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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 %
SEI Investments
101
SEI Investments
Pennsylvania
$17.4M +$335K +1,603 +2%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.7M -$1.21M -5,767 -7%
Prudential Financial
103
Prudential Financial
New Jersey
$15.1M -$736K -3,514 -5%
NC
104
Nicholas Company
Wisconsin
$14.8M -$111K -530 -0.7%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$14.7M -$17.8K -85 -0.1%
WIM
106
Weitz Investment Management
Nebraska
$14.6M – – –
BNP Paribas Asset Management
107
BNP Paribas Asset Management
France
$13.8M -$660K -3,152 -5%
Canada Life
108
Canada Life
Manitoba, Canada
$13.4M +$634K +3,048 +5%
Comerica Bank
109
Comerica Bank
Texas
$13.4M +$3.6M +15,973 +37%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$13.3M -$1.73M -8,282 -12%
US Bancorp
111
US Bancorp
Minnesota
$13.2M +$2.73M +13,041 +26%
PI
112
PGGM Investments
Netherlands
$12.9M +$2.12M +10,114 +20%
Swedbank
113
Swedbank
Sweden
$12.8M +$12.8M +60,973 New
Truist Financial
114
Truist Financial
North Carolina
$12.5M +$1.62M +7,722 +15%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$12.4M +$11.2M +53,689 +970%
NAM
116
Nissay Asset Management
Japan
$11.8M -$3.89M -18,586 -25%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$11.6M +$381K +1,818 +3%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$10.7M -$793K -3,788 -7%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$10.1M -$664K -3,174 -6%
BAPIM
120
British Airways Pensions Investment Management
United Kingdom
$9.9M -$594K -2,837 -6%
RJA
121
Raymond James & Associates
Florida
$9.85M +$482K +2,304 +5%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$9.06M -$197K -943 -2%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$8.91M -$1.6M -7,647 -15%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$8.89M +$1.57M +7,521 +22%
MPM
125
Meritage Portfolio Management
Kansas
$8.83M -$343K -1,639 -4%
3 4
5
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