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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$670M
2
Millennium Management
2
Millennium Management
New York
$49.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$346M
4
Ameriprise
4
Ameriprise
Minnesota
$74.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
401
Covenant Partners
Tennessee
$245K – – –
Bessemer Group
402
Bessemer Group
New Jersey
$240K -$110K -531 -31%
NFG
403
Nations Financial Group
Iowa
$240K +$240K +1,162 New
NFG
404
Next Financial Group
Texas
$239K +$5.59K +27 +2%
CFG
405
Cooper Financial Group
California
$238K +$17.6K +85 +8%
SFI
406
Siemens Fonds Invest
Germany
$238K +$238K +1,151 New
PAS
407
Park Avenue Securities
New York
$237K -$31.5K -152 -12%
OWM
408
OneAscent Wealth Management
Alabama
$237K +$237K +1,147 New
PFO
409
Pathstone Family Office
New Jersey
$234K +$14.5K +70 +7%
VI
410
Vestcor Inc
New Brunswick, Canada
$232K -$31.2K -151 -12%
HCM
411
Harvey Capital Management
Florida
$232K – – –
YIA
412
YHB Investment Advisors
Connecticut
$231K – – –
GD
413
Grandfield & Dodd
New York
$230K – – –
RJT
414
Raymond James Trust
Florida
$226K -$9.34K -45 -4%
Mercer Global Advisors
415
Mercer Global Advisors
Colorado
$225K -$20.9K -101 -9%
PA
416
Profund Advisors
Maryland
$224K +$1.45K +7 +0.6%
Rafferty Asset Management
417
Rafferty Asset Management
New York
$222K -$106K -514 -32%
BAS
418
Brown Advisory Securities
Maryland
$219K +$219K +1,058 New
AIP
419
Ameritas Investment Partners
Nebraska
$217K – – –
CCP
420
Corient Capital Partners
California
$214K +$23.4K +113 +12%
UCFA
421
United Capital Financial Advisors
Texas
$213K -$117K -567 -36%
CNC
422
Canandaigua National Corp
New York
$213K -$33.2K -160 -13%
HH
423
Hilltop Holdings
Texas
$213K -$5.8K -28 -3%
EFSCE
424
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$208K +1,009 +5,935%
OFS
425
OneAscent Financial Services
Alabama
$212K +$212K +1,023 New
15 16
17
18 19