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IDEX
IEX

546 hedge funds and large institutions have $15.1B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 189 increasing their positions, 182 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more capital invested

Capital invested by funds: $13.4B → $15.1B (+$1.62B)

10% more funds holding

Funds holding: 497 → 546 (+49)

4% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 182

0.51% less ownership

Funds ownership: 98.07% → 97.57% (-0.51%)

25% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $15.7M

Holders
546
Holders Change
+49
Holders Change %
+9.86%
% of All Funds
9.66%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
83
Increased
189
Reduced
182
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$77.8M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$73.8M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$54.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$47.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$47.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$96.8M
2
Goldman Sachs
Goldman Sachs
New York
-$87.6M
3
BlackRock
BlackRock
New York
-$86M
4
Bessemer Group
Bessemer Group
New Jersey
-$52.5M
5
ClearBridge Investments
ClearBridge Investments
New York
-$44.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$14K +$2.09K +11 +18%
WT
502
Whittier Trust
California
$13K +$12.4K +65 New
EIM
503
Essex Investment Management
Massachusetts
$12K – – –
TFO
504
Tarbox Family Office
California
$12K – – –
BWM
505
BerganKDV Wealth Management
Minnesota
$11K +$1.71K +9 +20%
TFS
506
TrustCore Financial Services
Tennessee
$11K +$10.1K +53 New
PFBT
507
Parkside Financial Bank & Trust
Missouri
$10K +$380 +2 +4%
CAAS
508
Capital Asset Advisory Services
Michigan
$10K +$9.7K +51 New
DAM
509
Delta Asset Management
Tennessee
$9K – – –
SLF
510
Sun Life Financial
Ontario, Canada
$9K – – –
CFD
511
Creative Financial Designs
Indiana
$8K – – –
EARNEST Partners
512
EARNEST Partners
Georgia
$8K – – –
VCM
513
Versant Capital Management
Arizona
$8K – – –
FCH
514
Freestone Capital Holdings
Washington
$7.97K – – –
VNA
515
Valley National Advisers
Pennsylvania
$7K – – –
CCA
516
Childress Capital Advisors
Texas
$7K +$6.46K +34 New
VAIA
517
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.7K -30 -49%
BBHC
518
Brown Brothers Harriman & Co
New York
$6K – – –
PWMG
519
Prestige Wealth Management Group
New Jersey
$5K – – –
TWA
520
TCI Wealth Advisors
Arizona
$5K – – –
PFO
521
Pathstone Family Office
New Jersey
$5K +$4.75K +25 New
AIG
522
American International Group
New York
$4.82K -$131K -687 -3%
TJHA
523
Thomas J. Herzfeld Advisors
Florida
$4K – – –
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.33K +7 +50%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.61K +19 New
19 20
21
22 23

IEX Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2020, worth a combined $15.1B — up 12% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IEX positions and 31 closed out — a net gain of 52 holders — while 189 added to existing stakes and 182 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $77.8M. The largest seller was Capital World Investors, cutting an estimated $96.8M.

  • 546 institutional investors held IDEX (IEX) as of Q4 2020, up from 497 in Q3 2020.
  • Funds reported $15.1B of IDEX stock for Q4 2020, up 12% quarter-over-quarter.
  • 83 funds opened new IDEX positions in Q4 2020 and 31 closed out, a net change of +52 holders.
  • The largest IDEX buyer in Q4 2020 was Impax Asset Management Group, an estimated $77.8M added.
  • The largest IDEX seller in Q4 2020 was Capital World Investors, an estimated $96.8M sold.

Based on aggregated 13F filings for Q4 2020.