IDEX
497 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 162 increasing their positions, 183 reducing their positions, and 45 closing their positions.
31% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $9.79M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more capital invested
Capital invested by funds: $11.8B → $13.4B (+$1.59B)
2% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 45
0% less funds holding
Funds holding: 498 → 497 (-1)
1.37% less ownership
Funds ownership: 99.44% → 98.07% (-1.4%)
11% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$125M |
| 2 |
OAM
Optimal Asset Management
Los Altos,
California
|
+$42.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$27.1M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$23M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$57.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.8M |
| 3 |
BlackRock
New York
|
-$54.2M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$51.1M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$44.3M |
IEX Hedge Fund Activity: Q3 2020 in Review
497 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2020, worth a combined $13.4B — up 13% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IEX positions and 45 closed out — a net gain of 1 holder — while 162 added to existing stakes and 183 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $125M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $57.1M sold.
- 497 institutional investors held IDEX (IEX) as of Q3 2020, down from 498 in Q2 2020.
- Funds reported $13.4B of IDEX stock for Q3 2020, up 13% quarter-over-quarter.
- 46 funds opened new IDEX positions in Q3 2020 and 45 closed out, a net change of +1 holder.
- The largest IDEX buyer in Q3 2020 was Massachusetts Financial Services, an estimated $125M added.
- The largest IDEX seller in Q3 2020 was Ceredex Value Advisors, an estimated $57.1M sold.
Based on aggregated 13F filings for Q3 2020.