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IDEX
IEX

Overview Fund Activity

542 hedge funds and large institutions have $15B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 181 reducing their positions, and 31 closing their positions.

Holders
542
Holders Change
+48
Holders Change %
+9.72%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
82
Increased
188
Reduced
181
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$453M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$491M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$86.1M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$97.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$229M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$406M
2
Goldman Sachs
2
Goldman Sachs
New York
$93.8M
3
BlackRock
3
BlackRock
New York
$1.19B
4
Bessemer Group
4
Bessemer Group
New Jersey
$79.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAM2
476
Tru Independence Asset Management 2
Oregon
$31K +$31K +155 New
LWANC
477
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K +$30K +150 New
SWP
478
ShoreHaven Wealth Partners
New Jersey
$30K +$30K +150 New
SWA
479
SOA Wealth Advisors
New York
$29K +$29K +150 New
GAM
480
Gemmer Asset Management
California
$28K – – –
PWM
481
Perigon Wealth Management
California
$26K +$26K +133 New
BCA
482
Berman Capital Advisors
Georgia
$25K +$1.95K +10 +8%
PCG
483
Private Capital Group
Connecticut
$24K +$6.92K +34 +40%
ETC
484
Exchange Traded Concepts
Oklahoma
$22K +$15.3K +76 +230%
CTFG
485
Capstone Triton Financial Group
Oklahoma
$22K +$22K +108 New
FPS
486
Fieldpoint Private Securities
Connecticut
$22K +$22K +110 New
AAP
487
Arax Advisory Partners
Colorado
$21K – – –
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
OC
489
Oakworth Capital
Alabama
$19K – – –
IAS
490
IMA Advisory Services
Colorado
$18K – – –
SC
491
Steph & Co
Wisconsin
$18K – – –
GAM
492
Guinness Asset Management
United Kingdom
$18K +$18K +88 New
IA
493
IFP Advisors
Florida
$16K -$615 -3 -4%
CI
494
CX Institutional
Indiana
$16K +$198 +1 +1%
TPCW
495
TD Private Client Wealth
New York
$15.1K -$398 -2 -3%
CHC
496
City Holding Co
West Virginia
$14K – – –
SPIA
497
Steward Partners Investment Advisory
New York
$14K +$2.17K +11 +18%
WT
498
Whittier Trust
California
$13K +$13K +65 New
TFO
499
Tarbox Family Office
California
$12K – – –
EIM
500
Essex Investment Management
Massachusetts
$12K – – –
18 19
20
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