IDEX
543 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, 181 increasing their positions, 195 reducing their positions, and 39 closing their positions.
39% more call options, than puts
Call options by funds: $9.73M | Put options by funds: $6.99M
15% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 39
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less funds holding
Funds holding: 544 → 543 (-1)
7% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 195
1.44% less ownership
Funds ownership: 99.38% → 97.93% (-1.4%)
7% less capital invested
Capital invested by funds: $16.5B → $15.3B (-$1.14B)
Top Buyers
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$59.1M |
| 2 |
Millennium Management
New York
|
+$46.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$42M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$32.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$30.9M |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$158M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$150M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$72.3M |
| 4 |
JP Morgan Chase
New York
|
-$66.9M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$40.1M |
IEX Hedge Fund Activity: Q3 2021 in Review
543 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2021, worth a combined $15.3B — down 6.9% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IEX positions and 39 closed out — a net gain of 6 holders — while 181 added to existing stakes and 195 trimmed.
The largest buyer was Impax Asset Management Group, adding an estimated $59.1M. The largest seller was First Trust Advisors, cutting an estimated $158M.
- 543 institutional investors held IDEX (IEX) as of Q3 2021, down from 544 in Q2 2021.
- Funds reported $15.3B of IDEX stock for Q3 2021, down 6.9% quarter-over-quarter.
- 45 funds opened new IDEX positions in Q3 2021 and 39 closed out, a net change of +6 holders.
- The largest IDEX buyer in Q3 2021 was Impax Asset Management Group, an estimated $59.1M added.
- The largest IDEX seller in Q3 2021 was First Trust Advisors, an estimated $158M sold.
Based on aggregated 13F filings for Q3 2021.