IEX icon

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 %
PP
551
Paloma Partners
Connecticut
– -$713K -3,579 Closed
SIA
552
Sit Investment Associates
Minnesota
– -$700K -3,515 Closed
Nomura Holdings
553
Nomura Holdings
Japan
– -$698K -3,509 Closed
SI
554
Sapience Investments
California
– -$616K -3,090 Closed
GP
555
Geneva Partners
Wisconsin
– -$558K -2,800 Closed
E
556
Ergoteles
New York
– -$462K -2,318 Closed
AII
557
AGF Investments Inc
Ontario, Canada
– -$404K -2,027 Closed
BTW
558
Boston Trust Walden
Massachusetts
– -$392K -1,970 Closed
AC
559
Athanor Capital
New York
– -$384K -1,927 Closed
KFA
560
Krane Funds Advisors
New York
– -$363K -1,824 Closed
JF
561
Jump Financial
Illinois
– -$321K -1,611 Closed
WG
562
Winton Group
United Kingdom
– -$302K -1,518 Closed
SF
563
Synovus Financial
Georgia
– -$293K -1,446 Closed
CPWM
564
Cypress Point Wealth Management
Texas
– -$272K -1,365 Closed
GAM
565
Gotham Asset Management
New York
– -$257K -1,291 Closed
FAN
566
Financial Advisors Network
California
– -$217K -1,088 Closed
QCM
567
Quantinno Capital Management
New York
– -$216K -1,085 Closed
Cerity Partners
568
Cerity Partners
New York
– -$216K -1,084 Closed
ZIM
569
Zacks Investment Management
Illinois
– -$209K -1,050 Closed
Walleye Trading
570
Walleye Trading
New York
– -$205K -1,031 Closed
PWPS
571
Pinnacle Wealth Planning Services
Ohio
– -$80K -400 Closed
ICP
572
Interchange Capital Partners
Pennsylvania
– -$79K -400 Closed
VCG
573
Vantage Consulting Group
Virginia
– -$73K -367 Closed
RPWA
574
Regent Peak Wealth Advisors
Georgia
– -$45K -225 Closed
TIAM2
575
Tru Independence Asset Management 2
Oregon
– -$31K -155 Closed
20 21 22
23
24