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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 %
CIS
351
Capital International Sarl
California
$488K -$67.2K -337 -12%
SPC
352
Sigma Planning Corp
Michigan
$487K +$487K +2,445 New
OAM
353
Optimal Asset Management
California
$482K -$467K -119,601 -49%
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$477K -$997 -5 -0.2%
E
355
Ergoteles
New York
$462K -$455K -2,282 -50%
VIA
356
Vident Investment Advisory
Georgia
$460K -$18.9K -95 -4%
EGM
357
Engineers Gate Manager
New York
$451K +$451K +2,266 New
PHS
358
Pekin Hardy Strauss
Illinois
$448K – – –
FA
359
FDx Advisors
Illinois
$445K +$125K +628 +39%
YMRC
360
Yorktown Management & Research Company
Virginia
$438K – – –
KRSITF
361
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$419K +$24.5K +123 +6%
CBT
362
Capital Bank & Trust
California
$414K +$797 +4 +0.2%
BMSSC
363
B. Metzler seel. Sohn & Co
Germany
$410K +$410K +2,084 New
WAM
364
World Asset Management
Michigan
$408K -$18.1K -91 -4%
FPF
365
First Pacific Financial
Washington
$405K +$405K +2,033 New
AII
366
AGF Investments Inc
Ontario, Canada
$404K -$39.5K -198 -9%
CA
367
Centerpoint Advisors
Massachusetts
$398K – – –
UIM
368
USS Investment Management
United Kingdom
$393K – – –
MS
369
Madden Securities
Texas
$393K +$29.8K +150 +8%
BTW
370
Boston Trust Walden
Massachusetts
$392K -$9.55M -47,977 -96%
Commonwealth Equity Services
371
Commonwealth Equity Services
Massachusetts
$392K +$5.38K +27 +1%
OWM
372
OneAscent Wealth Management
Alabama
$389K +$389K +1,955 New
FQ
373
First Quadrant
California
$385K – – –
AC
374
Athanor Capital
New York
$384K -$1.28M -6,432 -77%
TRCT
375
Tower Research Capital (TRC)
New York
$383K -$42K -211 -10%
13 14
15
16 17