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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
Brown Advisory
Maryland
$434M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$578M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$43.9M
4
ESCM
Echo Street Capital Management
New York
$101M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$204M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$248M
2
Bessemer Group
Bessemer Group
New Jersey
$351K
3
Ameriprise
Ameriprise
Minnesota
$41.3M
4
Capital World Investors
Capital World Investors
California
$377M
5
ClearBridge Investments
ClearBridge Investments
New York
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.66M +$572K +2,734 +7%
State Farm Mutual Automobile Insurance
127
State Farm Mutual Automobile Insurance
Illinois
$8.46M – – –
IMRF
128
Illinois Municipal Retirement Fund
Illinois
$8.36M +$1.82M +8,693 +28%
CWM
129
Cabot Wealth Management
Massachusetts
$8.13M +$804K +3,842 +11%
Citadel Advisors
130
Citadel Advisors
Florida
$7.94M +$6.54M +31,265 +470%
CII
131
Capital International Inc
California
$7.92M -$47.5K -227 -0.6%
EAM
132
Eventide Asset Management
Massachusetts
$7.89M +$4.22M +20,176 +115%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$7.81M -$212K -1,012 -3%
NAMM
134
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.75M +$7.75M +37,023 New
Man Group
135
Man Group
United Kingdom
$7.54M -$3.81M -18,216 -34%
Asset Management One
136
Asset Management One
Japan
$7.52M +$278K +1,327 +4%
IAA
137
Independent Advisor Alliance
North Carolina
$7.47M +$1.24M +5,935 +20%
GG
138
Gofen & Glossberg
Illinois
$7.45M +$837 +4 +0%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$7.43M -$382K -1,825 -5%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$7.39M +$122K +581 +2%
HFS
141
Hantz Financial Services
Michigan
$7.26M +$263K +1,257 +4%
Holocene Advisors
142
Holocene Advisors
New York
$7.23M +$5.81M +27,773 +411%
RPI
143
Railway Pension Investments
United Kingdom
$7.07M -$83.7K -400 -1%
DekaBank Deutsche Girozentrale
144
DekaBank Deutsche Girozentrale
Germany
$6.9M +$185K +875 +3%
Aviva
145
Aviva
United Kingdom
$6.6M -$360K -1,718 -5%
JG
146
Jefferies Group
New York
$6.59M +$6.28M +30,024 +2,027%
OMC
147
Old Mission Capital
Illinois
$6.59M +$6.59M +31,499 New
Fidelity International
148
Fidelity International
Bermuda
$6.46M +$4.99M +23,856 +341%
ACI
149
AMP Capital Investors
Australia
$6.22M +$595K +2,840 +11%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$6.14M +$6.14M +29,340 New
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