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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$670M
2
Millennium Management
2
Millennium Management
New York
$49.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$346M
4
Ameriprise
4
Ameriprise
Minnesota
$74.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Congress Asset Management
Massachusetts
$119M 573,530 +16,072 +3%
ESCM
27
Echo Street Capital Management
New York
$116M 559,452 +57,959 +12%
Allianz Asset Management
28
Allianz Asset Management
Germany
$116M 558,506 +75,414 +16%
Legal & General Group
29
Legal & General Group
United Kingdom
$116M 558,250 +5,170 +0.9%
Luther King Capital Management (LKCM)
30
Luther King Capital Management (LKCM)
Texas
$110M 532,368 +7,743 +1%
Charles Schwab
31
Charles Schwab
California
$107M 518,939 +13,472 +3%
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$107M 518,927 -15,041 -3%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$106M 514,241 -67,053 -12%
PC
34
Port Capital
Illinois
$101M 487,186 +41,872 +9%
OTPPB
35
Ontario Teachers' Pension Plan Board
Ontario, Canada
$101M 486,136 -1,648 -0.3%
Goldman Sachs
36
Goldman Sachs
New York
$92.4M 446,662 -33,652 -7%
SCM
37
Snyder Capital Management
California
$89.1M 430,300 +7,956 +2%
Amundi
38
Amundi
France
$88.6M 427,969 +118,683 +38%
Primecap Management
39
Primecap Management
California
$88.5M 427,465 -4,075 -0.9%
UBS AM
40
UBS AM
Illinois
$86.9M 419,827 +6,596 +2%
BAMCO Inc
41
BAMCO Inc
New York
$79.9M 385,985 -633 -0.2%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$79.6M 384,482 +59,217 +18%
CIM
43
CCLA Investment Management
United Kingdom
$77.8M 375,463 +3,298 +0.9%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$75.1M 362,596 -9,372 -3%
Ameriprise
45
Ameriprise
Minnesota
$74.5M 360,288 +147,167 +69%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$74.1M 357,914 +2,222 +0.6%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$70.5M 340,557 -4,306 -1%
ClearBridge Investments
48
ClearBridge Investments
New York
$67M 323,976 +2,083 +0.6%
Victory Capital Management
49
Victory Capital Management
Texas
$66.2M 320,042 +18,758 +6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$62.3M 301,070 -8,800 -3%
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