IDEX
535 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, 212 increasing their positions, 180 reducing their positions, and 59 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 180
4% more capital invested
Capital invested by funds: $15.1B → $15.6B (+$549M)
0.92% more ownership
Funds ownership: 97.57% → 98.49% (+0.92%)
2% less funds holding
Funds holding: 546 → 535 (-11)
14% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 59
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
21% less call options, than puts
Call options by funds: $12.6M | Put options by funds: $15.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$361M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$58.8M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$40.7M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$36.6M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$78.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$68.1M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$46.9M |
| 5 |
ClearBridge Investments
New York
|
-$45.8M |
IEX Hedge Fund Activity: Q1 2021 in Review
535 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2021, worth a combined $15.6B — up 3.7% from $15.1B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of IEX and 51 opened new positions — a net loss of 8 holders — while 180 trimmed existing stakes and 212 added.
The largest buyer was Brown Advisory, adding an estimated $361M. The largest seller was Fidelity Investments, cutting an estimated $124M.
- 535 institutional investors held IDEX (IEX) as of Q1 2021, down from 546 in Q4 2020.
- Funds reported $15.6B of IDEX stock for Q1 2021, up 3.7% quarter-over-quarter.
- 51 funds opened new IDEX positions in Q1 2021 and 59 closed out, a net change of -8 holders.
- The largest IDEX buyer in Q1 2021 was Brown Advisory, an estimated $361M added.
- The largest IDEX seller in Q1 2021 was Fidelity Investments, an estimated $124M sold.
Based on aggregated 13F filings for Q1 2021.