IEX icon

IDEX
IEX

Overview Fund Activity

584 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, 219 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+45
Holders Change %
+8.35%
% of All Funds
9.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
219
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M

Top Buyers

1
BlackRock
BlackRock
New York
$1.43B
2
Barclays
Barclays
United Kingdom
$230M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$69.3M
4
Amundi
Amundi
France
$126M
5
ESCM
Echo Street Capital Management
New York
$158M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$578M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$370K
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$896M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$333M
5
PC
Port Capital
Illinois
$72.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
401
Park Avenue Securities
New York
$326K +$55.9K +237 +21%
SPC
402
Sigma Planning Corp
Michigan
$322K +$709 +3 +0.2%
ZCA
403
Zeke Capital Advisors
Pennsylvania
$320K – – –
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$320K +$13.2K +56 +4%
FC
405
FORA Capital
Florida
$320K +$320K +1,354 New
CCA
406
Checchi Capital Advisers
California
$319K -$14.9K -63 -4%
Mercer Global Advisors
407
Mercer Global Advisors
Colorado
$314K +$57.2K +242 +22%
MHIC
408
Marble Harbor Investment Counsel
Massachusetts
$310K – – –
VF
409
Virtu Financial
New York
$309K -$201K -853 -39%
SYBT
410
Stock Yards Bank & Trust
Kentucky
$301K – – –
BW
411
Bison Wealth
Georgia
$300K – – –
IRF
412
IBM Retirement Fund
New York
$298K -$211K -894 -41%
PA
413
Procyon Advisors
Connecticut
$294K – – –
PFO
414
Pathstone Family Office
New Jersey
$291K +$23K +97 +9%
JF
415
Jump Financial
Illinois
$288K +$288K +1,215 New
KPWS
416
Kestra Private Wealth Services
Texas
$285K +$53.2K +225 +23%
ECM
417
ExodusPoint Capital Management
New York
$284K -$1.08M -4,591 -79%
KAS
418
Kestra Advisory Services
Texas
$283K -$6.61K -28 -2%
QCM
419
Quantinno Capital Management
New York
$281K +$281K +1,187 New
CP
420
Covenant Partners
Tennessee
$280K – – –
LWAM
421
Legacy Wealth Asset Management
Minnesota
$279K -$8.99K -38 -3%
AG
422
AIA Group
Hong Kong
$275K +$275K +1,163 New
EF
423
Empirical Finance
Pennsylvania
$275K +$275K +1,163 New
CFG
424
Cooper Financial Group
California
$273K +$946 +4 +0.3%
NFG
425
Nations Financial Group
Iowa
$268K -$7.1K -30 -3%
15 16
17
18 19