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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$337M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$670M
3
Millennium Management
3
Millennium Management
New York
$49.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$346M
5
Ameriprise
5
Ameriprise
Minnesota
$74.5M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.8B 8,676,860 +58,505 +0.7%
BlackRock
2
BlackRock
New York
$1.21B 5,841,852 +77,725 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M 4,048,093 -325,534 -7%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$670M 3,235,347 +266,327 +9%
State Street
5
State Street
Massachusetts
$646M 3,120,512 -20,781 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$639M 3,085,439 -137,211 -4%
Brown Advisory
7
Brown Advisory
Maryland
$482M 2,328,736 -54,121 -2%
Capital World Investors
8
Capital World Investors
California
$378M 1,827,649 +11,367 +0.6%
Invesco
9
Invesco
Georgia
$364M 1,760,256 +96,429 +6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$346M 1,671,165 +189,323 +13%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$337M 1,626,612 +1,626,612 New
ACM
12
Atlanta Capital Management
Georgia
$330M 1,596,024 -2,123 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$277M 1,343,581 +45,165 +3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$274M 1,326,045 -16,989 -1%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$245M 1,150,747 +75,800 +7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$215M 1,037,173 -38,699 -4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$188M 909,066 -301,205 -25%
Northern Trust
18
Northern Trust
Illinois
$170M 819,915 +16,918 +2%
Barclays
19
Barclays
United Kingdom
$163M 788,502 +10,973 +1%
FAM
20
Fenimore Asset Management
New York
$160M 775,448 -1,940 -0.2%
CIP
21
Champlain Investment Partners
Vermont
$155M 748,388 -25,912 -3%
Bank of America
22
Bank of America
North Carolina
$146M 707,211 +29,140 +4%
Macquarie Group
23
Macquarie Group
Australia
$144M 694,761 -562 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$142M 685,503 +63,674 +10%
Norges Bank
25
Norges Bank
Norway
$138M 668,033 -13,605 -2%
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