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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
1
Brown Advisory
Maryland
$434M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$578M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$43.9M
4
ESCM
4
Echo Street Capital Management
New York
$101M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$204M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M
2
Bessemer Group
2
Bessemer Group
New Jersey
$351K
3
Ameriprise
3
Ameriprise
Minnesota
$41.3M
4
Capital World Investors
4
Capital World Investors
California
$377M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPIA
51
Mountain Pacific Investment Advisers
Idaho
$61.1M -$124K -594 -0.2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$60.9M +$1.21M +5,800 +2%
PPA
53
Parametric Portfolio Associates
Washington
$58.4M +$1.21M +5,791 +2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$57.2M -$1.87M -8,947 -3%
Deutsche Bank
55
Deutsche Bank
Germany
$53.6M +$8.16M +38,991 +18%
Morgan Stanley
56
Morgan Stanley
New York
$52.7M -$1.36M -6,491 -3%
GI
57
GAMCO Investors
Connecticut
$51.8M -$2.22M -10,595 -4%
Franklin Resources
58
Franklin Resources
California
$50.9M +$976K +4,662 +2%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$50.5M -$2.6M -12,443 -5%
First Trust Advisors
60
First Trust Advisors
Illinois
$47.9M +$11.5M +54,808 +32%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$46.1M +$3.86M +18,437 +9%
UBS Group
62
UBS Group
Switzerland
$45.7M +$1.06M +5,054 +2%
Nuveen Asset Management
63
Nuveen Asset Management
Illinois
$45.2M -$105K -504 -0.2%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$43.9M +$43M +205,500 +4,635%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$43.4M +$2.28M +10,890 +6%
NIPH
66
NN Investment Partners Holdings
Netherlands
$42.4M +$3.74M +17,865 +10%
Ameriprise
67
Ameriprise
Minnesota
$41.3M -$71.9M -343,546 -64%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$40.6M +$70.1K +335 +0.2%
GCM
69
Geneva Capital Management
Wisconsin
$39.7M +$2.55M +12,167 +7%
AQR Capital Management
70
AQR Capital Management
Connecticut
$38M +$9.82M +46,891 +35%
Wells Fargo
71
Wells Fargo
California
$37M -$7.21M -34,427 -16%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$36.6M -$930K -4,442 -2%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$35.7M +$27.9M +133,515 +360%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$35.5M -$21.1M -101,018 -37%
CS
75
Credit Suisse
Switzerland
$34.6M +$360K +1,719 +1%
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