IDEX Corporation
Hedge Funds Holdings

Last updated:

IDEX Corporation‘s stocks are currently a part of 493 hedge funds’ portfolios, which represents 85.43% of the total amount of its stocks outstanding. This makes up a total of 65.01M shares of IDEX Corporation. Compared to the previous quarter, the number fell by -9.32% or -6.68M shares fewer. As for the holding position changes, 36.51% (180) of current hedge fund investors increased the number of shares held, 35.09% (173) of current holders sold a part of the shares held, and 10.95% (54) closed the holdings completely. 49 hedge funds are new holders of IDEX Corporation stock in Q3 2022, it is 9.94% of total holders.

Hedge funds holding IDEX (Q4 2017 – Q3 2022)

Number of hedge funds
Q4 2017 386
Q1 2018 398
Q2 2018 400
Q3 2018 421
Q4 2018 409
Q1 2019 417
Q2 2019 415
Q3 2019 443
Q4 2019 460
Q1 2020 475
Q2 2020 480
Q3 2020 479
Q4 2020 528
Q1 2021 514
Q2 2021 525
Q3 2021 521
Q4 2021 566
Q1 2022 549
Q2 2022 540
Q3 2022 493

Hedge funds changes in IDEX positions (Q4 2017 – Q3 2022)

Changes in positions
Q4 2017 691181303138
Q1 2018 501331483730
Q2 2018 431391434035
Q3 2018 551301573247
Q4 2018 581161566910
Q1 2019 591331515024
Q2 2019 431351573941
Q3 2019 701471633924
Q4 2019 601591703338
Q1 2020 741661595323
Q2 2020 611611885614
Q3 2020 471551814551
Q4 2020 821811783156
Q1 2021 512021776123
Q2 2021 481891913364
Q3 2021 401791914071
Q4 2021 832121733464
Q1 2022 542241796428
Q2 2022 491922055242
Q3 2022 491801735437

Hedge funds changes in IDEX stock options (Q4 2017 – Q3 2022)

Changes in stock options
Q4 2017 5,744,000 3,933,000
Q1 2018 11,660,000 13,281,000
Q2 2018 14,571,000 18,216,000
Q3 2018 14,448,000 16,452,000
Q4 2018 7,622,000 6,313,000
Q1 2019 15,903,000 7,010,000
Q2 2019 18,503,000 11,068,000
Q3 2019 15,224,000 13,880,000
Q4 2019 9,805,000 2,666,000
Q1 2020 8,089,000 4,874,000
Q2 2020 10,943,000 11,030,000
Q3 2020 12,859,000 9,795,000
Q4 2020 11,728,000 15,695,000
Q1 2021 12,561,000 15,866,000
Q2 2021 10,409,000 5,348,000
Q3 2021 9,730,000 6,985,000
Q4 2021 5,150,000 9,097,000
Q1 2022 4,322,000 9,930,000
Q2 2022 4,921,000 29,042,000
Q3 2022 4,576,000 4,196,000

Top 50 hedge fund holders of IDEX Corporation (NYSE:IEX)

Hedge fund Value Shares owned Portfolio share
VANGUARD GROUP INC 1.83B 9.18M 0.054%
BLACKROCK INC. Larry Fink 1.22B 6.12M 0.042%
STATE STREET CORP 594.03M 2.97M 0.038%
PRICE T ROWE ASSOCIATES INC /MD/ 592.34M 2.96M 0.097%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 582.43M 2.91M 0.124%
ALLIANCEBERNSTEIN L.P. 537.18M 2.68M 0.260%
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 403.32M 2.01M 0.322%
BROWN ADVISORY INC 399.56M 1.99M 0.777%
IMPAX ASSET MANAGEMENT GROUP PLC 382.54M 1.91M 1.966%
PICTET ASSET MANAGEMENT SA 320.29M 1.60M 0.475%
ATLANTA CAPITAL MANAGEMENT CO L L C 300.27M 1.50M 1.337%
GEODE CAPITAL MANAGEMENT, LLC 298.19M 1.49M 0.045%
FMR LLC 285.39M 1.42M 0.030%
INVESCO LTD. 281.81M 1.41M 0.091%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 275.04M 1.37M 0.103%
NORDEA INVESTMENT MANAGEMENT AB 256.81M 1.27M 0.415%
CHAMPLAIN INVESTMENT PARTNERS, LLC 253.54M 1.26M 1.731%
JPMORGAN CHASE & CO 204.98M 1.02M 0.029%
BARCLAYS PLC 204.33M 1.02M 0.223%
NORTHERN TRUST CORP 152.63M 763.75K 0.035%
FENIMORE ASSET MANAGEMENT INC 150.22M 751.67K 4.317%
ECHO STREET CAPITAL MANAGEMENT LLC 140.60M 703.53K 1.347%
BANK OF NEW YORK MELLON CORP 126.23M 631.64K 0.031%
WESTFIELD CAPITAL MANAGEMENT CO LP 117.77M 589.30K 0.935%
CONGRESS ASSET MANAGEMENT CO /MA 117.39M 587.39K 1.259%
AMUNDI 115.93M 561.69K 0.069%
MORGAN STANLEY 114.93M 575.07K 0.016%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 113.38M 567.35K 0.041%
KING LUTHER CAPITAL MANAGEMENT CORP 111.98M 560.32K 0.669%
SCHRODER INVESTMENT MANAGEMENT GROUP 111.55M 558.17K 0.185%
BANK OF AMERICA CORP /DE/ 110.16M 551.24K 0.013%
LEGAL & GENERAL GROUP PLC 106.13M 531.04K 0.042%
SNYDER CAPITAL MANAGEMENT L P 98.89M 494.86K 2.528%
MACQUARIE GROUP LTD 94.50M 472.88K 0.116%
BAIRD FINANCIAL GROUP, INC. 92.92M 464.96K 0.274%
GOLDMAN SACHS GROUP INC 88.39M 442.29K 0.020%
BAMCO INC /NY/ 81.96M 410.13K 0.265%
PRIMECAP MANAGEMENT CO/CA/ 76.00M 380.31K 0.073%
UBS ASSET MANAGEMENT AMERICAS INC 75.84M 379.49K 0.043%
FIRST TRUST ADVISORS LP 74.59M 373.27K 0.097%
CCLA INVESTMENT MANAGEMENT 70.39M 351.73K 1.700%
DIMENSIONAL FUND ADVISORS LP 70.25M 351.50K 0.027%
ALLIANZ ASSET MANAGEMENT GMBH 68.16M 341.07K 0.139%
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 67.74M 338.96K 0.182%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 67.13M 335.93K 0.081%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 65.96M 330.09K 0.380%
SWISS NATIONAL BANK 65.88M 329.67K 0.047%
CLEARBRIDGE INVESTMENTS, LLC 65.58M 328.17K 0.066%
PORT CAPITAL LLC 59.38M 297.17K 4.822%
ROBECO SCHWEIZ AG 57.90M 289.75K 1.126%