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IEX - IDEX Corp Stock Price, Fair Value and News
232.96
USD
+3.07
(+1.34%)
Delayed
as of 23 Apr 2024, 03:22 pm ET
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IEX
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Funds-Owners-Holders
Which funds bought or sold IEX recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-19
State of Alaska, Department of Revenue
REDUCED
Premium
Premium
Premium
Premium
12,637
2024-04-19
Wallington Asset Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,400
2024-04-19
Sumitomo Mitsui Trust Holdings, Inc.
ADDED
Premium
Premium
Premium
Premium
183,945
2024-04-19
Covea Finance
REDUCED
Premium
Premium
Premium
Premium
11,500
2024-04-19
Handelsinvest Investeringsforvaltning
REDUCED
Premium
Premium
Premium
Premium
1,516
2024-04-19
Wealthfront Advisers LLC
REDUCED
Premium
Premium
Premium
Premium
3,772
2024-04-19
Maryland State Retirement & Pension System
UNCHANGED
Premium
Premium
Premium
Premium
5,771
2024-04-19
Marshall Financial Group LLC
ADDED
Premium
Premium
Premium
Premium
4,359
2024-04-19
First Trust Direct Indexing L.P.
NEW
Premium
Premium
Premium
Premium
1,055
2024-04-19
DB Fitzpatrick & Co, Inc
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
Red Tortoise LLC
UNCHANGED
Premium
Premium
Premium
Premium
20.00
2024-04-19
BluePath Capital Management, LLC
NEW
Premium
Premium
Premium
Premium
996
2024-04-19
NORDEN GROUP LLC
NEW
Premium
Premium
Premium
Premium
1,938
2024-04-19
VALLEY NATIONAL ADVISERS INC
UNCHANGED
Premium
Premium
Premium
Premium
39.00
2024-04-18
FARMERS & MERCHANTS INVESTMENTS INC
UNCHANGED
Premium
Premium
Premium
Premium
54.00
2024-04-18
Buffington Mohr McNeal
ADDED
Premium
Premium
Premium
Premium
5,274
2024-04-18
Diversified Trust Co
REDUCED
Premium
Premium
Premium
Premium
3,439
2024-04-18
Capital Advisors, Ltd. LLC
ADDED
Premium
Premium
Premium
Premium
46.00
2024-04-18
Compass Ion Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
4,547
2024-04-18
MV CAPITAL MANAGEMENT, INC.
ADDED
Premium
Premium
Premium
Premium
12.00
2024-04-18
Oak Thistle LLC
REDUCED
Premium
Premium
Premium
Premium
2,448
2024-04-18
Hexagon Capital Partners LLC
NEW
Premium
Premium
Premium
Premium
11.00
2024-04-18
Allspring Global Investments Holdings, LLC
REDUCED
Premium
Premium
Premium
Premium
63,699
2024-04-18
SJS Investment Consulting Inc.
ADDED
Premium
Premium
Premium
Premium
9.00
2024-04-18
Congress Wealth Management LLC / DE /
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
All
1–25 of 744
Which funds are the top buyers of IEX?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
9,180,200
1,993,110,000
0.04%
PRICE T ROWE ASSOCIATES INC /MD/
7,409,710
1,608,720,000
0.22%
BlackRock Inc.
6,068,330
1,317,490,000
0.03%
STATE STREET CORP
2,991,610
649,509,000
0.03%
MORGAN STANLEY
2,516,130
546,278,000
0.05%
WELLINGTON MANAGEMENT GROUP LLP
2,219,230
481,816,000
0.09%
Impax Asset Management Group plc
2,190,740
475,632,000
1.91%
Pictet Asset Management Holding SA
1,848,750
401,382,000
0.44%
GEODE CAPITAL MANAGEMENT, LLC
1,747,930
378,515,000
0.04%
AMUNDI
1,695,760
360,450,000
0.16%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in IEX?
Fund Name
$ Value
% Port.
Maren Capital LLC
49,788,900
6.38%
FENIMORE ASSET MANAGEMENT INC
168,273,000
3.91%
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID
69,394,600
3.88%
Port Capital LLC
50,161,000
2.80%
HARVEY INVESTMENT CO LLC
19,498,000
2.36%
SPEECE THORSON CAPITAL GROUP INC
10,878,000
2.23%
Montanaro Asset Management Ltd
11,506,800
2.16%
NORTHSTAR ASSET MANAGEMENT INC
7,230,410
2.09%
Premier Fund Managers Ltd
47,781,000
2.06%
SNYDER CAPITAL MANAGEMENT L P
87,946,500
1.98%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold IEX
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
237,425,000
Maren Capital LLC
49,788,900
Degroof Petercam Asset Management
39,937,800
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
16,694,000
Amalgamated Financial Corp.
3,858,000
Jump Financial, LLC
2,980,920
FORA Capital, LLC
2,979,620
Edgestream Partners, L.P.
2,850,000
Additions
Fund Name
% Increased
Assenagon Asset Management S.A.
6,079
NORDEA INVESTMENT MANAGEMENT AB
1,196
CITADEL ADVISORS LLC
1,089
Walleye Capital LLC
577
Lloyd Advisory Services, LLC.
525
Manchester Capital Management LLC
520
OMERS ADMINISTRATION Corp
464
Alecta Tjanstepension Omsesidigt
420
Reductions
Fund Name
% Reduced
PEAK6 Investments LLC
-99.74
Steward Partners Investment Advisory, LLC
-94.22
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-93.98
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
-93.78
IFP Advisors, Inc
-93.72
Carroll Financial Associates, Inc.
-91.04
AdvisorNet Financial, Inc
-90.91
ALLIANCEBERNSTEIN L.P.
-90.7
Sold off
Fund Name
$ Sold
Echo Street Capital Management LLC
-61,943,200
Greenland Capital Management LP
-8,203,480
Varma Mutual Pension Insurance Co
-7,149,230
MERITAGE PORTFOLIO MANAGEMENT
-6,947,000
TOWNSQUARE CAPITAL LLC
-3,970,050
TCW GROUP INC
-3,457,290
Ergoteles LLC
-2,830,880
LBP AM SA
-2,585,270