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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$17.5M -$4.3M -18,942 -20%
NC
102
Nicholas Company
Wisconsin
$16.7M -$1.14K -5 -0%
WIM
103
Weitz Investment Management
Nebraska
$16.6M +$169K +744 +1%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$16.5M +$13.1M +57,459 +457%
Prudential Financial
105
Prudential Financial
New Jersey
$16.5M +$177K +779 +1%
US Bancorp
106
US Bancorp
Minnesota
$16M +$471K +2,074 +3%
Citigroup
107
Citigroup
New York
$16M -$1.3M -5,742 -8%
SEI Investments
108
SEI Investments
Pennsylvania
$15.8M +$2.18M +9,592 +17%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.5M -$422K -1,856 -3%
BFM
110
Boston Financial Management
Massachusetts
$14.4M +$509K +2,241 +4%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$14.2M -$191K -843 -1%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$14M +$11.8M +51,823 +710%
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
$14M +$6.42M +28,284 +92%
EAM
114
Eventide Asset Management
Massachusetts
$13.8M +$2.88M +12,700 +28%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$13.7M -$3.48M -15,332 -21%
MSV
116
MN Services Vermogensbeheer
Netherlands
$13.3M – – –
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$13.2M +$2.57M +11,309 +25%
Truist Financial
118
Truist Financial
North Carolina
$13.2M -$786K -3,460 -6%
Comerica Bank
119
Comerica Bank
Texas
$13.1M -$17.5K -77 -0.1%
NAM
120
Nissay Asset Management
Japan
$12.9M +$631K +2,780 +5%
DCM
121
Dupont Capital Management
Delaware
$12.4M -$2.94M -12,926 -20%
CWM
122
Congress Wealth Management
Massachusetts
$12.2M +$11.7M +51,652 New
Canada Life
123
Canada Life
Manitoba, Canada
$12M -$831K -3,659 -7%
Tudor Investment Corp
124
Tudor Investment Corp
Connecticut
$11.2M +$7.89M +34,742 +274%
Swedbank
125
Swedbank
Sweden
$11M -$3.19M -14,066 -23%
3 4
5
6 7

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.