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IDEX
IEX

588 hedge funds and large institutions have $17.5B invested in IDEX in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 33

26% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 176

14% more capital invested

Capital invested by funds: $15.3B → $17.5B (+$2.15B)

8% more funds holding

Funds holding: 543 → 588 (+45)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.43% less ownership

Funds ownership: 97.93% → 97.5% (-0.43%)

43% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $9.1M

Holders
588
Holders Change
+45
Holders Change %
+8.29%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
221
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M

Top Buyers

1
BlackRock
BlackRock
New York
+$49.6M
2
Barclays
Barclays
United Kingdom
+$42M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$27.7M
4
Amundi
Amundi
France
+$26.1M
5
ESCM
Echo Street Capital Management
New York
+$25M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$180M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.6M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$49M
5
PC
Port Capital
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$156M -$2.25M -9,900 -1%
CAM
27
Congress Asset Management
Massachusetts
$137M +$1.19M +5,241 +0.9%
Allianz Asset Management
28
Allianz Asset Management
Germany
$135M +$2.65M +11,688 +2%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$133M +$6.59M +29,021 +5%
Legal & General Group
30
Legal & General Group
United Kingdom
$129M -$2.82M -12,398 -2%
Charles Schwab
31
Charles Schwab
California
$126M +$3.17M +13,976 +3%
Amundi
32
Amundi
France
$126M +$26.1M +114,908 +27%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$121M -$438K -1,928 -0.4%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$114M -$8.04M -35,396 -7%
Goldman Sachs
35
Goldman Sachs
New York
$112M +$5.77M +25,397 +6%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$109M +$17.6M +77,455 +20%
SCM
37
Snyder Capital Management
California
$102M +$157K +693 +0.2%
Victory Capital Management
38
Victory Capital Management
Texas
$100M +$23.8M +104,577 +33%
UBS AM
39
UBS AM
Illinois
$99.1M -$76.8K -338 -0.1%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$99M +$13.8M +60,813 +17%
Primecap Management
41
Primecap Management
California
$96.7M -$4.17M -18,380 -4%
Ameriprise
42
Ameriprise
Minnesota
$94.4M +$8.92M +39,274 +11%
BAMCO Inc
43
BAMCO Inc
New York
$90.6M -$605K -2,662 -0.7%
CIM
44
CCLA Investment Management
United Kingdom
$83.3M -$5.18M -22,799 -6%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$82.7M -$2.84M -12,486 -3%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$79.2M -$1.25M -5,496 -2%
ClearBridge Investments
47
ClearBridge Investments
New York
$76.6M +$33.4K +147 +0%
First Trust Advisors
48
First Trust Advisors
Illinois
$72.9M +$3.17M +13,947 +5%
PC
49
Port Capital
Illinois
$72.7M -$40.8M -179,503 -37%
PPA
50
Parametric Portfolio Associates
Washington
$70.4M +$1.57M +6,920 +2%
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IEX Hedge Fund Activity: Q4 2021 in Review

588 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2021, worth a combined $17.5B — up 14% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IEX positions and 33 closed out — a net gain of 51 holders — while 221 added to existing stakes and 176 trimmed.

The largest buyer was BlackRock, adding an estimated $49.6M. The largest seller was Impax Asset Management Group, cutting an estimated $180M.

  • 588 institutional investors held IDEX (IEX) as of Q4 2021, up from 543 in Q3 2021.
  • Funds reported $17.5B of IDEX stock for Q4 2021, up 14% quarter-over-quarter.
  • 84 funds opened new IDEX positions in Q4 2021 and 33 closed out, a net change of +51 holders.
  • The largest IDEX buyer in Q4 2021 was BlackRock, an estimated $49.6M added.
  • The largest IDEX seller in Q4 2021 was Impax Asset Management Group, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2021.