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IDEX
IEX

Overview Fund Activity

584 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, 219 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+45
Holders Change %
+8.35%
% of All Funds
9.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
219
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.43B
2
Barclays
2
Barclays
United Kingdom
$230M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$69.3M
4
Amundi
4
Amundi
France
$126M
5
ESCM
5
Echo Street Capital Management
New York
$158M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$578M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$370K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$896M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$333M
5
PC
5
Port Capital
Illinois
$72.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$10.8M -$252K -1,065 -2%
RJA
127
Raymond James & Associates
Florida
$10.7M +$300K +1,271 +3%
HFS
128
Hantz Financial Services
Michigan
$10.6M +$703K +2,973 +7%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$10.2M +$10.2M +43,274 New
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$10.2M – – –
Mitsubishi UFJ Trust & Banking
131
Mitsubishi UFJ Trust & Banking
Japan
$10.1M -$2.31M -9,754 -19%
N
132
Natixis
France
$10.1M +$10.1M +42,571 New
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$10M +$7.9M +33,438 +371%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$9.99M +$1.23M +5,199 +14%
Vontobel Holding
135
Vontobel Holding
Switzerland
$9.9M +$1.41M +5,996 +17%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$9.88M +$877K +3,710 +10%
MPM
137
Meritage Portfolio Management
Kansas
$9.82M -$93.4K -395 -0.9%
CWM
138
Cabot Wealth Management
Massachusetts
$9.54M -$70.4K -298 -0.7%
NAMM
139
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.48M +$202K +853 +2%
SC
140
Shellback Capital
Massachusetts
$9.28M +$9.28M +39,266 New
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$9.15M +$9.15M +38,718 New
Aviva
142
Aviva
United Kingdom
$9.13M -$325K -1,374 -3%
Walleye Capital
143
Walleye Capital
New York
$8.72M +$8.72M +36,910 New
Squarepoint
144
Squarepoint
New York
$8.7M +$1.77M +7,503 +26%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$8.66M -$22.9K -97 -0.3%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$8.65M +$598K +2,531 +7%
Mitsubishi UFJ Asset Management
147
Mitsubishi UFJ Asset Management
Japan
$8.63M +$1.54M +6,655 +22%
GC
148
Guggenheim Capital
Illinois
$8.61M +$1.86M +7,875 +28%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$8.6M -$415K -1,756 -5%
CII
150
Capital International Inc
California
$8.29M +$129K +544 +2%
4 5
6
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