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IDEX
IEX

Overview Fund Activity

542 hedge funds and large institutions have $15B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+48
Holders Change %
+9.72%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
82
Increased
188
Reduced
181
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M

Top Buyers

1
KBC Group
KBC Group
Belgium
$453M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$491M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$86.1M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$97.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$229M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$406M
2
Goldman Sachs
Goldman Sachs
New York
$93.8M
3
BlackRock
BlackRock
New York
$1.19B
4
Bessemer Group
Bessemer Group
New Jersey
$79.1M
5
ClearBridge Investments
ClearBridge Investments
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$794K +$23.9K +120 +3%
RJFSA
302
Raymond James Financial Services Advisors
Florida
$789K +$51.8K +260 +7%
DTL
303
Dynamic Technology Lab
Singapore
$786K +$438K +2,199 +126%
Squarepoint
304
Squarepoint
New York
$780K -$2.76M -13,874 -78%
CFB
305
Cullen/Frost Bankers
Texas
$775K +$260K +1,308 +51%
MC
306
Maverick Capital
Texas
$774K +$194K +975 +33%
MCCP
307
Mission Creek Capital Partners
California
$773K +$197K +990 +34%
TI
308
Tidal Investments
Wisconsin
$772K +$190K +954 +33%
SWP
309
Stratos Wealth Partners
Ohio
$766K – – –
AAM
310
Advisors Asset Management
Colorado
$760K -$23.7K -119 -3%
FMW
311
Farr Miller & Washington
District of Columbia
$725K +$33.9K +170 +5%
PP
312
Paloma Partners
Connecticut
$713K -$676K -3,394 -49%
SIA
313
Sit Investment Associates
Minnesota
$700K -$714K -3,585 -50%
Nomura Holdings
314
Nomura Holdings
Japan
$698K +$325K +1,635 +87%
FA
315
Fagan Associates
New York
$693K – – –
SB
316
Simmons Bank
Arkansas
$690K +$690K +3,460 New
Creative Planning
317
Creative Planning
Kansas
$686K -$208K -1,042 -23%
GT
318
Glenmede Trust
Pennsylvania
$681K +$239K +1,199 +54%
NERM
319
New England Research & Management
Illinois
$677K +$677K +3,400 New
B
320
BP
United Kingdom
$669K -$746K -3,742 -53%
X
321
Xponance
Pennsylvania
$658K +$48K +241 +8%
FHB
322
First Hawaiian Bank
Hawaii
$655K -$1.79K -9 -0.3%
PAMP
323
Polar Asset Management Partners
Ontario, Canada
$654K +$654K +3,281 New
BCWM
324
Bartlett & Co Wealth Management
Ohio
$647K -$29.9K -150 -4%
BC
325
Bartlett & Co
Ohio
$647K -$29.9K -150 -4%
11 12
13
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