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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 %
Mackenzie Financial
326
Mackenzie Financial
Ontario, Canada
$641K +$260K +1,244 +68%
MOS
327
MGO One Seven
Ohio
$631K -$2.93K -14 -0.5%
LIA
328
LS Investment Advisors
Michigan
$630K -$774K -3,697 -55%
AAM
329
Advisors Asset Management
Colorado
$630K -$169K -807 -21%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$623K +$122K +583 +24%
KeyBank National Association
331
KeyBank National Association
Ohio
$617K +$26.1K +125 +4%
EGM
332
Engineers Gate Manager
New York
$598K +$123K +589 +26%
FC
333
FORA Capital
Florida
$590K +$590K +2,820 New
CIS
334
Capital International Sarl
California
$578K +$65.3K +312 +13%
S
335
Seeyond
France
$578K +$177K +845 +44%
AP
336
Advisor Partners
California
$577K -$1.26K -6 -0.2%
CI
337
Cigna Investments
Connecticut
$576K +$14.4K +69 +3%
FA
338
FDx Advisors
Illinois
$570K +$103K +491 +22%
AWM
339
Avior Wealth Management
Nebraska
$562K -$836 -4 -0.1%
BMM
340
Buffington Mohr McNeal
Idaho
$560K – – –
MS
341
Madden Securities
Texas
$560K +$147K +700 +35%
B
342
BP
United Kingdom
$557K -$146K -697 -21%
GT
343
Glenview Trust
Kentucky
$549K +$30.8K +147 +6%
SP
344
Symmetry Partners
Connecticut
$546K -$628 -3 -0.1%
IRF
345
IBM Retirement Fund
New York
$537K -$48K -229 -8%
CCIA
346
Campbell & Co Investment Adviser
Maryland
$531K -$796K -3,800 -60%
TAM
347
Tocqueville Asset Management
New York
$523K – – –
CSS
348
Cubist Systematic Strategies
Connecticut
$518K -$2.1M -10,023 -80%
FPF
349
First Pacific Financial
Washington
$491K +$65.5K +313 +15%
M
350
Mirova
France
$491K +$230K +1,100 +88%
12 13
14
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