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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 %
EAM
251
Eagle Asset Management
Florida
$1.44M -$1.44M -6,804 -50%
CG
252
Colony Group
Massachusetts
$1.41M +$1.05K +5 +0.1%
AS
253
Altshuler Shaham
Israel
$1.41M +$361K +1,727 +35%
MML Investors Services
254
MML Investors Services
Massachusetts
$1.41M +$778K +3,718 +124%
CB
255
Commerce Bank
Missouri
$1.39M -$82K -392 -6%
HighTower Advisors
256
HighTower Advisors
Illinois
$1.37M +$49.7K +237 +4%
SAM
257
Securian Asset Management
Minnesota
$1.36M -$41.9K -200 -3%
TC
258
TownSquare Capital
Utah
$1.35M +$85.4K +408 +7%
AAM
259
Azzad Asset Management
Virginia
$1.35M +$677K +3,236 +100%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$1.35M -$25.5K -122 -2%
NB
261
Norinchukin Bank
Japan
$1.32M +$22K +105 +2%
WBC
262
Westpac Banking Corp
Australia
$1.32M – – –
SC
263
Sepio Capital
Utah
$1.3M +$94.2K +450 +8%
BUB
264
BBVA USA Bancshares
Texas
$1.26M -$47.9K -229 -4%
CCM
265
Coldstream Capital Management
Washington
$1.25M +$29.1K +139 +2%
Wealthfront Advisers
266
Wealthfront Advisers
California
$1.24M -$211K -1,008 -15%
MSRPS
267
Maryland State Retirement & Pension System
Maryland
$1.21M +$952K +4,545 +374%
Pacer Advisors
268
Pacer Advisors
Pennsylvania
$1.2M -$30.4K -145 -2%
FGP
269
Foyston, Gordon, & Payne
Ontario, Canada
$1.19M -$36.2K -173 -3%
OQS
270
Occudo Quantitative Strategies
Florida
$1.14M +$1.14M +5,437 New
VanEck Associates
271
VanEck Associates
New York
$1.12M +$96.9K +463 +9%
SAMC
272
Spectrum Asset Management (California)
California
$1.12M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
273
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.12M -$65.1K -311 -6%
DA
274
Duality Advisers
Florida
$1.11M +$1.11M +5,314 New
PCM
275
Peregrine Capital Management
Minnesota
$1.11M – – –
9 10
11
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