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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 %
GIA
401
Gateway Investment Advisers
Ohio
$267K -$30.1K -151 -10%
HH
402
Hilltop Holdings
Texas
$267K -$7.18K -36 -3%
UCFA
403
United Capital Financial Advisors
Texas
$262K +$262K +1,315 New
MHIC
404
Marble Harbor Investment Counsel
Massachusetts
$261K – – –
GAM
405
Gotham Asset Management
New York
$257K -$81K -407 -24%
SYBT
406
Stock Yards Bank & Trust
Kentucky
$254K – – –
RWB
407
RMR Wealth Builders
New Jersey
$253K – – –
APA
408
American Portfolios Advisors
New York
$253K +$2.79K +14 +1%
LWAM
409
Legacy Wealth Asset Management
Minnesota
$252K +$252K +1,265 New
NIMI
410
Natixis Investment Managers International
France
$252K +$252K +1,270 New
PA
411
Procyon Advisors
Connecticut
$249K -$199 -1 -0.1%
M
412
Mirova
France
$248K +$248K +1,250 New
CCA
413
Checchi Capital Advisers
California
$243K +$8.96K +45 +4%
RJT
414
Raymond James Trust
Florida
$232K -$22.2K -111 -9%
CFG
415
Cooper Financial Group
California
$232K +$232K +1,165 New
CS
416
Comerica Securities
Michigan
$231K +$5.59K +28 +2%
GD
417
Grandfield & Dodd
New York
$230K – – –
AIP
418
Ameritas Investment Partners
Nebraska
$230K – – –
ZCA
419
Zeke Capital Advisors
Pennsylvania
$228K +$228K +1,145 New
MSRPS
420
Maryland State Retirement & Pension System
Maryland
$228K +$228K +1,215 New
HCM
421
Harvey Capital Management
Florida
$224K – – –
Fifth Third Bancorp
422
Fifth Third Bancorp
Ohio
$219K +$15.3K +77 +8%
NFG
423
Next Financial Group
Texas
$217K -$2.39K -12 -1%
BTWM
424
Baker Tilly Wealth Management
Wisconsin
$217K +$217K +1,087 New
FAN
425
Financial Advisors Network
California
$217K +$217K +1,088 New
15 16
17
18 19