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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
FAF
276
Första AP-fonden
Sweden
$1.37M -$1.16M -5,100 -47%
QT
277
Quantbot Technologies
New York
$1.36M -$256K -1,127 -16%
MSRPS
278
Maryland State Retirement & Pension System
Maryland
$1.36M – – –
SG Americas Securities
279
SG Americas Securities
New York
$1.35M -$4.54K -20 -0.3%
M
280
Mirova
France
$1.34M +$182K +800 +16%
BCWM
281
Bartlett & Co Wealth Management
Ohio
$1.34M +$568K +2,500 +79%
BC
282
Bartlett & Co
Ohio
$1.33M +$568K +2,500 +79%
BCI
283
Brinker Capital Investments
Pennsylvania
$1.32M +$38.6K +170 +3%
SC
284
Sepio Capital
Utah
$1.32M -$80.4K -354 -6%
TRCT
285
Tower Research Capital (TRC)
New York
$1.31M +$348K +1,531 +38%
EGM
286
Engineers Gate Manager
New York
$1.31M +$1.26M +5,532 New
TI
287
Tidal Investments
Wisconsin
$1.3M -$185K -813 -13%
OQS
288
Occudo Quantitative Strategies
Florida
$1.29M +$513K +2,259 +70%
Pacer Advisors
289
Pacer Advisors
Pennsylvania
$1.26M -$1.95M -8,588 -62%
PCM
290
Peregrine Capital Management
Minnesota
$1.25M – – –
Mackenzie Financial
291
Mackenzie Financial
Ontario, Canada
$1.18M -$31.8K -140 -3%
MCCP
292
Mission Creek Capital Partners
California
$1.15M +$87.4K +385 +9%
X
293
Xponance
Pennsylvania
$1.14M +$204K +899 +23%
LSERS
294
Louisiana State Employees Retirement System
Louisiana
$1.13M +$22.7K +100 +2%
MCM
295
MAI Capital Management
Ohio
$1.12M +$21.8K +96 +2%
SIA
296
Schechter Investment Advisors
Michigan
$1.12M +$1.08M +4,747 New
NSIM
297
North Star Investment Management
Illinois
$1.11M – – –
SIM
298
Sentry Investment Management
Wisconsin
$1.1M +$896K +3,944 +543%
NMERB
299
New Mexico Educational Retirement Board
New Mexico
$1.09M -$90.9K -400 -8%
RJFSA
300
Raymond James Financial Services Advisors
Florida
$1.09M +$95.6K +421 +10%
10 11
12
13 14

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.