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IDEX
IEX

Overview Fund Activity

540 hedge funds and large institutions have $16.5B invested in IDEX in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
9.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
192
Reduced
195
Closed
33
Calls
$10.4M
Puts
$5.35M
Net Calls
+$5.06M
Net Calls Change
+$8.37M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$222M
2
Macquarie Group
2
Macquarie Group
Australia
$153M
3
Brown Advisory
3
Brown Advisory
Maryland
$524M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$326M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$653M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Victory Capital Management
2
Victory Capital Management
Texas
$66.3M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$10.5M
4
BlackRock
4
BlackRock
New York
$1.27B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
201
Coldstream Capital Management
Washington
$2.87M +$1.56M +7,068 +118%
WorldQuant Millennium Advisors
202
WorldQuant Millennium Advisors
New York
$2.85M – – –
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$2.82M -$44K -200 -2%
PAM
204
Panagora Asset Management
Massachusetts
$2.8M +$308K +1,400 +12%
DA
205
Duality Advisers
Florida
$2.79M +$1.62M +7,371 +139%
TPSF
206
Texas Permanent School Fund
Texas
$2.78M -$13K -59 -0.5%
HCM
207
Hahn Capital Management
California
$2.76M +$149K +677 +6%
APG Asset Management
208
APG Asset Management
Netherlands
$2.72M -$427K -2,300 -14%
ERSOT
209
Employees Retirement System of Texas
Texas
$2.7M – – –
N
210
Natixis
France
$2.7M -$8.8K -40 -0.3%
GIA
211
GHP Investment Advisors
Colorado
$2.65M +$123K +559 +5%
MSL
212
Mackay Shields LLC
New York
$2.64M -$148K -671 -5%
Public Sector Pension Investment Board (PSP Investments)
213
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.62M +$1.04M +4,730 +66%
EVM
214
Eaton Vance Management
Massachusetts
$2.59M +$257K +1,167 +11%
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$2.54M -$623K -2,832 -20%
P
216
Pitcairn
Pennsylvania
$2.52M -$74.2K -337 -3%
HW
217
Hancock Whitney
Mississippi
$2.45M -$50.2K -228 -2%
TI
218
Trexquant Investment
Connecticut
$2.34M +$2.34M +10,613 New
CSS
219
Cubist Systematic Strategies
Connecticut
$2.33M +$1.79M +8,126 +328%
II
220
IFM Investors
Australia
$2.28M +$568K +2,581 +33%
TIS
221
Tortoise Index Solutions
Kansas
$2.26M +$448K +2,036 +25%
Connor, Clark & Lunn Investment Management (CC&L)
222
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.25M -$3.42M -15,555 -60%
MOACM
223
Mutual of America Capital Management
New York
$2.19M +$17.4K +79 +0.8%
RHJA
224
Rice Hall James & Associates
California
$2.17M -$127K -579 -6%
EB
225
Eastern Bank
Massachusetts
$2.17M +$119K +539 +6%
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