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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 %
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$6.03M -$20.9K -100 -0.3%
Retirement Systems of Alabama
152
Retirement Systems of Alabama
Alabama
$5.93M -$428K -2,043 -7%
AAF
153
Andra AP-fonden
Sweden
$5.92M -$105K -500 -2%
SSA
154
Schonfeld Strategic Advisors
New York
$5.88M +$5.23M +24,975 +797%
SAM
155
Southernsun Asset Management
Tennessee
$5.87M -$909K -4,343 -13%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$5.75M +$317K +1,514 +6%
CI
157
Capital International
California
$5.57M -$103K -490 -2%
KCM
158
Kennedy Capital Management
Missouri
$5.56M +$98.6K +471 +2%
FRAF
159
Första AP-fonden
Sweden
$5.44M +$921K +4,400 +20%
Aberdeen Group
160
Aberdeen Group
United Kingdom
$5.44M +$300K +1,433 +6%
Connor, Clark & Lunn Investment Management (CC&L)
161
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.39M -$7.34M -35,054 -58%
STCG
162
Speece Thorson Capital Group
Minnesota
$5.33M -$28.3K -135 -0.5%
BF
163
BOK Financial
Oklahoma
$5.26M +$1.19M +5,691 +29%
CRC
164
Curi RMB Capital
Illinois
$5.25M +$12.8K +61 +0.2%
FAF
165
Fjarde Ap-fonden
Sweden
$5.12M -$230K -1,100 -4%
Mitsubishi UFJ Asset Management
166
Mitsubishi UFJ Asset Management
Japan
$5.09M +$521K +2,487 +11%
Vontobel Holding
167
Vontobel Holding
Switzerland
$5.08M +$369K +1,763 +8%
FSA
168
Franklin Street Advisors
North Carolina
$5.05M – – –
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$4.75M -$5.4M -25,783 -53%
ASRS
170
Arizona State Retirement System
Arizona
$4.57M +$36.8K +176 +0.8%
AMI
171
Amica Mutual Insurance
Rhode Island
$4.55M +$429K +2,048 +10%
DnB Asset Management
172
DnB Asset Management
Norway
$4.38M +$329K +1,574 +8%
SFI
173
Susquehanna Fundamental Investments
Pennsylvania
$4.36M -$3.9M -18,638 -47%
RFC
174
Regions Financial Corp
Alabama
$4.27M +$4.27M +20,374 New
SOMRS
175
State of Michigan Retirement System
Michigan
$3.99M – – –
5 6
7
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