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IDEX
IEX

Overview Fund Activity

584 hedge funds and large institutions have $17.5B invested in IDEX in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 176 reducing their positions, and 33 closing their positions.

Holders
584
Holders Change
+45
Holders Change %
+8.35%
% of All Funds
9.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
219
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.43B
2
Barclays
2
Barclays
United Kingdom
$230M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$69.3M
4
Amundi
4
Amundi
France
$126M
5
ESCM
5
Echo Street Capital Management
New York
$158M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$578M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$370K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$896M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$333M
5
PC
5
Port Capital
Illinois
$72.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
576
Longfellow Investment Management
Massachusetts
$1K – – –
RFA
577
Reilly Financial Advisors
California
$1K +$1K +4 New
SC
578
Schubert & Co
Texas
$1K +$1K +5 New
LWA
579
Lenox Wealth Advisors
New York
$1K +$1K +6 New
ACM
580
Absolute Capital Management
Pennsylvania
$473 +$473 +2 New
MP
581
McDonald Partners
Ohio
$473 +$473 +2 New
CP
582
Castleview Partners
Texas
$50 +$50 +11,816 New
BBHC
583
Brown Brothers Harriman & Co
New York
$4 – – –
ACI
584
AMP Capital Investors
Australia
– -$4.49M -21,694 Closed
DA
585
Duality Advisers
Florida
– -$4.32M -20,876 Closed
Adage Capital Partners
586
Adage Capital Partners
Massachusetts
– -$3.69M -17,844 Closed
WMSA
587
Weiss Multi-Strategy Advisers
New York
– -$2M -9,670 Closed
EP
588
Edgestream Partners
New Jersey
– -$1.99M -9,620 Closed
AI
589
AdvisorShares Investments
Maryland
– -$1.9M -9,191 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
590
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$958K -4,630 Closed
QP
591
Quilter Plc
United Kingdom
– -$730K -3,528 Closed
Capstone Investment Advisors
592
Capstone Investment Advisors
New York
– -$590K -2,850 Closed
EDRH
593
Edmond de Rothschild Holding
Switzerland
– -$400K -1,935 Closed
TC
594
Toews Corporation
New Jersey
– -$393K -1,900 Closed
FRM
595
Fox Run Management
Connecticut
– -$375K -1,814 Closed
CI
596
CX Institutional
Indiana
– -$354K -1,710 Closed
MS
597
Maven Securities
Jersey
– -$321K -1,553 Closed
PAMP
598
Polar Asset Management Partners
Ontario, Canada
– -$306K -1,479 Closed
RWB
599
RMR Wealth Builders
New Jersey
– -$262K -1,268 Closed
SFI
600
Siemens Fonds Invest
Germany
– -$238K -1,151 Closed
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