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IDEX
IEX

Overview Fund Activity

542 hedge funds and large institutions have $15B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 181 reducing their positions, and 31 closing their positions.

Holders
542
Holders Change
+48
Holders Change %
+9.72%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
82
Increased
188
Reduced
181
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$453M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$491M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$86.1M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$97.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$229M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$406M
2
Goldman Sachs
2
Goldman Sachs
New York
$93.8M
3
BlackRock
3
BlackRock
New York
$1.19B
4
Bessemer Group
4
Bessemer Group
New Jersey
$79.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$123M 614,966 -90,980 -13%
CAM
27
Congress Asset Management
Massachusetts
$116M 583,602 +2,827 +0.5%
ClearBridge Investments
28
ClearBridge Investments
New York
$110M 553,069 -231,764 -30%
Victory Capital Management
29
Victory Capital Management
Texas
$110M 551,359 -47,368 -8%
Legal & General Group
30
Legal & General Group
United Kingdom
$109M 545,765 -236 -0%
Ameriprise
31
Ameriprise
Minnesota
$108M 540,891 +94,170 +21%
Primecap Management
32
Primecap Management
California
$102M 512,390 -34,250 -6%
Charles Schwab
33
Charles Schwab
California
$101M 505,998 +3,876 +0.8%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$97.3M 488,445 +284,746 +140%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$94.3M 473,520 +100,466 +27%
Goldman Sachs
36
Goldman Sachs
New York
$93.8M 470,749 -461,007 -49%
BAMCO Inc
37
BAMCO Inc
New York
$89.3M 448,107 -27,192 -6%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$86.1M 432,311 +388,253 +881%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$84.4M 423,513 -88,309 -17%
OTPPB
40
Ontario Teachers' Pension Plan Board
Ontario, Canada
$83.1M 417,039 -71,495 -15%
CIM
41
CCLA Investment Management
United Kingdom
$82.1M 414,984 +10,334 +3%
SCM
42
Snyder Capital Management
California
$81.6M 409,718 +26,123 +7%
UBS AM
43
UBS AM
Illinois
$81.4M 408,845 +35,787 +10%
Bessemer Group
44
Bessemer Group
New Jersey
$79.1M 397,188 -276,373 -41%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$75.9M 380,830 +12,397 +3%
Allianz Asset Management
46
Allianz Asset Management
Germany
$71.8M 360,246 +21,695 +6%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$68.7M 344,863 +28,803 +9%
GF
48
Gabelli Funds
New York
$66.2M 332,400 -36,500 -10%
AAMU
49
Amundi Asset Management US
Massachusetts
$66.2M 332,235 +180,903 +120%
PC
50
Port Capital
Illinois
$62.8M 315,228 +10,800 +4%
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