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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$123M -$17.3M -90,980 -13%
CAM
27
Congress Asset Management
Massachusetts
$116M +$537K +2,827 +0.5%
ClearBridge Investments
28
ClearBridge Investments
New York
$110M -$44.1M -231,764 -30%
Victory Capital Management
29
Victory Capital Management
Texas
$110M -$9.01M -47,368 -8%
Legal & General Group
30
Legal & General Group
United Kingdom
$109M -$44.9K -236 -0%
Ameriprise
31
Ameriprise
Minnesota
$108M +$17.9M +94,170 +21%
Primecap Management
32
Primecap Management
California
$102M -$6.51M -34,250 -6%
Charles Schwab
33
Charles Schwab
California
$101M +$737K +3,876 +0.8%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$97.3M +$54.1M +284,746 +140%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$94.3M +$19.1M +100,466 +27%
Goldman Sachs
36
Goldman Sachs
New York
$93.8M -$87.6M -461,007 -49%
BAMCO Inc
37
BAMCO Inc
New York
$89.3M -$5.17M -27,192 -6%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$86.1M +$73.8M +388,253 +881%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$84.4M -$16.8M -88,309 -17%
OTPPB
40
Ontario Teachers' Pension Plan Board
Ontario, Canada
$83.1M -$13.6M -71,495 -15%
CIM
41
CCLA Investment Management
United Kingdom
$82.1M +$1.96M +10,334 +3%
SCM
42
Snyder Capital Management
California
$81.6M +$4.97M +26,123 +7%
UBS AM
43
UBS AM
Illinois
$81.4M +$6.8M +35,787 +10%
Bessemer Group
44
Bessemer Group
New Jersey
$79.1M -$52.5M -276,373 -41%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$75.9M +$2.36M +12,397 +3%
Allianz Asset Management
46
Allianz Asset Management
Germany
$71.8M +$4.12M +21,695 +6%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$68.7M +$5.48M +28,803 +9%
GF
48
Gabelli Funds
New York
$66.2M -$6.94M -36,500 -10%
AAMU
49
Amundi Asset Management US
Massachusetts
$66.2M +$34.4M +180,903 +120%
PC
50
Port Capital
Illinois
$62.8M +$2.05M +10,800 +4%
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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.