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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 %
EDRH
376
Edmond de Rothschild Holding
Switzerland
$426K +$98.6K +448 +30%
GAM
377
Guinness Asset Management
United Kingdom
$408K +$87.1K +396 +27%
Jane Street
378
Jane Street
New York
$407K +$407K +1,848 New
Nomura Holdings
379
Nomura Holdings
Japan
$403K +$403K +1,835 New
WAM
380
World Asset Management
Michigan
$400K -$18.3K -83 -4%
XT
381
XTX Topco
Cayman Islands
$386K +$386K +1,753 New
BTWM
382
Baker Tilly Wealth Management
Wisconsin
$385K +$78.4K +356 +26%
B
383
BP
United Kingdom
$381K -$204K -929 -35%
SCA
384
Snowden Capital Advisors
New York
$376K +$4.18K +19 +1%
American Century Companies
385
American Century Companies
Missouri
$376K +$133K +606 +55%
AMCA
386
Arthur M. Cohen & Associates
Illinois
$374K – – –
Bessemer Group
387
Bessemer Group
New Jersey
$372K +$1.98K +9 +0.5%
BCV
388
Banque Cantonale Vaudoise
Switzerland
$370K -$18.4K -84 -5%
ECM
389
Estabrook Capital Management
New York
$352K – – –
UCFA
390
United Capital Financial Advisors
Texas
$351K +$55.4K +252 +19%
Rafferty Asset Management
391
Rafferty Asset Management
New York
$349K +$60.5K +275 +21%
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$346K +$87.3K +397 +34%
CC
393
Centiva Capital
New York
$345K +$345K +1,569 New
HSA
394
HBK Sorce Advisory
Pennsylvania
$343K +$4.4K +20 +1%
ASN
395
Advisory Services Network
Georgia
$340K +$14.1K +64 +4%
SM
396
Sciencast Management
New Jersey
$336K +$336K +1,500 New
RIM
397
Redpoint Investment Management
Australia
$321K – – –
GT
398
Greenleaf Trust
Michigan
$320K -$32.4K -147 -9%
Cetera Investment Advisers
399
Cetera Investment Advisers
Illinois
$319K +$109K +493 +52%
YWP
400
YorkBridge Wealth Partners
New York
$318K +$4.4K +20 +1%
14 15
16
17 18