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IDEX
IEX

Overview Fund Activity

540 hedge funds and large institutions have $16.5B invested in IDEX in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
9.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
192
Reduced
195
Closed
33
Calls
$10.4M
Puts
$5.35M
Net Calls
+$5.06M
Net Calls Change
+$8.37M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$222M
2
Macquarie Group
2
Macquarie Group
Australia
$153M
3
Brown Advisory
3
Brown Advisory
Maryland
$524M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$326M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$653M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Victory Capital Management
2
Victory Capital Management
Texas
$66.3M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$10.5M
4
BlackRock
4
BlackRock
New York
$1.27B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
351
William Blair & Company
Illinois
$556K -$343K -1,559 -38%
QT
352
Quantbot Technologies
New York
$552K +$257K +1,167 +87%
TAM
353
Tocqueville Asset Management
New York
$550K – – –
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$531K +$188K +854 +55%
CI
355
Cigna Investments
Connecticut
$529K -$76.9K -350 -13%
AAM
356
Advisors Asset Management
Colorado
$521K -$141K -641 -21%
BMSSC
357
B. Metzler seel. Sohn & Co
Germany
$512K +$53.5K +243 +12%
PAMP
358
Polar Asset Management Partners
Ontario, Canada
$506K +$258K +1,171 +104%
PAG
359
Private Advisor Group
New Jersey
$502K +$260K +1,183 +108%
PHS
360
Pekin Hardy Strauss
Illinois
$495K – – –
YMRC
361
Yorktown Management & Research Company
Virginia
$484K – – –
WG
362
Welch Group
Alabama
$483K – – –
MC
363
Maverick Capital
Texas
$478K +$478K +2,172 New
PI
364
PEAK6 Investments
Illinois
$478K +$478K +2,172 New
IRF
365
IBM Retirement Fund
New York
$470K -$93.6K -426 -17%
MFS
366
Mirabella Financial Services
United Kingdom
$462K +$462K +2,099 New
SEC
367
Seven Eight Capital
New York
$462K +$462K +2,100 New
MME
368
Meag Munich Ergo
Germany
$461K -$15.6K -71 -3%
KC
369
Kepos Capital
New York
$455K +$237K +1,076 +109%
ACM
370
AlphaCrest Capital Management
New York
$449K -$51K -232 -10%
SPC
371
Sigma Planning Corp
Michigan
$446K -$4.18K -19 -0.9%
WCM Investment Management
372
WCM Investment Management
California
$440K – – –
CA
373
Centerpoint Advisors
Massachusetts
$440K – – –
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$435K -$25.5K -116 -6%
UIM
375
USS Investment Management
United Kingdom
$434K – – –
13 14
15
16 17