IDEX
544 hedge funds and large institutions have $16.5B invested in IDEX in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 196 reducing their positions, and 33 closing their positions.
95% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $5.35M
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
6% more capital invested
Capital invested by funds: $15.6B → $16.5B (+$874M)
2% more funds holding
Funds holding: 535 → 544 (+9)
0.89% more ownership
Funds ownership: 98.49% → 99.38% (+0.89%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$172M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$152M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$68.4M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$47.3M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$231M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$56.8M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$38.2M |
| 4 |
BlackRock
New York
|
-$26.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$24M |
IEX Hedge Fund Activity: Q2 2021 in Review
544 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2021, worth a combined $16.5B — up 5.6% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new IEX positions and 33 closed out — a net gain of 16 holders — while 194 added to existing stakes and 196 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $172M. The largest seller was T. Rowe Price Associates, cutting an estimated $231M.
- 544 institutional investors held IDEX (IEX) as of Q2 2021, up from 535 in Q1 2021.
- Funds reported $16.5B of IDEX stock for Q2 2021, up 5.6% quarter-over-quarter.
- 49 funds opened new IDEX positions in Q2 2021 and 33 closed out, a net change of +16 holders.
- The largest IDEX buyer in Q2 2021 was First Trust Advisors, an estimated $172M added.
- The largest IDEX seller in Q2 2021 was T. Rowe Price Associates, an estimated $231M sold.
Based on aggregated 13F filings for Q2 2021.