IDEX CORP IEX
COM · Common Stock · CUSIP 45167R104 · ISIN US45167R1041
Publicly listed company that makes fluidics systems and specialty engineered products
- SectorIndustrials
- IndustryPumps & Pumping Equipment
- HeadquartersNorthbrook, IL
- Founded1988
- Websiteidexcorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($19.2m this quarter). Holder counts are more reliable. Shares outstanding: 75.6m as of 2023-07-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $215.30. Options: 3 managers hold calls ($473.6k notional), 6 hold puts ($2.9m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 558 |
| Q4 2022 | 616 |
| Q1 2023 | 617 |
| Q2 2023 | 641 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 305 | 214 |
| Q1 2023 | 234 | 303 |
| Q2 2023 | 284 | 290 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $6.3m | $5.2m | 0.82 |
| Q4 2022 | $5.8m | $9.0m | 1.54 |
| Q1 2023 | $3.4m | $11.0m | 3.25 |
| Q2 2023 | $473.6k | $2.9m | 6.14 |
Biggest buyers
| Amundi | Added | +372.8k |
| Ceredex Value Advisors LLC | New | +287.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +284.9k |
| CITADEL ADVISORS LLC | Added | +238.1k |
| Qube Research & Technologies Ltd | New | +214.0k |
| GW&K Investment Management, LLC | Added | +186.2k |
| MORGAN STANLEY | Added | +185.6k |
| TWO SIGMA ADVISERS, LP | New | +151.4k |
| CIBC Private Wealth Group LLC | Added | +143.0k |
| D. E. Shaw & Co., Inc. | Added | +143.0k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.4m |
| FMR LLC | Reduced | -1.3m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -911.6k |
| MACQUARIE GROUP LTD | Reduced | -553.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -280.3k |
| Invesco Ltd. | Reduced | -261.3k |
| T. Rowe Price Investment Management, Inc. | Reduced | -198.6k |
| Robeco Institutional Asset Management B.V. | Reduced | -197.8k |
| Echo Street Capital Management LLC | Reduced | -181.8k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -153.7k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $258.3k1.2k shares |
| PEAK6 Investments LLC | Reduced | $215.3k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | Reduced | $1.1m5.0k shares |
| Walleye Trading LLC | Added | $774.9k3.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $624.3k2.9k shares |
| CITADEL ADVISORS LLC | Added | $365.9k1.7k shares |
| SIMPLEX TRADING, LLC | Added | $64.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (2.3%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 3 | $4.5m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 3 | $4.3m | — |
| Q1 2023 | 0 | — | 1 | $720.1k | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 9.4m $2.0bn | Reduced -96.1k |
| BlackRock Inc. 0.04% of their portfolio | 6.0m $1.3bn | Reduced -126.7k |
| STATE STREET CORP 0.03% of their portfolio | 3.0m $644.4m | Added +64.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 3.0m $640.2m | Reduced -1.4m |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 2.4m $511.5m | Reduced -72.0k |
| MORGAN STANLEY 0.05% of their portfolio | 2.3m $498.3m | Added +185.6k |
| Impax Asset Management Group plc 1.82% of their portfolio | 2.1m $453.7m | Added +117.4k |
| T. Rowe Price Investment Management, Inc. 0.27% of their portfolio | 1.8m $392.1m | Reduced -198.6k |
| ALLIANCEBERNSTEIN L.P. 0.16% of their portfolio | 1.8m $381.6m | Reduced -911.6k |
| BROWN ADVISORY INC 0.59% of their portfolio | 1.8m $377.0m | Reduced -50.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 1.7m $360.8m | Added +45.3k |
| PICTET ASSET MANAGEMENT SA 0.42% of their portfolio | 1.7m $357.9m | Added +56.9k |
| Invesco Ltd. 0.08% of their portfolio | 1.4m $298.7m | Reduced -261.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 1.1m $240.8m | Reduced -280.3k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 1.1m $238.3m | Added +116.0k |
| BARCLAYS PLC 0.15% of their portfolio | 1.1m $238.2m | Added +78.5k |
| Champlain Investment Partners, LLC 1.42% of their portfolio | 1.1m $230.1m | Added +138.4k |
| Amundi 0.11% of their portfolio | 1.0m $218.0m | Added +372.8k |
| FMR LLC 0.02% of their portfolio | 939.1k $202.2m | Reduced -1.3m |
| NORGES BANK 0.04% of their portfolio | 879.3k $189.3m | Reduced -94.8k |
| Fenimore Asset Management Inc 4.00% of their portfolio | 744.2k $160.2m | Reduced -2.4k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 740.6k $159.4m | Reduced -133.0k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.69% of their portfolio | 641.3k $138.1m | Added +5.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 602.5k $129.7m | Reduced -16.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 586.0k $126.1m | Reduced -2.8k |
| Legal & General Group Plc 0.04% of their portfolio | 579.5k $124.7m | Added +44.2k |
| CONGRESS ASSET MANAGEMENT CO 1.01% of their portfolio | 539.8k $116.2m | Added +974 |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.16% of their portfolio | 531.0k $114.3m | Reduced -22.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 526.3k $113.3m | Reduced -51.5k |
| SNYDER CAPITAL MANAGEMENT L P 2.22% of their portfolio | 483.9k $104.2m | Reduced -5.1k |
| Echo Street Capital Management LLC 0.82% of their portfolio | 444.9k $95.8m | Reduced -181.8k |
| Fisher Asset Management, LLC 0.05% of their portfolio | 412.8k $88.9m | Added +35.7k |
| Allianz Asset Management GmbH 0.18% of their portfolio | 407.7k $87.8m | Added +66.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 399.5k $92.3m | Unchanged |
| BAMCO INC /NY/ 0.24% of their portfolio | 396.0k $85.2m | Added +5.0k |
| Mirae Asset Global Investments Co., Ltd. 0.18% of their portfolio | 394.8k $85.0m | Added +32.2k |
| CCLA Investment Management 1.51% of their portfolio | 392.9k $84.6m | Added +103.6k |
| Fundsmith LLP 0.35% of their portfolio | 391.1k $84.2m | Added +127.4k |
| CIBC Private Wealth Group LLC 0.09% of their portfolio | 376.0k $80.9m | Added +143.0k |
| Baird Financial Group, Inc. 0.21% of their portfolio | 368.8k $79.4m | Reduced -105.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.48% of their portfolio | 350.8k $75.5m | Added +33.6k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 347.8k $74.9m | Reduced -12.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 346.7k $74.6m | Added +4.7k |
| PRIMECAP MANAGEMENT CO/CA/ 0.06% of their portfolio | 336.8k $72.5m | Reduced -12.7k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.07% of their portfolio | 335.9k $72.3m | Unchanged |
| Clearbridge Investments, LLC 0.06% of their portfolio | 334.2k $71.9m | Added +5.4k |
| Port Capital LLC 4.29% of their portfolio | 331.1k $71.3m | Added +15.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 323.8k $69.7m | Added +64.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.33% of their portfolio | 317.4k $68.3m | Reduced -6.5k |
| TWO SIGMA INVESTMENTS, LP 0.17% of their portfolio | 296.5k $63.8m | Added +284.9k |
| Ceredex Value Advisors LLC 1.00% of their portfolio | 287.2k $61.8m | New |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4.06% of their portfolio | 282.7k $60.9m | Reduced -336 |
| Robeco Schweiz AG 0.90% of their portfolio | 280.5k $60.4m | Unchanged |
| Swiss National Bank 0.04% of their portfolio | 273.0k $58.8m | Reduced -26.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 266.9k $57.5m | Added +40.9k |
| California Public Employees Retirement System 0.05% of their portfolio | 258.3k $55.6m | Added +705 |
| GABELLI FUNDS LLC 0.40% of their portfolio | 243.8k $52.5m | Reduced -15.9k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 243.1k $52.4m | Added +67.3k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 239.8k $51.6m | Added +238.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% of their portfolio | 221.3k $47.6m | Added +2.7k |
| Premier Fund Managers Ltd 1.87% of their portfolio | 220.0k $47.0m | Added +20.0k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 218.9k $47.1m | Reduced -8.0k |
| GW&K Investment Management, LLC 0.44% of their portfolio | 216.6k $46.6m | Added +186.2k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 215.9k $46.5m | Reduced -18.7k |
| Qube Research & Technologies Ltd 0.18% of their portfolio | 214.0k $46.1m | New |
| GAMCO INVESTORS, INC. ET AL 0.46% of their portfolio | 201.5k $43.4m | Reduced -7.1k |
| Capital World Investors 0.01% of their portfolio | 200.0k $43.1m | Unchanged |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 190.7k $41.0m | Added +8.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 186.4k $40.1m | Reduced -26.8k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 185.7k $40.0m | Reduced -21.5k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 170.4k $36.7m | Added +666 |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 153.6k $33.1m | Added +3.3k |
| TWO SIGMA ADVISERS, LP 0.08% of their portfolio | 151.4k $32.6m | New |
| TD Asset Management Inc 0.04% of their portfolio | 147.7k $31.8m | Reduced -27.6k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 144.5k $31.1m | Added +143.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 141.9k $30.6m | Added +2.6k |
| TUDOR INVESTMENT CORP ET AL 0.48% of their portfolio | 135.8k $29.2m | Added +127.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 132.9k $28.6m | Added +35.5k |
| GENEVA CAPITAL MANAGEMENT LLC 0.55% of their portfolio | 130.1k $28.0m | Reduced -8.4k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 124.7k $26.8m | Added +32.5k |
| Northwest & Ethical Investments L.P. 0.85% of their portfolio | 123.3k $26.5m | Added +9.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 121.9k $26.2m | Reduced -4.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 121.0k $26.1m | Reduced -2.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 120.1k $25.9m | Added +43.0k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 119.5k $25.7m | Added +3.9k |
| AXA S.A. 0.08% of their portfolio | 118.6k $25.5m | Reduced -246 |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 118.5k $25.5m | Reduced -5.1k |
| State of Tennessee, Department of Treasury 0.11% of their portfolio | 118.3k $25.5m | Reduced -13.2k |
| National Pension Service 0.04% of their portfolio | 117.7k $25.1m | Added +7.2k |
| Balyasny Asset Management L.P. 0.07% of their portfolio | 114.3k $24.6m | Added +32.8k |
| UBS Group AG 0.01% of their portfolio | 114.1k $24.6m | Added +56.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% of their portfolio | 110.0k $23.7m | Reduced -63.3k |
| DUPONT CAPITAL MANAGEMENT CORP 1.16% of their portfolio | 109.2k $23.5m | Reduced -865 |
| DekaBank Deutsche Girozentrale 0.05% of their portfolio | 106.1k $22.6m | Added +26.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 97.7k $21.0m | Reduced -1.3k |
| Boston Trust Walden Corp 0.17% of their portfolio | 94.2k $20.3m | Added +6.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 88.6k $19.1m | Added +164 |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 88.5k $19.0m | Reduced -38.8k |
| Montanaro Asset Management Ltd 2.91% of their portfolio | 85.5k $18.4m | Added +5.0k |
| Alyeska Investment Group, L.P. 0.14% of their portfolio | 84.4k $18.2m | New |