
$15.9M
Net Calls
-$3.31M
Net Calls Change
+$662K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$434M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$578M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$43.9M
4
ESCM
Echo Street Capital Management
New York
$101M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$204M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$248M
2
Bessemer Group
Bessemer Group
New Jersey
$351K
3
Ameriprise
Ameriprise
Minnesota
$41.3M
4
Capital World Investors
Capital World Investors
California
$377M
5
ClearBridge Investments
ClearBridge Investments
New York
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
226
Metropolitan Life Insurance Company (MetLife)
New York
$1.94M -$92.3K -441 -5%
FL
227
Fort LP
Maryland
$1.88M +$10.7K +51 +0.6%
HIMCH
228
Hartford Investment Management Co (HIMCO)
Connecticut
$1.75M -$75.4K -360 -4%
Voloridge Investment Management
229
Voloridge Investment Management
Florida
$1.74M +$1.74M +8,287 New
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$1.73M +$50.2K +240 +3%
TIS
231
Tortoise Index Solutions
Kansas
$1.72M +$1.72M +8,216 New
SG Americas Securities
232
SG Americas Securities
New York
$1.71M -$319K -1,525 -16%
JPMPWA
233
J.P. Morgan Private Wealth Advisors
California
$1.7M -$217K -1,038 -11%
ONB
234
Old National Bancorp
Indiana
$1.7M +$1.7M +8,113 New
HBCM
235
Heron Bay Capital Management
Michigan
$1.69M +$49.2K +235 +3%
CS
236
Candriam SCA
Luxembourg
$1.67M – – –
JIC
237
Johnson Investment Counsel
Ohio
$1.67M +$10.5K +50 +0.6%
MA
238
Montag & Associates
Georgia
$1.66M -$17K -81 -1%
II
239
IFM Investors
Australia
$1.63M +$102K +487 +7%
BG
240
Bahl & Gaynor
Ohio
$1.55M -$47.5K -227 -3%
WCM
241
Weld Capital Management
New York
$1.55M +$1.17M +5,591 +311%
First Manhattan
242
First Manhattan
New York
$1.54M +$7.95K +38 +0.5%
GT
243
Glenmede Trust
Pennsylvania
$1.52M +$808K +3,863 +113%
BA
244
Bard Associates
Illinois
$1.52M -$20.9K -100 -1%
CWM
245
CIBC World Markets
New York
$1.52M -$1.4M -6,712 -48%
Macquarie Group
246
Macquarie Group
Australia
$1.52M -$20.7K -99 -1%
Public Sector Pension Investment Board (PSP Investments)
247
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M +$257K +1,230 +21%
SCP
248
Sandhill Capital Partners
New York
$1.5M – – –
Osaic Holdings
249
Osaic Holdings
Arizona
$1.47M +$358K +1,710 +32%
AA
250
ALPS Advisors
Colorado
$1.45M -$62.8K -300 -4%
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