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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$670M
2
Millennium Management
2
Millennium Management
New York
$49.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$346M
4
Ameriprise
4
Ameriprise
Minnesota
$74.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$1.06M -$1.32M -7,220 -55%
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$1.06M -$6.21K -30 -0.6%
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$1.04M -$20.7K -100 -2%
M
279
Mirova
France
$1M +$477K +2,305 +90%
LSERS
280
Louisiana State Employees Retirement System
Louisiana
$973K – – –
NSIM
281
North Star Investment Management
Illinois
$970K – – –
MCM
282
MAI Capital Management
Ohio
$964K +$1.24K +6 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
283
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$958K +$103K +500 +12%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$953K -$5.79K -28 -0.6%
VCM
285
Virtue Capital Management
Tennessee
$934K -$27.7K -134 -3%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$934K +$48.2K +233 +5%
TCA
287
Tortoise Capital Advisors
Kansas
$930K -$26.7K -129 -3%
FMW
288
Farr Miller & Washington
District of Columbia
$927K +$74.5K +360 +9%
DSC
289
Duncker Streett & Co
Missouri
$926K -$46.8K -226 -5%
MCCP
290
Mission Creek Capital Partners
California
$924K +$65.2K +315 +8%
KRS
291
Kentucky Retirement Systems
Kentucky
$913K -$2.48K -12 -0.3%
CWM
292
CIBC World Markets
New York
$887K -$205K -988 -19%
RJFSA
293
Raymond James Financial Services Advisors
Florida
$865K -$51.9K -251 -6%
MYIA
294
Mount Yale Investment Advisors
Colorado
$859K -$13.9K -67 -2%
BAMF
295
BI Asset Management Fondsmaeglerselskab
Denmark
$836K – – –
TRCT
296
Tower Research Capital (TRC)
New York
$834K +$210K +1,015 +34%
CFB
297
Cullen/Frost Bankers
Texas
$813K – – –
X
298
Xponance
Pennsylvania
$808K -$72K -348 -8%
EOJOAM
299
E. Ohman J:or Asset Management
Sweden
$807K +$807K +3,900 New
SAMC
300
Spectrum Asset Management (California)
California
$787K -$113K -544 -13%
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12
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