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IDEX
IEX

Overview Fund Activity

540 hedge funds and large institutions have $16.5B invested in IDEX in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
9.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
192
Reduced
195
Closed
33
Calls
$10.4M
Puts
$5.35M
Net Calls
+$5.06M
Net Calls Change
+$8.37M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$222M
2
Macquarie Group
2
Macquarie Group
Australia
$153M
3
Brown Advisory
3
Brown Advisory
Maryland
$524M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$326M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$653M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Victory Capital Management
2
Victory Capital Management
Texas
$66.3M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$10.5M
4
BlackRock
4
BlackRock
New York
$1.27B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.85M +$753K +3,424 +8%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$9.52M – – –
MPM
128
Meritage Portfolio Management
Kansas
$9.19M -$90.2K -410 -1%
CS
129
Candriam SCA
Luxembourg
$8.83M +$6.91M +31,397 +359%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$8.71M -$1.93M -8,750 -18%
CWM
131
Cabot Wealth Management
Massachusetts
$8.61M +$58.1K +264 +0.7%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$8.38M +$613K +2,784 +8%
NAMM
133
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.3M +$155K +706 +2%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$8.12M -$85.4K -388 -1%
CII
135
Capital International Inc
California
$8M -$323K -1,469 -4%
HFS
136
Hantz Financial Services
Michigan
$7.95M +$323K +1,467 +4%
GG
137
Gofen & Glossberg
Illinois
$7.79M -$41.8K -190 -0.5%
Asset Management One
138
Asset Management One
Japan
$7.63M -$276K -1,256 -3%
Aviva
139
Aviva
United Kingdom
$7.44M +$502K +2,281 +7%
RPI
140
Railway Pension Investments
United Kingdom
$7.43M – – –
Russell Investments Group
141
Russell Investments Group
United Kingdom
$7.37M -$1.98M -8,978 -21%
Vontobel Holding
142
Vontobel Holding
Switzerland
$7.31M +$1.95M +8,838 +36%
FAF
143
Fjarde Ap-fonden
Sweden
$7.1M +$1.72M +7,800 +32%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$7.08M +$618K +2,810 +10%
Millennium Management
145
Millennium Management
New York
$7.06M +$3.07M +13,972 +77%
Man Group
146
Man Group
United Kingdom
$7.03M -$895K -4,069 -11%
Fidelity International
147
Fidelity International
Bermuda
$6.99M +$195K +887 +3%
DekaBank Deutsche Girozentrale
148
DekaBank Deutsche Girozentrale
Germany
$6.72M -$436K -1,989 -6%
Holocene Advisors
149
Holocene Advisors
New York
$6.32M -$1.28M -5,806 -17%
IAA
150
Independent Advisor Alliance
North Carolina
$6.2M -$1.66M -7,539 -21%
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