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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
APWA
526
Atlas Private Wealth Advisors
New Jersey
$4K +$3.8K +20 New
ABC
527
Associated Banc-Corp
Wisconsin
$3K – – –
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
IAIM
529
International Assets Investment Management
Florida
$3K +$2.85K +15 New
LWCFA
530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.04K +16 New
GFPC
531
Global Financial Private Client
Florida
$2.99K – – –
BAM
532
Bellevue Asset Management
Washington
$2K – – –
EW
533
Evoke Wealth
California
$2K – – –
GWS
534
Glassman Wealth Services
Virginia
$2K – – –
UFF
535
USA Financial Formulas
Michigan
$2K – – –
AssetMark Inc
536
AssetMark Inc
California
$2K +$1.71K +9 New
SWA
537
Sutton Wealth Advisors
Florida
$1.59K +$951 +5 +167%
Walleye Capital
538
Walleye Capital
New York
$1.35K -$1.34M -7,025 -51%
Loomis, Sayles & Company
539
Loomis, Sayles & Company
Massachusetts
$1K -$8.75M -46,013 -100%
CFA
540
Carroll Financial Associates
North Carolina
$1K -$46K -242 -98%
MCM
541
Manchester Capital Management
Vermont
$1K – – –
ZB
542
Zions Bancorporation
Utah
$1K – – –
Kayne Anderson Rudnick Investment Management
543
Kayne Anderson Rudnick Investment Management
California
$1K +$570 +3 New
LIM
544
Longfellow Investment Management
Massachusetts
$1K +$570 +3 New
MA
545
MUFG Americas
New York
$1K +$760 +4 New
NSB
546
Norway Savings Bank
Maine
$1K +$1.14K +6 New
1832 Asset Management
547
1832 Asset Management
Ontario, Canada
– -$24.3M -132,700 Closed
Adage Capital Partners
548
Adage Capital Partners
Massachusetts
– -$7.31M -40,076 Closed
Voloridge Investment Management
549
Voloridge Investment Management
Florida
– -$4.19M -22,994 Closed
JCA
550
Jade Capital Advisors
New Jersey
– -$1.82M -10,000 Closed
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.