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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 %
TPSF
201
Texas Permanent School Fund
Texas
$2.65M -$43.5K -208 -2%
VIA
202
Vident Investment Advisory
Georgia
$2.6M +$2.12M +10,132 +439%
BCIM
203
British Columbia Investment Management
British Columbia, Canada
$2.59M -$72.8K -348 -3%
N
204
Natixis
France
$2.57M -$6.73M -32,131 -72%
ERSOT
205
Employees Retirement System of Texas
Texas
$2.57M – – –
HCM
206
Hahn Capital Management
California
$2.48M -$369K -1,765 -13%
P
207
Pitcairn
Pennsylvania
$2.47M +$2.47M +11,789 New
GIA
208
GHP Investment Advisors
Colorado
$2.41M +$105K +501 +5%
HW
209
Hancock Whitney
Mississippi
$2.37M +$1.52M +7,273 +179%
Assenagon Asset Management
210
Assenagon Asset Management
Luxembourg
$2.37M -$5.85M -27,960 -71%
PAM
211
Panagora Asset Management
Massachusetts
$2.37M -$218K -1,040 -8%
SBH
212
Segall Bryant & Hamill
Illinois
$2.33M -$3.78M -18,087 -62%
Lazard Asset Management
213
Lazard Asset Management
New York
$2.24M +$2.51K +12 +0.1%
EVM
214
Eaton Vance Management
Massachusetts
$2.22M +$58.4K +279 +3%
CGH
215
Crossmark Global Holdings
Texas
$2.19M -$151K -720 -6%
RHJA
216
Rice Hall James & Associates
California
$2.19M -$145K -692 -6%
KJHP
217
K.J. Harrison & Partners
Ontario, Canada
$2.09M – – –
TRCT
218
Tower Research Capital (TRC)
New York
$2.07M +$1.67M +7,985 +415%
MOACM
219
Mutual of America Capital Management
New York
$2.07M +$57.2K +273 +3%
AI
220
Atria Investments
North Carolina
$2.03M +$582K +2,778 +40%
VFA
221
Voya Financial Advisors
Connecticut
$2.02M +$2.02M +9,585 New
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.99M +$6.49K +31 +0.3%
CI
223
CX Institutional
Indiana
$1.96M +$1.94M +9,273 +11,448%
AG
224
Algert Global
California
$1.96M +$731K +3,493 +60%
EB
225
Eastern Bank
Massachusetts
$1.95M -$217K -1,038 -10%
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