IEX icon

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
+$382M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$62.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$43M
4
ESCM
Echo Street Capital Management
New York
+$38.7M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$32.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
2
Bessemer Group
Bessemer Group
New Jersey
-$82.6M
3
Ameriprise
Ameriprise
Minnesota
-$71.9M
4
Capital World Investors
Capital World Investors
California
-$49.5M
5
ClearBridge Investments
ClearBridge Investments
New York
-$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
426
TRUE Private Wealth Advisors
Oregon
$217K +$5.44K +26 +3%
PA
427
Profund Advisors
Maryland
$216K +$3.14K +15 +1%
CCA
428
Cobblestone Capital Advisors
New York
$212K – – –
SWMP
429
Signature Wealth Management Partners
New Jersey
$209K +$209K +1,000 New
DP
430
Dearborn Partners
Illinois
$209K +$209K +1,000 New
CFG
431
Cooper Financial Group
California
$208K -$36.3K -173 -15%
KC
432
Kepos Capital
New York
$207K – – –
Cetera Investment Advisers
433
Cetera Investment Advisers
Illinois
$200K +$200K +956 New
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$197K +$24.5K +117 +14%
BAM
435
Belpointe Asset Management
Nevada
$191K +$418 +2 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
436
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$187K +$187K +895 New
SIM
437
Sentry Investment Management
Wisconsin
$174K -$831K -3,977 -83%
IA
438
IndexIQ Advisors
New York
$162K +$9.6K +46 +6%
LS
439
Livforsakringsbolaget Skandia
Sweden
$147K – – –
MAM
440
Meeder Asset Management
Ohio
$146K +$84K +401 +135%
HNB
441
Huntington National Bank
Ohio
$132K -$3.77K -18 -3%
FF
442
FourThought Financial
Florida
$127K – – –
QCG
443
Quadrant Capital Group
Ohio
$119K -$209 -1 -0.2%
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K – – –
Acadian Asset Management
445
Acadian Asset Management
Massachusetts
$110K -$37.4K -179 -25%
SFO
446
Standard Family Office
South Dakota
$109K -$1.68K -8 -2%
BFEC
447
Benjamin F. Edwards & Company
Missouri
$109K +$23.4K +112 +27%
DWA
448
Dougherty Wealth Advisers
Minnesota
$99K – – –
CTC
449
Central Trust Company
Missouri
$93K – – –
FHA
450
First Horizon Advisors
Tennessee
$87K – – –
16 17
18
19 20