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IDEX
IEX

Overview Fund Activity

531 hedge funds and large institutions have $15.6B invested in IDEX in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 210 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
210
Reduced
179
Closed
59
Calls
$12.6M
Puts
$15.9M
Net Calls
-$3.31M
Net Calls Change
+$662K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$434M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$578M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$43.9M
4
ESCM
Echo Street Capital Management
New York
$101M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$204M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$248M
2
Bessemer Group
Bessemer Group
New Jersey
$351K
3
Ameriprise
Ameriprise
Minnesota
$41.3M
4
Capital World Investors
Capital World Investors
California
$377M
5
ClearBridge Investments
ClearBridge Investments
New York
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
401
Stock Yards Bank & Trust
Kentucky
$267K – – –
BW
402
Bison Wealth
Georgia
$266K -$20.5K -98 -7%
CCA
403
Checchi Capital Advisers
California
$266K +$10.1K +48 +4%
RWB
404
RMR Wealth Builders
New Jersey
$265K – – –
LWAM
405
Legacy Wealth Asset Management
Minnesota
$265K – – –
PA
406
Procyon Advisors
Connecticut
$261K – – –
NIMI
407
Natixis Investment Managers International
France
$255K -$10.5K -50 -4%
CP
408
Covenant Partners
Tennessee
$248K -$85.9K -411 -26%
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$246K -$74K -354 -23%
YIA
410
YHB Investment Advisors
Connecticut
$246K +$18.5K +84 +8%
HH
411
Hilltop Holdings
Texas
$243K -$36.6K -175 -13%
RJT
412
Raymond James Trust
Florida
$243K -$419 -2 -0.2%
ZCA
413
Zeke Capital Advisors
Pennsylvania
$240K – – –
KAS
414
Kestra Advisory Services
Texas
$240K +$240K +1,149 New
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$238K +$7.94K +38 +3%
NFG
416
Next Financial Group
Texas
$238K +$10.5K +50 +5%
PAMP
417
Polar Asset Management Partners
Ontario, Canada
$236K -$450K -2,153 -66%
HCM
418
Harvey Capital Management
Florida
$235K – – –
DZ Bank
419
DZ Bank
Germany
$234K -$5.46M -26,100 -96%
PAS
420
Park Avenue Securities
New York
$232K +$232K +1,109 New
American Century Companies
421
American Century Companies
Missouri
$231K +$231K +1,105 New
GD
422
Grandfield & Dodd
New York
$230K -$10.3K -50 -4%
PAG
423
Private Advisor Group
New Jersey
$230K +$230K +1,097 New
AIP
424
Ameritas Investment Partners
Nebraska
$220K -$22K -105 -9%
OFS
425
OneAscent Financial Services
Alabama
$220K +$220K +1,052 New
15 16
17
18 19