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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
ProShare Advisors
201
ProShare Advisors
Maryland
$3.55M +$645K +2,841 +23%
APG Asset Management
202
APG Asset Management
Netherlands
$3.48M +$1.09M +4,800 +40%
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$3.48M +$565K +2,489 +20%
Marshall Wace
204
Marshall Wace
United Kingdom
$3.45M +$3.31M +14,595 New
M&T Bank
205
M&T Bank
New York
$3.43M +$48.2K +212 +1%
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$3.33M -$221K -974 -6%
OAM
207
Oppenheimer Asset Management
New York
$3.33M +$180K +792 +6%
GIA
208
GHP Investment Advisors
Colorado
$3.27M +$318K +1,400 +11%
URS
209
Utah Retirement Systems
Utah
$3.26M – – –
BCIM
210
British Columbia Investment Management
British Columbia, Canada
$3.15M -$155K -683 -5%
IB
211
Intrust Bank
Kansas
$3.14M -$21.8K -96 -0.7%
CCM
212
Coldstream Capital Management
Washington
$3.11M +$1.66M +7,329 +126%
CIS
213
Capital International Sarl
California
$3.08M +$2.35M +10,327 +381%
WorldQuant Millennium Advisors
214
WorldQuant Millennium Advisors
New York
$3.06M – – –
SAM
215
Shell Asset Management
Netherlands
$3.03M -$684K -3,012 -19%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$3.02M – – –
CF
217
Covea Finance
France
$3.02M +$2.91M +12,800 New
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3M -$31.8K -140 -1%
Jane Street
219
Jane Street
New York
$2.95M -$250K -1,102 -8%
HighTower Advisors
220
HighTower Advisors
Illinois
$2.94M +$1.38M +6,055 +95%
Daiwa Securities Group
221
Daiwa Securities Group
Japan
$2.91M +$1.77M +7,808 +173%
ERSOT
222
Employees Retirement System of Texas
Texas
$2.9M – – –
EVM
223
Eaton Vance Management
Massachusetts
$2.87M +$52.2K +230 +2%
TC
224
TownSquare Capital
Utah
$2.82M +$691K +3,044 +34%
GIBU
225
Gulf International Bank (UK)
United Kingdom
$2.77M -$622K -2,740 -19%
7 8
9
10 11

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.