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 ($15.8m this quarter). Holder counts are more reliable. Shares outstanding: 75.6m as of 2023-10-20, 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 ≈ $217.05. Options: 4 managers hold calls ($1.2m notional), 5 hold puts ($2.0m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 558 |
| Q4 2022 | 616 |
| Q1 2023 | 617 |
| Q2 2023 | 641 |
| Q3 2023 | 622 |
| Q4 2023 | 622 |
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 |
| Q3 2023 | 252 | 312 |
| Q4 2023 | 256 | 316 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $3.4m | $11.0m | 3.25 |
| Q2 2023 | $473.6k | $2.9m | 6.14 |
| Q3 2023 | $1.1m | $4.9m | 4.34 |
| Q4 2023 | $1.2m | $2.0m | 1.74 |
Biggest buyers
| MORGAN STANLEY | Added | +2.8m |
| JPMORGAN CHASE & CO | Added | +992.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +833.8k |
| Alecta Tjanstepension Omsesidigt | Added | +631.2k |
| Amundi | Added | +413.3k |
| Qube Research & Technologies Ltd | Added | +280.6k |
| CITADEL ADVISORS LLC | Added | +231.2k |
| Assenagon Asset Management S.A. | Added | +186.1k |
| NORGES BANK | Added | +158.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +151.2k |
Biggest sellers
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.1m |
| Balyasny Asset Management L.P. | Reduced | -725.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -569.3k |
| BROWN ADVISORY INC | Reduced | -564.8k |
| CONGRESS ASSET MANAGEMENT CO | Reduced | -539.7k |
| Echo Street Capital Management LLC | Sold out | -297.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -215.6k |
| SNYDER CAPITAL MANAGEMENT L P | Reduced | -94.4k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -57.7k |
| CW Advisors, LLC | Reduced | -56.5k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $825.0k3.8k shares |
| PEAK6 Investments LLC | New | $325.7k1.5k shares |
| SIMPLEX TRADING, LLC | Unchanged | $21.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $846.7k3.9k shares |
| PEAK6 Investments LLC | Reduced | $694.8k3.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $325.7k1.5k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Reduced | $173.7k800 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 9.2m $2.0bn | Reduced -14.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.22% of their portfolio | 7.4m $1.6bn | Added +833.8k |
| BlackRock Inc. 0.03% of their portfolio | 6.1m $1.3bn | Added +103.9k |
| MORGAN STANLEY 0.05% of their portfolio | 5.0m $1.1bn | Added +2.8m |
| STATE STREET CORP 0.03% of their portfolio | 3.0m $649.5m | Added +39.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 2.2m $481.8m | Reduced -12.1k |
| Impax Asset Management Group plc 1.91% of their portfolio | 2.2m $475.6m | Added +84.5k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.0m $444.9m | Added +992.0k |
| Pictet Asset Management Holding SA 0.44% of their portfolio | 1.8m $401.4m | Added +24.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 1.7m $378.5m | Added +31.3k |
| Amundi 0.16% of their portfolio | 1.7m $360.4m | Added +413.3k |
| T. Rowe Price Investment Management, Inc. 0.24% of their portfolio | 1.7m $367.6m | Added +19.2k |
| BARCLAYS PLC 0.13% of their portfolio | 1.1m $247.8m | Reduced -2.3k |
| Champlain Investment Partners, LLC 1.42% of their portfolio | 1.1m $240.0m | Reduced -37.5k |
| NORGES BANK 0.04% of their portfolio | 1.1m $237.4m | Added +158.7k |
| Invesco Ltd. 0.06% of their portfolio | 1.1m $235.2m | Added +62.6k |
| BROWN ADVISORY INC 0.28% of their portfolio | 910.9k $197.8m | Reduced -564.8k |
| Alecta Tjanstepension Omsesidigt 1.05% of their portfolio | 781.2k $169.6m | Added +631.2k |
| Fenimore Asset Management Inc 3.91% of their portfolio | 775.1k $168.3m | Added +1.6k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 749.8k $162.8m | Reduced -35.9k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.66% of their portfolio | 634.4k $137.7m | Reduced -8.0k |
| FMR LLC 0.01% of their portfolio | 623.8k $135.4m | Reduced -16.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 608.7k $132.2m | Added +15.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 572.3k $124.3m | Reduced -13.3k |
| Legal & General Group Plc 0.04% of their portfolio | 523.9k $113.7m | Reduced -34.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 513.6k $111.5m | Added +96.3k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 492.8k $107.0m | Added +81.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 469.5k $101.9m | Reduced -27.6k |
| Fisher Asset Management, LLC 0.05% of their portfolio | 429.0k $93.1m | Added +15.6k |
| Mirae Asset Global Investments Co., Ltd. 0.18% of their portfolio | 416.0k $90.3m | Reduced -16.2k |
| Ceredex Value Advisors LLC 1.55% of their portfolio | 411.5k $89.3m | Reduced -21.9k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 410.4k $89.1m | Added +58.6k |
| CCLA Investment Management 1.40% of their portfolio | 395.5k $85.9m | Added +2.3k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 394.3k $85.6m | Added +25.5k |
| BAMCO INC /NY/ 0.22% of their portfolio | 385.8k $83.8m | Reduced -10.0k |
| Fundsmith LLP 0.35% of their portfolio | 384.0k $83.4m | Reduced -5.0k |
| Baird Financial Group, Inc. 0.19% of their portfolio | 380.7k $82.7m | Added +2.7k |
| Allianz Asset Management GmbH 0.15% of their portfolio | 380.7k $82.7m | Reduced -44.5k |
| SNYDER CAPITAL MANAGEMENT L P 1.98% of their portfolio | 379.8k $87.9m | Reduced -94.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.23% of their portfolio | 376.3k $81.7m | Added +151.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.47% of their portfolio | 370.8k $80.5m | Added +10.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 369.3k $80.2m | Added +20.8k |
| Qube Research & Technologies Ltd 0.18% of their portfolio | 365.2k $79.3m | Added +280.6k |
| TWO SIGMA INVESTMENTS, LP 0.19% of their portfolio | 364.9k $79.2m | Added +50.5k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.07% of their portfolio | 335.9k $72.9m | Unchanged |
| Clearbridge Investments, LLC 0.06% of their portfolio | 335.6k $72.9m | Added +699 |
| PRIMECAP MANAGEMENT CO/CA/ 0.06% of their portfolio | 324.4k $70.4m | Reduced -8.8k |
| TWO SIGMA ADVISERS, LP 0.16% of their portfolio | 320.2k $69.5m | Added +101.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.31% of their portfolio | 313.7k $68.1m | Reduced -359 |
| GW&K Investment Management, LLC 0.60% of their portfolio | 295.5k $64.2m | Reduced -11.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 293.8k $63.8m | Reduced -55.7k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3.83% of their portfolio | 284.7k $61.8m | Added +1.8k |
| Robeco Schweiz AG 1.01% of their portfolio | 276.0k $59.9m | Reduced -4.3k |
| California Public Employees Retirement System 0.04% of their portfolio | 269.0k $58.4m | Added +5.1k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 252.5k $54.8m | Added +231.2k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 250.2k $54.3m | Reduced -52.3k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 248.8k $54.0m | Added +4.2k |
| Swiss National Bank 0.04% of their portfolio | 236.4k $51.3m | Reduced -6.7k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 235.4k $51.1m | Added +27.1k |
| GABELLI FUNDS LLC 0.39% of their portfolio | 234.2k $50.9m | Reduced -7.0k |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 233.5k $50.7m | Added +16.9k |
| Port Capital LLC 2.80% of their portfolio | 231.0k $50.2m | Reduced -22.1k |
| Maren Capital LLC 6.38% of their portfolio | 229.3k $49.8m | First filing |
| Premier Fund Managers Ltd 2.06% of their portfolio | 220.0k $47.8m | Unchanged |
| AXA S.A. 0.08% of their portfolio | 218.9k $47.5m | Added +121.9k |
| Boston Trust Walden Corp 0.33% of their portfolio | 201.2k $43.7m | Added +106.4k |
| Capital World Investors 0.01% of their portfolio | 200.0k $43.4m | Unchanged |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 197.3k $42.8m | Added +12.6k |
| GAMCO INVESTORS, INC. ET AL 0.44% of their portfolio | 191.9k $41.7m | Reduced -5.6k |
| Assenagon Asset Management S.A. 0.13% of their portfolio | 189.1k $41.1m | Added +186.1k |
| CIBC Private Wealth Group LLC 0.09% of their portfolio | 188.4k $40.9m | Added +2.4k |
| Degroof Petercam Asset Management 0.53% of their portfolio | 184.0k $39.9m | First filing |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 180.6k $39.2m | Reduced -1.3k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 178.3k $38.7m | Added +7.7k |
| Ensign Peak Advisors, Inc 0.07% of their portfolio | 163.9k $35.6m | Added +42.3k |
| TD Asset Management Inc 0.03% of their portfolio | 144.9k $31.5m | Added +5.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.04% of their portfolio | 135.8k $29.6m | Added +125.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 133.3k $28.9m | Reduced -36.9k |
| Northwest & Ethical Investments L.P. 0.87% of their portfolio | 129.7k $28.2m | Added +10.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 127.5k $27.7m | Reduced -57.7k |
| GENEVA CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 121.4k $26.4m | Reduced -4.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 117.3k $25.5m | Added +2.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 117.0k $25.4m | Reduced -1.1m |
| National Pension Service 0.04% of their portfolio | 117.0k $25.4m | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% of their portfolio | 116.1k $25.2m | Reduced -8.2k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 105.1k $22.8m | Reduced -15.7k |
| TUDOR INVESTMENT CORP ET AL 0.31% of their portfolio | 102.5k $22.3m | Added +49.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 102.4k $22.2m | Reduced -1.2k |
| DekaBank Deutsche Girozentrale 0.05% of their portfolio | 101.4k $22.2m | Reduced -4.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 98.5k $21.4m | Added +23.3k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 97.9k $21.3m | Reduced -5.6k |
| AE Wealth Management LLC 0.10% of their portfolio | 93.9k $19.6m | Added +19.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 93.6k $20.3m | Reduced -1.6k |
| HARVEY INVESTMENT CO LLC 2.36% of their portfolio | 89.8k $19.5m | Added +25 |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 89.5k $19.4m | Added +58.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 83.3k $18.1m | Added +2.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 77.8k $16.9m | Added +23.2k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.23% of their portfolio | 76.9k $16.7m | New |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 76.5k $16.6m | Added +7.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 76.1k $16.2m | Added +8.4k |