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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 %
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$861K +$26.4K +126 +3%
William Blair & Company
302
William Blair & Company
Illinois
$855K +$192K +919 +29%
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$846K – – –
CFB
304
Cullen/Frost Bankers
Texas
$815K – – –
SWP
305
Stratos Wealth Partners
Ohio
$809K +$4.81K +23 +0.6%
MCCP
306
Mission Creek Capital Partners
California
$804K -$8.37K -40 -1%
QC
307
Quadrature Capital
United Kingdom
$788K -$1.04M -4,979 -57%
FMW
308
Farr Miller & Washington
District of Columbia
$780K +$18.4K +88 +2%
LPL Financial
309
LPL Financial
California
$775K +$134K +639 +21%
ARMT
310
Amica Retiree Medical Trust
Rhode Island
$767K +$121K +579 +19%
PC
311
Permanens Capital
New York
$764K +$126K +600 +20%
OAM
312
Optimal Asset Management
California
$752K +$2.43K +400 +0.3%
FA
313
Fagan Associates
New York
$728K – – –
NMIMC
314
Northwestern Mutual Investment Management Company
Wisconsin
$720K -$150K -715 -17%
NERM
315
New England Research & Management
Illinois
$712K – – –
Creative Planning
316
Creative Planning
Kansas
$706K -$15.1K -72 -2%
SB
317
Simmons Bank
Arkansas
$703K -$22K -105 -3%
FHB
318
First Hawaiian Bank
Hawaii
$691K +$2.93K +14 +0.4%
BCWM
319
Bartlett & Co Wealth Management
Ohio
$680K – – –
BC
320
Bartlett & Co
Ohio
$680K – – –
X
321
Xponance
Pennsylvania
$674K -$17.6K -84 -3%
SWM
322
Segment Wealth Management
Texas
$674K – – –
EP
323
Edgestream Partners
New Jersey
$656K -$1.54M -7,355 -70%
Stifel Financial
324
Stifel Financial
Missouri
$645K +$30.5K +146 +5%
DT
325
Diversified Trust
Tennessee
$644K +$36.6K +175 +6%
11 12
13
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