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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$337M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$670M
3
Millennium Management
3
Millennium Management
New York
$49.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$346M
5
Ameriprise
5
Ameriprise
Minnesota
$74.5M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
526
Bellevue Asset Management
Washington
$2K 3 – –
ZB
527
Zions Bancorporation
Utah
$2K 10 +1 +11%
ADL
528
Asset Dedication LLC
California
$2K 10 +10 New
SWA
529
Sutton Wealth Advisors
Florida
$1.66K 8 – –
Koshinski Asset Management
530
Koshinski Asset Management
Illinois
$1.24K 6 +6 New
EW
531
Evoke Wealth
California
$1K 9 – –
CA
532
Clearstead Advisors
Ohio
$1K 3 – –
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$1K 5 – –
LIM
534
Longfellow Investment Management
Massachusetts
$1K 3 – –
CCM
535
Covington Capital Management
California
$1K 3 +3 New
AF
536
Allworth Financial
California
$1K 5 +5 New
MCM
537
MV Capital Management
Maryland
$1K 7 +7 New
BBHC
538
Brown Brothers Harriman & Co
New York
$4 18 – –
Artisan Partners
539
Artisan Partners
Wisconsin
– – -680,819 Closed
BA
540
Bridgewater Associates
Connecticut
– – -20,688 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
541
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -18,000 Closed
Qube Research & Technologies (QRT)
542
Qube Research & Technologies (QRT)
United Kingdom
– – -14,502 Closed
N
543
Natixis
France
– – -12,256 Closed
TI
544
Trexquant Investment
Connecticut
– – -10,613 Closed
Connor, Clark & Lunn Investment Management (CC&L)
545
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -10,216 Closed
AA
546
ALPS Advisors
Colorado
– – -6,630 Closed
Lazard Asset Management
547
Lazard Asset Management
New York
– – -6,469 Closed
OSIA
548
O'Shares Investment Advisers
Massachusetts
– – -5,188 Closed
FGP
549
Foyston, Gordon, & Payne
Ontario, Canada
– – -4,933 Closed
HBCM
550
Heron Bay Capital Management
Michigan
– – -4,449 Closed
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