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IDEX
IEX

588 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, 221 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 33

26% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 176

14% more capital invested

Capital invested by funds: $15.3B → $17.5B (+$2.15B)

8% more funds holding

Funds holding: 543 → 588 (+45)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.43% less ownership

Funds ownership: 97.93% → 97.5% (-0.43%)

43% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $9.1M

Holders
588
Holders Change
+45
Holders Change %
+8.29%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
221
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M

Top Buyers

1
BlackRock
BlackRock
New York
+$49.6M
2
Barclays
Barclays
United Kingdom
+$42M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$27.7M
4
Amundi
Amundi
France
+$26.1M
5
ESCM
Echo Street Capital Management
New York
+$25M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$180M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.6M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$49M
5
PC
Port Capital
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAF
176
Andra AP-fonden
Sweden
$5.51M +$204K +900 +4%
AIG
177
American International Group
New York
$5.38M -$29.5K -130 -0.6%
Aberdeen Group
178
Aberdeen Group
United Kingdom
$5.3M -$281K -1,236 -5%
AMI
179
Amica Mutual Insurance
Rhode Island
$5.21M – – –
Royal London Asset Management
180
Royal London Asset Management
United Kingdom
$5.08M -$1.12M -4,933 -19%
AB
181
Amalgamated Bank
New York
$5.08M +$33.2K +146 +0.7%
ASRS
182
Arizona State Retirement System
Arizona
$4.89M -$140K -617 -3%
RFC
183
Regions Financial Corp
Alabama
$4.79M +$225K +992 +5%
Skandinaviska Enskilda Banken (SEB)
184
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.65M -$513K -2,260 -10%
IMRF
185
Illinois Municipal Retirement Fund
Illinois
$4.6M +$19.1K +84 +0.4%
SOMRS
186
State of Michigan Retirement System
Michigan
$4.53M +$22.7K +100 +0.5%
SOADOR
187
State of Alaska Department of Revenue
Alaska
$4.31M -$346K -1,525 -8%
MIM
188
MetLife Investment Management
New Jersey
$3.97M -$83.1K -366 -2%
UIM
189
USS Investment Management
United Kingdom
$3.96M – – –
TG
190
TCW Group
California
$3.92M +$29.8K +131 +0.8%
LRPA
191
L. Roy Papp & Associates
Arizona
$3.91M +$170K +750 +5%
VIA
192
Vident Investment Advisory
Georgia
$3.88M +$354K +1,557 +10%
Janus Henderson Group
193
Janus Henderson Group
United Kingdom
$3.81M -$9.26M -40,753 -72%
YCM
194
Yousif Capital Management
Michigan
$3.7M +$3.56M +15,668 New
DnB Asset Management
195
DnB Asset Management
Norway
$3.69M +$96.8K +426 +3%
Nomura Asset Management
196
Nomura Asset Management
Japan
$3.68M +$13.9K +61 +0.4%
GIA
197
Guyasuta Investment Advisors
Pennsylvania
$3.63M -$6.81K -30 -0.2%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$3.62M +$531K +2,339 +18%
FHB
199
First Hawaiian Bank
Hawaii
$3.58M +$2.71M +11,929 +373%
Korea Investment Corp
200
Korea Investment Corp
South Korea
$3.57M +$250K +1,100 +8%
6 7
8
9 10

IEX Hedge Fund Activity: Q4 2021 in Review

588 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2021, worth a combined $17.5B — up 14% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IEX positions and 33 closed out — a net gain of 51 holders — while 221 added to existing stakes and 176 trimmed.

The largest buyer was BlackRock, adding an estimated $49.6M. The largest seller was Impax Asset Management Group, cutting an estimated $180M.

  • 588 institutional investors held IDEX (IEX) as of Q4 2021, up from 543 in Q3 2021.
  • Funds reported $17.5B of IDEX stock for Q4 2021, up 14% quarter-over-quarter.
  • 84 funds opened new IDEX positions in Q4 2021 and 33 closed out, a net change of +51 holders.
  • The largest IDEX buyer in Q4 2021 was BlackRock, an estimated $49.6M added.
  • The largest IDEX seller in Q4 2021 was Impax Asset Management Group, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2021.