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IDEX
IEX

Overview Fund Activity

584 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, 219 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+45
Holders Change %
+8.35%
% of All Funds
9.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
219
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
+$51.6M
2
Barclays
Barclays
United Kingdom
+$43.7M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$28.8M
4
Amundi
Amundi
France
+$26.6M
5
ESCM
Echo Street Capital Management
New York
+$26M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$187M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$115M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$61M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$51M
5
PC
Port Capital
Illinois
-$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
351
Symmetry Partners
Connecticut
$616K – – –
PF
352
Phoenix Financial
Israel
$596K -$42.1K -179 -7%
VFA
353
Voya Financial Advisors
Connecticut
$596K -$40.2K -171 -6%
TAM
354
Tocqueville Asset Management
New York
$591K – – –
PAG
355
Private Advisor Group
New Jersey
$584K -$200K -847 -26%
American Century Companies
356
American Century Companies
Missouri
$572K +$80.1K +339 +16%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$560K -$10.6K -45 -2%
TI
358
Trexquant Investment
Connecticut
$555K +$555K +2,347 New
BMO
359
Beck Mack & Oliver
New York
$539K -$237K -1,000 -30%
PHS
360
Pekin Hardy Strauss
Illinois
$532K – – –
YMRC
361
Yorktown Management & Research Company
Virginia
$520K – – –
WG
362
Welch Group
Alabama
$519K – – –
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$517K +$151K +639 +41%
AIM
364
Aigen Investment Management
New York
$506K +$506K +2,156 New
GT
365
Glenmede Trust
Pennsylvania
$480K -$205K -868 -30%
WCM Investment Management
366
WCM Investment Management
California
$479K +$3.54K +15 +0.7%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$473K +$156K +661 +49%
CA
368
Centerpoint Advisors
Massachusetts
$472K – – –
KRSITF
369
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$472K +$6.61K +28 +1%
BBVA
370
Banco Bilbao Vizcaya Argentaria
Spain
$448K +$9.88K +42 +2%
NFG
371
Next Financial Group
Texas
$448K +$175K +742 +64%
BC
372
Bridgefront Capital
Texas
$446K +$446K +1,888 New
GCP
373
GSA Capital Partners
United Kingdom
$428K +$117K +493 +37%
EI
374
Ethic Inc
New York
$428K +$428K +1,810 New
SCA
375
Snowden Capital Advisors
New York
$404K +$47.7K +202 +13%
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15
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