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IDEX
IEX

Overview Fund Activity

542 hedge funds and large institutions have $15B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 181 reducing their positions, and 31 closing their positions.

Holders
542
Holders Change
+48
Holders Change %
+9.72%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
82
Increased
188
Reduced
181
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$453M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$491M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$86.1M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$97.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$229M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$406M
2
Goldman Sachs
2
Goldman Sachs
New York
$93.8M
3
BlackRock
3
BlackRock
New York
$1.19B
4
Bessemer Group
4
Bessemer Group
New Jersey
$79.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B 8,429,764 +29,522 +0.4%
BlackRock
2
BlackRock
New York
$1.19B 5,954,195 -452,322 -7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.1B 5,517,459 +104,381 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$631M 3,169,336 -49,722 -2%
State Street
5
State Street
Massachusetts
$628M 3,150,758 -12,473 -0.4%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$491M 2,463,754 +409,354 +20%
KBC Group
7
KBC Group
Belgium
$453M 413,092 +220,804 +115%
Capital World Investors
8
Capital World Investors
California
$406M 2,036,875 -509,100 -20%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$361M 1,810,156 +207,791 +13%
ACM
10
Atlanta Capital Management
Georgia
$353M 1,774,207 -115,566 -6%
Invesco
11
Invesco
Georgia
$314M 1,578,737 -120,599 -7%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$294M 1,477,547 +248,570 +20%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$269M 1,353,743 +2,428 +0.2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$260M 1,306,796 -158,564 -11%
AllianceBernstein
15
AllianceBernstein
Tennessee
$248M 1,245,848 -50,584 -4%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$229M 1,147,259 +249,912 +28%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$163M 818,300 +186,357 +29%
Northern Trust
18
Northern Trust
Illinois
$163M 815,904 -17,991 -2%
FAM
19
Fenimore Asset Management
New York
$160M 802,041 +2,057 +0.3%
CIP
20
Champlain Investment Partners
Vermont
$153M 767,560 -201,530 -21%
Artisan Partners
21
Artisan Partners
Wisconsin
$146M 733,596 +46,655 +7%
Norges Bank
22
Norges Bank
Norway
$143M 718,824 +97,968 +16%
WRF
23
Waddell & Reed Financial
Kansas
$139M 699,818 -7,633 -1%
Bank of America
24
Bank of America
North Carolina
$130M 650,683 -80,650 -11%
Barclays
25
Barclays
United Kingdom
$123M 619,513 +26,671 +4%
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