IDEX
588 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, 221 increasing their positions, 176 reducing their positions, and 33 closing their positions.
155% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 33
26% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 176
14% more capital invested
Capital invested by funds: $15.3B → $17.5B (+$2.15B)
8% more funds holding
Funds holding: 543 → 588 (+45)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.43% less ownership
Funds ownership: 97.93% → 97.5% (-0.43%)
43% less call options, than puts
Call options by funds: $5.15M | Put options by funds: $9.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$49.6M |
| 2 |
Barclays
London,
United Kingdom
|
+$42M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$27.7M |
| 4 |
Amundi
Paris,
France
|
+$26.1M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$180M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$110M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$58.6M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$49M |
| 5 |
PC
Port Capital
Chicago,
Illinois
|
-$40.8M |
IEX Hedge Fund Activity: Q4 2021 in Review
588 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2021, worth a combined $17.5B — up 14% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new IEX positions and 33 closed out — a net gain of 51 holders — while 221 added to existing stakes and 176 trimmed.
The largest buyer was BlackRock, adding an estimated $49.6M. The largest seller was Impax Asset Management Group, cutting an estimated $180M.
- 588 institutional investors held IDEX (IEX) as of Q4 2021, up from 543 in Q3 2021.
- Funds reported $17.5B of IDEX stock for Q4 2021, up 14% quarter-over-quarter.
- 84 funds opened new IDEX positions in Q4 2021 and 33 closed out, a net change of +51 holders.
- The largest IDEX buyer in Q4 2021 was BlackRock, an estimated $49.6M added.
- The largest IDEX seller in Q4 2021 was Impax Asset Management Group, an estimated $180M sold.
Based on aggregated 13F filings for Q4 2021.