We are live on ! Find out more
IEX icon

IDEX
IEX

588 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, 221 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 33

26% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 176

14% more capital invested

Capital invested by funds: $15.3B → $17.5B (+$2.15B)

8% more funds holding

Funds holding: 543 → 588 (+45)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.43% less ownership

Funds ownership: 97.93% → 97.5% (-0.43%)

43% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $9.1M

Holders
588
Holders Change
+45
Holders Change %
+8.29%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
221
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M

Top Buyers

1
BlackRock
BlackRock
New York
+$49.6M
2
Barclays
Barclays
United Kingdom
+$42M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$27.7M
4
Amundi
Amundi
France
+$26.1M
5
ESCM
Echo Street Capital Management
New York
+$25M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$180M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.6M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$49M
5
PC
Port Capital
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MS
601
Maven Securities
Jersey
– -$353K -1,553 Closed
PAMP
602
Polar Asset Management Partners
Ontario, Canada
– -$306K -1,479 Closed
RWB
603
RMR Wealth Builders
New Jersey
– -$262K -1,268 Closed
SFI
604
Siemens Fonds Invest
Germany
– -$238K -1,151 Closed
OWM
605
OneAscent Wealth Management
Alabama
– -$237K -1,147 Closed
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
– -$212K -1,026 Closed
TPWA
607
TRUE Private Wealth Advisors
Oregon
– -$209K -1,012 Closed
NHC
608
Nicholas Hoffman & Company
Georgia
– -$207K -1,000 Closed
BPA
609
Beacon Pointe Advisors
California
– -$202K -975 Closed
MAM
610
Meeder Asset Management
Ohio
– -$162K -785 Closed
PHK
611
Point72 Hong Kong
Hong Kong
– -$147K -710 Closed
NICM
612
Neo Ivy Capital Management
New York
– -$102K -646 Closed
NR
613
Newfound Research
Massachusetts
– -$71K -343 Closed
CPC
614
Consolidated Planning Corp
Georgia
– -$37K -177 Closed
Loomis, Sayles & Company
615
Loomis, Sayles & Company
Massachusetts
– -$12K -57 Closed
GKWIM
616
Gerber Kawasaki Wealth & Investment Management
California
– -$10K -50 Closed
NIM
617
NuWave Investment Management
New Jersey
– -$9K -45 Closed
SAI
618
Systematic Alpha Investments
New Jersey
– -$9K -39 Closed
RTL
619
Red Tortoise LLC
Georgia
– -$4K -20 Closed
GRP
620
Global Retirement Partners
California
– -$4K -17 Closed
AA
621
Addison Advisors
Vermont
– +$454 +2 New
21 22 23 24
25

IEX Hedge Fund Activity: Q4 2021 in Review

588 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2021, worth a combined $17.5B — up 14% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IEX positions and 33 closed out — a net gain of 51 holders — while 221 added to existing stakes and 176 trimmed.

The largest buyer was BlackRock, adding an estimated $49.6M. The largest seller was Impax Asset Management Group, cutting an estimated $180M.

  • 588 institutional investors held IDEX (IEX) as of Q4 2021, up from 543 in Q3 2021.
  • Funds reported $17.5B of IDEX stock for Q4 2021, up 14% quarter-over-quarter.
  • 84 funds opened new IDEX positions in Q4 2021 and 33 closed out, a net change of +51 holders.
  • The largest IDEX buyer in Q4 2021 was BlackRock, an estimated $49.6M added.
  • The largest IDEX seller in Q4 2021 was Impax Asset Management Group, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2021.