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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$670M
2
Millennium Management
2
Millennium Management
New York
$49.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$346M
4
Ameriprise
4
Ameriprise
Minnesota
$74.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$30.3M 146,234 -106,506 -42%
Citadel Advisors
77
Citadel Advisors
Florida
$29.6M 142,793 +138,986 +3,651%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$28.8M 139,074 -3,846 -3%
MAM
79
Montanaro Asset Management
United Kingdom
$27.8M 134,500 +11,250 +9%
NEI
80
Northwest & Ethical Investments
Ontario, Canada
$27.8M 134,336 +3,010 +2%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$27.3M 131,907 -1,772 -1%
UBS Group
82
UBS Group
Switzerland
$26.3M 127,249 -10,741 -8%
National Pension Service
83
National Pension Service
South Korea
$25.9M 125,006 -1,245 -1%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$25.3M 122,189 -3,905 -3%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$23.9M 115,478 -247 -0.2%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$23.1M 111,487 -77,189 -41%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$22.6M 109,395 +2,294 +2%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$22.3M 107,665 -34,361 -24%
SW
89
SVB Wealth
Massachusetts
$21.8M 105,495 +1,569 +2%
CI
90
Cooper Investors
Australia
$20.7M 99,876 +9,835 +11%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$20.6M 99,680 -3,634 -4%
Ensign Peak Advisors
92
Ensign Peak Advisors
Utah
$20.4M 98,386 -15,556 -14%
Principal Financial Group
93
Principal Financial Group
Iowa
$20M 96,728 +1,748 +2%
Renaissance Technologies
94
Renaissance Technologies
New York
$19.9M 95,925 +6,900 +8%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$19.5M 93,124 +4,551 +5%
HIC
96
Harvey Investment Company
Kentucky
$18.4M 89,135 -1,140 -1%
ACB
97
Aristotle Capital Boston
Massachusetts
$17.9M 86,617 +328 +0.4%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$17.5M 84,402 +1,545 +2%
Assenagon Asset Management
99
Assenagon Asset Management
Luxembourg
$16.9M 81,541 +81,541 New
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$16.6M 79,971 -371 -0.5%
2 3
4
5 6