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IDEX
IEX

543 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, 181 increasing their positions, 195 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $6.99M

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less funds holding

Funds holding: 544 → 543 (-1)

7% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 195

1.44% less ownership

Funds ownership: 99.38% → 97.93% (-1.4%)

7% less capital invested

Capital invested by funds: $16.5B → $15.3B (-$1.14B)

Holders
543
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
9.51%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
181
Reduced
195
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$59.1M
2
Millennium Management
Millennium Management
New York
+$46.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$42M
4
Ameriprise
Ameriprise
Minnesota
+$32.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$30.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$158M
2
Artisan Partners
Artisan Partners
Wisconsin
-$150M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$72.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$66.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$40.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
576
Standard Family Office
South Dakota
– -$114K -520 Closed
CFO
577
CVA Family Office
Colorado
– -$22K -101 Closed
FWM
578
FFT Wealth Management
Pennsylvania
– -$11K -50 Closed
KFP
579
KB Financial Partners
New Jersey
– -$2K -9 Closed
WWM
580
Wolff Wiese Magana
California
– -$2K -8 Closed
AA
581
Ancora Advisors
Ohio
– -$1K -3 Closed
FWM
582
Filbrandt Wealth Management
Wisconsin
– +$444 +2 New
20 21 22 23
24

IEX Hedge Fund Activity: Q3 2021 in Review

543 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2021, worth a combined $15.3B — down 6.9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IEX positions and 39 closed out — a net gain of 6 holders — while 181 added to existing stakes and 195 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $59.1M. The largest seller was First Trust Advisors, cutting an estimated $158M.

  • 543 institutional investors held IDEX (IEX) as of Q3 2021, down from 544 in Q2 2021.
  • Funds reported $15.3B of IDEX stock for Q3 2021, down 6.9% quarter-over-quarter.
  • 45 funds opened new IDEX positions in Q3 2021 and 39 closed out, a net change of +6 holders.
  • The largest IDEX buyer in Q3 2021 was Impax Asset Management Group, an estimated $59.1M added.
  • The largest IDEX seller in Q3 2021 was First Trust Advisors, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2021.