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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
MAM
76
Montanaro Asset Management
United Kingdom
$35.9M +$3.97M +17,500 +13%
NEI
77
Northwest & Ethical Investments
Ontario, Canada
$35.2M +$3.32M +14,603 +11%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$34.3M +$18.7M +82,342 +131%
Renaissance Technologies
79
Renaissance Technologies
New York
$34.2M +$11.1M +48,900 +51%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$31.6M +$458K +2,016 +2%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$31.3M -$1.51M -6,646 -5%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$29.9M +$1.02M +4,483 +4%
National Pension Service
83
National Pension Service
South Korea
$27.8M -$1.65M -7,261 -6%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$27.7M +$1.74M +7,661 +7%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$27.5M +$200K +882 +0.8%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$27.2M +$3.79M +16,692 +17%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$26.1M +$635K +2,794 +3%
SW
88
SVB Wealth
Massachusetts
$25M +$59.7K +263 +0.2%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$23.2M -$345K -1,517 -2%
Citadel Advisors
90
Citadel Advisors
Florida
$23.2M -$10.2M -44,823 -31%
Principal Financial Group
91
Principal Financial Group
Iowa
$22.2M -$592K -2,605 -3%
UBS Group
92
UBS Group
Switzerland
$21.2M -$8.55M -37,625 -30%
HIC
93
Harvey Investment Company
Kentucky
$21M -$75.6K -333 -0.4%
Wells Fargo
94
Wells Fargo
California
$20.4M -$19.2M -84,737 -50%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$20.2M +$269K +1,183 +1%
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$20.1M +$19.3M +84,977 New
CSS
97
Cubist Systematic Strategies
Connecticut
$20M +$11.2M +49,458 +141%
ACB
98
Aristotle Capital Boston
Massachusetts
$19.4M -$1.06M -4,663 -5%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$19M +$58.4K +257 +0.3%
PI
100
PGGM Investments
Netherlands
$18.5M -$208K -915 -1%
2 3
4
5 6

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.