We are live on ! Find out more
IEX icon

IDEX
IEX

546 hedge funds and large institutions have $15.1B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 189 increasing their positions, 182 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more capital invested

Capital invested by funds: $13.4B → $15.1B (+$1.62B)

10% more funds holding

Funds holding: 497 → 546 (+49)

4% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 182

0.51% less ownership

Funds ownership: 98.07% → 97.57% (-0.51%)

25% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $15.7M

Holders
546
Holders Change
+49
Holders Change %
+9.86%
% of All Funds
9.66%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
83
Increased
189
Reduced
182
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$77.8M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$73.8M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$54.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$47.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$47.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$96.8M
2
Goldman Sachs
Goldman Sachs
New York
-$87.6M
3
BlackRock
BlackRock
New York
-$86M
4
Bessemer Group
Bessemer Group
New Jersey
-$52.5M
5
ClearBridge Investments
ClearBridge Investments
New York
-$44.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
426
Next Financial Group
Texas
$217K -$2.28K -12 -1%
BTWM
427
Baker Tilly Wealth Management
Wisconsin
$217K +$207K +1,087 New
FAN
428
Financial Advisors Network
California
$217K +$207K +1,088 New
Cerity Partners
429
Cerity Partners
New York
$216K +$206K +1,084 New
QCM
430
Quantinno Capital Management
New York
$216K +$206K +1,085 New
ZIM
431
Zacks Investment Management
Illinois
$209K +$200K +1,050 New
PF
432
Phoenix Financial
Israel
$208K +$202K +1,063 New
Walleye Trading
433
Walleye Trading
New York
$205K +$196K +1,031 New
YIA
434
YHB Investment Advisors
Connecticut
$205K +$196K +1,031 New
PA
435
Profund Advisors
Maryland
$203K +$194K +1,018 New
CCA
436
Cobblestone Capital Advisors
New York
$202K +$192K +1,012 New
TPWA
437
TRUE Private Wealth Advisors
Oregon
$201K – – –
KC
438
Kepos Capital
New York
$197K +$68.3K +359 +57%
BAM
439
Belpointe Asset Management
Nevada
$181K – – –
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$164K +$8.18K +43 +6%
SFS
441
Sowell Financial Services
Arkansas
$155K -$2.66K -14 -2%
IA
442
IndexIQ Advisors
New York
$145K -$68.6K -361 -33%
Acadian Asset Management
443
Acadian Asset Management
Massachusetts
$141K +$34K +179 +34%
LS
444
Livforsakringsbolaget Skandia
Sweden
$139K – – –
HNB
445
Huntington National Bank
Ohio
$129K -$72.6K -382 -37%
NR
446
Newfound Research
Massachusetts
$128K +$89.4K +470 +273%
FF
447
FourThought Financial
Florida
$120K +$115K +607 New
QCG
448
Quadrant Capital Group
Ohio
$114K – – –
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K +$101K +529 New
SFO
450
Standard Family Office
South Dakota
$105K +$100K +528 New
16 17
18
19 20

IEX Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2020, worth a combined $15.1B — up 12% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IEX positions and 31 closed out — a net gain of 52 holders — while 189 added to existing stakes and 182 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $77.8M. The largest seller was Capital World Investors, cutting an estimated $96.8M.

  • 546 institutional investors held IDEX (IEX) as of Q4 2020, up from 497 in Q3 2020.
  • Funds reported $15.1B of IDEX stock for Q4 2020, up 12% quarter-over-quarter.
  • 83 funds opened new IDEX positions in Q4 2020 and 31 closed out, a net change of +52 holders.
  • The largest IDEX buyer in Q4 2020 was Impax Asset Management Group, an estimated $77.8M added.
  • The largest IDEX seller in Q4 2020 was Capital World Investors, an estimated $96.8M sold.

Based on aggregated 13F filings for Q4 2020.