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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 %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$33.7M -$1.93M -9,200 -5%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$29.1M +$428K +2,043 +1%
Axa
78
Axa
France
$28.3M +$14.8M +70,745 +110%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$28M +$4.56M +21,678 +19%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$27.4M -$1.58M -7,544 -5%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$27.1M +$3.53M +16,849 +15%
National Pension Service
82
National Pension Service
South Korea
$26.4M +$382K +1,826 +1%
RS
83
Robeco Schweiz
Switzerland
$24.8M +$3.47M +16,562 +16%
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$24.1M -$3.17M -15,157 -12%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$22.9M -$831K -3,970 -4%
NEI
86
Northwest & Ethical Investments
Ontario, Canada
$22.5M +$1.02M +4,869 +5%
SW
87
SVB Wealth
Massachusetts
$21.5M +$3.44M +16,440 +19%
Citigroup
88
Citigroup
New York
$20.5M +$6.09M +29,084 +42%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$20.5M +$5.93M +27,554 +41%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$20.1M +$6.57M +31,403 +49%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$20.1M -$507K -2,423 -2%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$19.9M +$10.7M +51,184 +117%
Principal Financial Group
93
Principal Financial Group
Iowa
$19.4M -$4.97M -23,733 -20%
HIC
94
Harvey Investment Company
Kentucky
$19.3M -$413K -1,975 -2%
CI
95
Cooper Investors
Australia
$18.8M +$99K +473 +0.5%
MAM
96
Montanaro Asset Management
United Kingdom
$18.7M +$18.7M +89,500 New
ACB
97
Aristotle Capital Boston
Massachusetts
$18.5M -$2.5M -11,961 -12%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$18.4M +$2.9M +13,878 +19%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$17.9M -$1.15M -5,489 -6%
DCM
100
Dupont Capital Management
Delaware
$17.5M -$5.93M -28,308 -25%
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4
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