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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
TD Asset Management
51
TD Asset Management
Ontario, Canada
$69.3M +$27.7M +122,024 +71%
Swiss National Bank
52
Swiss National Bank
Switzerland
$68.3M -$2.75M -12,100 -4%
MPIA
53
Mountain Pacific Investment Advisers
Idaho
$67.5M -$1.11M -4,889 -2%
GF
54
Gabelli Funds
New York
$66.1M -$2.32M -10,200 -4%
Deutsche Bank
55
Deutsche Bank
Germany
$60.5M +$6.13M +26,981 +12%
KBC Group
56
KBC Group
Belgium
$58.6M +$9.83M +43,265 +21%
AQR Capital Management
57
AQR Capital Management
Connecticut
$55.5M -$120K -527 -0.2%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$54.6M +$4.78M +21,038 +10%
GI
59
GAMCO Investors
Connecticut
$54.2M -$1.2M -5,275 -2%
NIPH
60
NN Investment Partners Holdings
Netherlands
$52.7M +$4.81M +21,162 +10%
Robeco Institutional Asset Management
61
Robeco Institutional Asset Management
Netherlands
$52.5M +$12.5M +55,247 +33%
RS
62
Robeco Schweiz
Switzerland
$51.8M +$13.4M +59,154 +37%
CS
63
Credit Suisse
Switzerland
$51M +$15.8M +69,531 +48%
Morgan Stanley
64
Morgan Stanley
New York
$50M +$8.26M +36,353 +21%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$49M -$11.5M -50,723 -20%
N
66
Nuveen
North Carolina
$47.1M -$1.48M -6,536 -3%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$46.9M -$10.4M -45,756 -19%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$46.1M -$31.6K -139 -0.1%
State Farm Mutual Automobile Insurance
69
State Farm Mutual Automobile Insurance
Illinois
$45.9M – – –
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$43.9M +$2.26M +9,963 +6%
Millennium Management
71
Millennium Management
New York
$42.4M -$13.8M -60,842 -25%
Axa
72
Axa
France
$40.8M +$401K +1,764 +1%
Franklin Resources
73
Franklin Resources
California
$39.2M +$1.92M +8,434 +5%
GCM
74
Geneva Capital Management
Wisconsin
$39.2M -$1.29M -5,665 -3%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$38.9M -$1.37M -6,049 -4%
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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.