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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.

New
Increased
Maintained
Reduced
Closed
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 %
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3K +16 New
GFPC
527
Global Financial Private Client
Florida
$2.99K – – –
UFF
528
USA Financial Formulas
Michigan
$2K – – –
GWS
529
Glassman Wealth Services
Virginia
$2K – – –
EW
530
Evoke Wealth
California
$2K – – –
BAM
531
Bellevue Asset Management
Washington
$2K – – –
AssetMark Inc
532
AssetMark Inc
California
$2K +$2K +9 New
SWA
533
Sutton Wealth Advisors
Florida
$1.59K +$996 +5 +167%
Walleye Capital
534
Walleye Capital
New York
$1.35K -$1.4K -7,025 -51%
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$1K -$6.57M -46,013 -100%
CFA
536
Carroll Financial Associates
North Carolina
$1K -$40.3K -242 -98%
MCM
537
Manchester Capital Management
Vermont
$1K – – –
ZB
538
Zions Bancorporation
Utah
$1K – – –
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$1K +$1K +3 New
LIM
540
Longfellow Investment Management
Massachusetts
$1K +$1K +3 New
MA
541
MUFG Americas
New York
$1K +$1K +4 New
NSB
542
Norway Savings Bank
Maine
$1K +$1K +6 New
1832 Asset Management
543
1832 Asset Management
Ontario, Canada
– -$24.3M -132,700 Closed
Adage Capital Partners
544
Adage Capital Partners
Massachusetts
– -$7.31M -40,076 Closed
Voloridge Investment Management
545
Voloridge Investment Management
Florida
– -$4.19M -22,994 Closed
JCA
546
Jade Capital Advisors
New Jersey
– -$1.82M -10,000 Closed
KWILP
547
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.13M -6,199 Closed
TC
548
Toews Corporation
New Jersey
– -$1M -5,500 Closed
CC
549
Centiva Capital
New York
– -$926K -5,079 Closed
QSS
550
Quantitative Systematic Strategies
Florida
– -$760K -4,166 Closed
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