IDEX
IEX
475 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 171 reducing their positions, and 35 closing their positions.
268% more call options, than puts
Call options by funds: $9.8M | Put options by funds: $2.67M
71% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 35
3% more funds holding
Funds holding: 460 → 475 (+15)
4% more capital invested
Capital invested by funds: $12.3B → $12.8B (+$493M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 171
1.17% less ownership
Funds ownership: 98.86% → 97.69% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$74.4M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$44M |
| 3 |
BlackRock
New York
|
+$42M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$34.8M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$106M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$82.6M |
| 3 |
Millennium Management
New York
|
-$43.8M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$38.6M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$32.3M |
IEX Hedge Fund Activity: Q4 2019 in Review
475 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2019, worth a combined $12.8B — up 4% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IEX positions and 35 closed out — a net gain of 25 holders — while 164 added to existing stakes and 171 trimmed.
The largest buyer was Findlay Park Partners, opening a new position worth an estimated $74.4M. The largest seller was Fidelity Investments, cutting an estimated $106M.
- 475 institutional investors held IDEX (IEX) as of Q4 2019, up from 460 in Q3 2019.
- Funds reported $12.8B of IDEX stock for Q4 2019, up 4% quarter-over-quarter.
- 60 funds opened new IDEX positions in Q4 2019 and 35 closed out, a net change of +25 holders.
- The largest IDEX buyer in Q4 2019 was Findlay Park Partners, an estimated $74.4M added.
- The largest IDEX seller in Q4 2019 was Fidelity Investments, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2019.