IDEX
548 hedge funds and large institutions have $14.7B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 190 increasing their positions, 182 reducing their positions, and 31 closing their positions.
168% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 31
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
10% more funds holding
Funds holding: 499 → 548 (+49)
9% more capital invested
Capital invested by funds: $13.5B → $14.7B (+$1.21B)
4% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 182
0.65% less ownership
Funds ownership: 98.02% → 97.38% (-0.65%)
25% less call options, than puts
Call options by funds: $11.7M | Put options by funds: $15.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$77.8M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$73.8M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$54.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$47.5M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$47.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$96.8M |
| 2 |
Goldman Sachs
New York
|
-$87.6M |
| 3 |
BlackRock
New York
|
-$86M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$52.5M |
| 5 |
ClearBridge Investments
New York
|
-$44.1M |
IEX Hedge Fund Activity: Q4 2020 in Review
548 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2020, worth a combined $14.7B — up 9% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new IEX positions and 31 closed out — a net gain of 52 holders — while 190 added to existing stakes and 182 trimmed.
The largest buyer was Impax Asset Management Group, adding an estimated $77.8M. The largest seller was Capital World Investors, cutting an estimated $96.8M.
- 548 institutional investors held IDEX (IEX) as of Q4 2020, up from 499 in Q3 2020.
- Funds reported $14.7B of IDEX stock for Q4 2020, up 9% quarter-over-quarter.
- 83 funds opened new IDEX positions in Q4 2020 and 31 closed out, a net change of +52 holders.
- The largest IDEX buyer in Q4 2020 was Impax Asset Management Group, an estimated $77.8M added.
- The largest IDEX seller in Q4 2020 was Capital World Investors, an estimated $96.8M sold.
Based on aggregated 13F filings for Q4 2020.