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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
1
Brown Advisory
Maryland
$434M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$578M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$43.9M
4
ESCM
4
Echo Street Capital Management
New York
$101M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$204M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M
2
Bessemer Group
2
Bessemer Group
New Jersey
$351K
3
Ameriprise
3
Ameriprise
Minnesota
$41.3M
4
Capital World Investors
4
Capital World Investors
California
$377M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$130M +$1.47M +7,036 +1%
CAM
27
Congress Asset Management
Massachusetts
$119M -$2.96M -14,123 -2%
Victory Capital Management
28
Victory Capital Management
Texas
$117M +$1.49M +7,111 +1%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$115M +$26.1M +124,661 +29%
Legal & General Group
30
Legal & General Group
United Kingdom
$114M -$316K -1,511 -0.3%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$106M +$3.26M +15,597 +3%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$105M +$5.52M +26,368 +6%
Charles Schwab
33
Charles Schwab
California
$103M -$2.53M -12,105 -2%
ESCM
34
Echo Street Capital Management
New York
$101M +$38.7M +184,750 +62%
OTPPB
35
Ontario Teachers' Pension Plan Board
Ontario, Canada
$94.7M +$7.44M +35,549 +9%
PC
36
Port Capital
Illinois
$94M +$28M +133,817 +42%
Primecap Management
37
Primecap Management
California
$92.7M -$14.5M -69,390 -14%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$89M -$1.46M -6,986 -2%
SCM
39
Snyder Capital Management
California
$88.8M +$3M +14,348 +4%
UBS AM
40
UBS AM
Illinois
$86.9M +$1.32M +6,329 +2%
Allianz Asset Management
41
Allianz Asset Management
Germany
$83.7M +$8.31M +39,693 +11%
BAMCO Inc
42
BAMCO Inc
New York
$81.5M -$12.3M -58,971 -13%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$80.2M +$455K +2,172 +0.6%
Goldman Sachs
44
Goldman Sachs
New York
$76.8M -$21.8M -104,087 -22%
CIM
45
CCLA Investment Management
United Kingdom
$73.1M -$13.7M -65,637 -16%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$72.2M – – –
AAMU
47
Amundi Asset Management US
Massachusetts
$71.3M +$1.76M +8,385 +3%
KBC Group
48
KBC Group
Belgium
$69.9M -$16.5M -78,976 -19%
ClearBridge Investments
49
ClearBridge Investments
New York
$67.4M -$48.3M -230,869 -42%
GF
50
Gabelli Funds
New York
$65.1M -$4.44M -21,197 -6%
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