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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
+$382M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$62.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$43M
4
ESCM
Echo Street Capital Management
New York
+$38.7M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$32.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
2
Bessemer Group
Bessemer Group
New Jersey
-$82.6M
3
Ameriprise
Ameriprise
Minnesota
-$71.9M
4
Capital World Investors
Capital World Investors
California
-$49.5M
5
ClearBridge Investments
ClearBridge Investments
New York
-$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSIA
276
O'Shares Investment Advisers
Massachusetts
$1.06M -$3.35K -16 -0.3%
YIH
277
Y-Intercept (HK)
Hong Kong
$1.06M +$1.06M +5,028 New
IG
278
ING Group
Netherlands
$1.05M +$837 +4 +0.1%
Federated Hermes
279
Federated Hermes
Pennsylvania
$1.03M -$37.5K -179 -3%
Los Angeles Capital Management
280
Los Angeles Capital Management
California
$1.03M -$13.3M -63,578 -93%
Bank Julius Baer & Co
281
Bank Julius Baer & Co
Switzerland
$1.03M +$443K +2,117 +76%
DSC
282
Duncker Streett & Co
Missouri
$1.01M -$136K -649 -12%
OPPTF
283
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1M +$28K +134 +3%
NMERB
284
New Mexico Educational Retirement Board
New Mexico
$984K – – –
LSERS
285
Louisiana State Employees Retirement System
Louisiana
$984K – – –
NSIM
286
North Star Investment Management
Illinois
$981K – – –
SMDAM
287
Sumitomo Mitsui DS Asset Management
Japan
$975K +$4.39K +21 +0.5%
TC
288
Toews Corporation
New Jersey
$963K +$963K +4,600 New
KRS
289
Kentucky Retirement Systems
Kentucky
$959K -$4.4K -21 -0.5%
BCI
290
Brinker Capital Investments
Pennsylvania
$928K -$899K -4,291 -49%
RJFSA
291
Raymond James Financial Services Advisors
Florida
$921K +$91.9K +439 +11%
MCM
292
MAI Capital Management
Ohio
$916K +$80.4K +384 +10%
TCA
293
Tortoise Capital Advisors
Kansas
$914K +$266K +1,269 +41%
VCM
294
Virtue Capital Management
Tennessee
$913K +$913K +4,361 New
BAM
295
Blueshift Asset Management
New Jersey
$903K +$903K +4,314 New
BMO
296
Beck Mack & Oliver
New York
$890K -$314K -1,500 -26%
EAM
297
EULAV Asset Management
Florida
$882K -$4.29M -20,501 -83%
MYIA
298
Mount Yale Investment Advisors
Colorado
$878K +$37K +177 +4%
TI
299
Tidal Investments
Wisconsin
$877K +$66.7K +319 +8%
AB
300
Amalgamated Bank
New York
$862K -$31.8K -152 -4%
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