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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
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$1.08M -$7.27K -32 -0.7%
KRS
302
Kentucky Retirement Systems
Kentucky
$1.08M +$35.2K +155 +4%
DSC
303
Duncker Streett & Co
Missouri
$1.06M +$227 +1 +0%
VCM
304
Virtue Capital Management
Tennessee
$1.04M -$23.4K -103 -2%
TCA
305
Tortoise Capital Advisors
Kansas
$1.02M -$35.7K -157 -3%
MFGM
306
Marshall Financial Group (Maryland)
Maryland
$1.02M +$180K +792 +22%
KC
307
Kenfarb & Co
Kentucky
$1.01M +$976K +4,295 New
A
308
Astrantus
Cyprus
$993K +$954K +4,200 New
QC
309
Quadrature Capital
United Kingdom
$988K +$534K +2,350 +128%
MYIA
310
Mount Yale Investment Advisors
Colorado
$985K +$3.41K +15 +0.4%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$977K +$942K +4,148 New
BAMF
312
BI Asset Management Fondsmaeglerselskab
Denmark
$955K – – –
SO
313
STRS Ohio
Ohio
$937K -$1.96M -8,612 -68%
DFC
314
DB Fitzpatrick & Co
Idaho
$933K +$897K +3,948 New
CFB
315
Cullen/Frost Bankers
Texas
$929K +$681 +3 +0.1%
EOJOAM
316
E. Ohman J:or Asset Management
Sweden
$922K – – –
LSA
317
Leonteq Securities AG
Switzerland
$908K – – –
SAMC
318
Spectrum Asset Management (California)
California
$898K – – –
KC
319
Kepos Capital
New York
$842K +$368K +1,619 +83%
SWP
320
Stratos Wealth Partners
Ohio
$838K +$454 +2 +0.1%
FA
321
Fagan Associates
New York
$822K – – –
NMIMC
322
Northwestern Mutual Investment Management Company
Wisconsin
$808K -$7.04K -31 -0.9%
Commonwealth Equity Services
323
Commonwealth Equity Services
Massachusetts
$808K +$10.4K +46 +1%
DT
324
Diversified Trust
Tennessee
$787K +$56.8K +250 +8%
SB
325
Simmons Bank
Arkansas
$784K -$21.6K -95 -3%
11 12
13
14 15

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.