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IDEX
IEX

Overview Fund Activity

531 hedge funds and large institutions have $15.6B invested in IDEX in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 210 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
210
Reduced
179
Closed
59
Calls
$12.6M
Puts
$15.9M
Net Calls
-$3.31M
Net Calls Change
+$662K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$434M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$578M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$43.9M
4
ESCM
Echo Street Capital Management
New York
$101M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$204M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$248M
2
Bessemer Group
Bessemer Group
New Jersey
$351K
3
Ameriprise
Ameriprise
Minnesota
$41.3M
4
Capital World Investors
Capital World Investors
California
$377M
5
ClearBridge Investments
ClearBridge Investments
New York
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
526
KB Financial Partners
New Jersey
$2K +$2K +9 New
SWA
527
Sutton Wealth Advisors
Florida
$1.68K – – –
UFF
528
USA Financial Formulas
Michigan
$1K -$143 -1 -13%
BAM
529
Bellevue Asset Management
Washington
$1K -$333 -1 -25%
LIM
530
Longfellow Investment Management
Massachusetts
$1K – – –
BBHC
531
Brown Brothers Harriman & Co
New York
$4 -$3 -14 -44%
Jennison Associates
532
Jennison Associates
New York
– -$36.7M -184,031 Closed
Balyasny Asset Management
533
Balyasny Asset Management
Illinois
– -$20.4M -102,422 Closed
Marshall Wace
534
Marshall Wace
United Kingdom
– -$8.57M -43,017 Closed
DDC
535
DF Dent & Co
Maryland
– -$4.71M -23,623 Closed
Qube Research & Technologies (QRT)
536
Qube Research & Technologies (QRT)
United Kingdom
– -$2.63M -13,209 Closed
ECM
537
ExodusPoint Capital Management
New York
– -$2.41M -12,108 Closed
Renaissance Technologies
538
Renaissance Technologies
New York
– -$2.1M -10,525 Closed
MSA
539
Mason Street Advisors
Wisconsin
– -$2.08M -10,443 Closed
Jane Street
540
Jane Street
New York
– -$1.88M -9,449 Closed
BOC
541
Barbara Oil Co
Illinois
– -$4.5M -9,000 Closed
AI
542
AdvisorShares Investments
Maryland
– -$1.78M -8,947 Closed
DWA
543
Dorsey Wright & Associates
California
– -$1.78M -8,947 Closed
BA
544
Bridgewater Associates
Connecticut
– -$1.52M -7,652 Closed
PI
545
PEAK6 Investments
Illinois
– -$1.48M -7,409 Closed
GLA
546
Great Lakes Advisors
Illinois
– -$1.25M -6,280 Closed
IECM
547
Intrinsic Edge Capital Management
Illinois
– -$1.22M -6,100 Closed
DTL
548
Dynamic Technology Lab
Singapore
– -$786K -3,948 Closed
Squarepoint
549
Squarepoint
New York
– -$780K -3,914 Closed
MC
550
Maverick Capital
Texas
– -$774K -3,888 Closed
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