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IDEX
IEX

Overview Fund Activity

531 hedge funds and large institutions have $15.6B invested in IDEX in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 210 increasing their positions, 179 reducing their positions, and 59 closing their positions.

Holders
531
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
210
Reduced
179
Closed
59
Calls
$12.6M
Puts
$15.9M
Net Calls
-$3.31M
Net Calls Change
+$662K

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$434M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$578M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$43.9M
4
ESCM
4
Echo Street Capital Management
New York
$101M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$204M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M
2
Bessemer Group
2
Bessemer Group
New Jersey
$351K
3
Ameriprise
3
Ameriprise
Minnesota
$41.3M
4
Capital World Investors
4
Capital World Investors
California
$377M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$67.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B 8,508,294 +78,530 +0.9%
BlackRock
2
BlackRock
New York
$1.23B 5,882,797 -71,398 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.13B 5,417,495 -99,964 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$675M 3,225,823 +56,487 +2%
State Street
5
State Street
Massachusetts
$660M 3,152,051 +1,293 +0%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$578M 2,760,377 +296,623 +12%
Brown Advisory
7
Brown Advisory
Maryland
$434M 2,073,506 +1,823,137 +728%
Capital World Investors
8
Capital World Investors
California
$377M 1,800,373 -236,502 -12%
Invesco
9
Invesco
Georgia
$353M 1,685,192 +106,455 +7%
ACM
10
Atlanta Capital Management
Georgia
$337M 1,610,654 -163,553 -9%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$336M 1,603,270 +125,723 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$288M 1,377,191 +23,448 +2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$275M 1,312,880 +6,084 +0.5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$265M 1,267,896 +22,048 +2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$254M 1,212,646 +65,387 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$248M 1,184,407 -625,749 -35%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$204M 971,372 +153,072 +19%
Northern Trust
18
Northern Trust
Illinois
$172M 823,857 +7,953 +1%
FAM
19
Fenimore Asset Management
New York
$170M 811,371 +9,330 +1%
CIP
20
Champlain Investment Partners
Vermont
$162M 774,780 +7,220 +0.9%
Artisan Partners
21
Artisan Partners
Wisconsin
$148M 705,137 -28,459 -4%
WRF
22
Waddell & Reed Financial
Kansas
$147M 704,428 +4,610 +0.7%
Barclays
23
Barclays
United Kingdom
$145M 694,081 +74,568 +12%
Norges Bank
24
Norges Bank
Norway
$145M 690,842 -27,982 -4%
Bank of America
25
Bank of America
North Carolina
$141M 672,705 +22,022 +3%
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