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IDEX
IEX

588 hedge funds and large institutions have $17.5B invested in IDEX in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 33

26% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 176

14% more capital invested

Capital invested by funds: $15.3B → $17.5B (+$2.15B)

8% more funds holding

Funds holding: 543 → 588 (+45)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.43% less ownership

Funds ownership: 97.93% → 97.5% (-0.43%)

43% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $9.1M

Holders
588
Holders Change
+45
Holders Change %
+8.29%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
221
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M

Top Buyers

1
BlackRock
BlackRock
New York
+$49.6M
2
Barclays
Barclays
United Kingdom
+$42M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$27.7M
4
Amundi
Amundi
France
+$26.1M
5
ESCM
Echo Street Capital Management
New York
+$25M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$180M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.6M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$49M
5
PC
Port Capital
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
251
Old National Bancorp
Indiana
$1.88M +$97.4K +429 +6%
HC
252
Henshaw Capital
Massachusetts
$1.86M +$4.32K +19 +0.2%
HIMCH
253
Hartford Investment Management Co (HIMCO)
Connecticut
$1.82M +$140K +618 +9%
BG
254
Bahl & Gaynor
Ohio
$1.8M +$19.1K +84 +1%
MML Investors Services
255
MML Investors Services
Massachusetts
$1.79M +$125K +550 +8%
MA
256
Montag & Associates
Georgia
$1.79M -$42K -185 -2%
MFM
257
MD Financial Management
Ontario, Canada
$1.74M +$15.9K +70 +1%
ACM
258
AlphaCrest Capital Management
New York
$1.73M +$1.02M +4,496 +159%
HW
259
Hancock Whitney
Mississippi
$1.71M -$22.9K -101 -1%
SSA
260
Schonfeld Strategic Advisors
New York
$1.68M +$1.62M +7,123 New
VanEck Associates
261
VanEck Associates
New York
$1.65M +$92K +405 +6%
BA
262
Bard Associates
Illinois
$1.62M -$22.7K -100 -1%
FL
263
Fort LP
Maryland
$1.61M -$91.8K -404 -6%
AS
264
Altshuler Shaham
Israel
$1.59M – – –
CG
265
Colony Group
Massachusetts
$1.58M -$3.63K -16 -0.2%
EAM
266
Eagle Asset Management
Florida
$1.56M +$8.86K +39 +0.6%
LPL Financial
267
LPL Financial
California
$1.55M +$7.5K +33 +0.5%
NB
268
Norinchukin Bank
Japan
$1.53M -$9.09K -40 -0.6%
AAM
269
Azzad Asset Management
Virginia
$1.53M -$1.82K -8 -0.1%
First Manhattan
270
First Manhattan
New York
$1.52M -$114K -500 -7%
Bank Julius Baer & Co
271
Bank Julius Baer & Co
Switzerland
$1.5M +$167K +736 +13%
Wealthfront Advisers
272
Wealthfront Advisers
California
$1.5M +$107K +469 +8%
WBC
273
Westpac Banking Corp
Australia
$1.49M – – –
SAM
274
Securian Asset Management
Minnesota
$1.49M -$22.7K -100 -2%
GT
275
Glenview Trust
Kentucky
$1.4M +$727K +3,200 +117%
9 10
11
12 13

IEX Hedge Fund Activity: Q4 2021 in Review

588 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2021, worth a combined $17.5B — up 14% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IEX positions and 33 closed out — a net gain of 51 holders — while 221 added to existing stakes and 176 trimmed.

The largest buyer was BlackRock, adding an estimated $49.6M. The largest seller was Impax Asset Management Group, cutting an estimated $180M.

  • 588 institutional investors held IDEX (IEX) as of Q4 2021, up from 543 in Q3 2021.
  • Funds reported $17.5B of IDEX stock for Q4 2021, up 14% quarter-over-quarter.
  • 84 funds opened new IDEX positions in Q4 2021 and 33 closed out, a net change of +51 holders.
  • The largest IDEX buyer in Q4 2021 was BlackRock, an estimated $49.6M added.
  • The largest IDEX seller in Q4 2021 was Impax Asset Management Group, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2021.