Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IDEX CORP (IEX)

594 + Investors. Track Smart Money conviction in IEX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — IEX

Based on 587 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IEX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
587 hedge funds hold IEX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IEX is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

278 buying314 selling
Last quarter: 314 funds reduced or exited vs 278 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new IEX position: 76 → 80 → 81 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 16% new
403 out of 587 hedge funds have held IEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

69 → 76 → 80 → 81 → 99 new funds/Q
New funds entering each quarter: 76 → 80 → 81 → 99. A growing number of institutions are discovering IEX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 8% 1-2yr ■ 19% new
Of 594 current holders: 429 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
48 of 587 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IEX

How many hedge funds hold IEX — quarterly history vs. share price
Quarterly hedge fund ownership of IEX vs. share price

Market Analysis: IEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 3 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IEX
2026 Q1 Stats Unlock in 11 days 594 + Investors

Track Smart Money conviction in IEX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 594 594 -
13F Shares 75M 74M 2.38%
Total Value $13.38B $12.04B 11.1%
New Positions 101 81 +20
Increased Positions 189 196 -7
Closed Positions 101 94 +7
Reduced Positions 219 243 -24
Total Calls 5 3 66.67%
Total Puts 3 3 -
PUT/CALL Ratio 0.6 1.0 Bullish

Statistics: IEX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

594 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEX. Verified SEC 13F-HR filings.

Top 25 institutional holders of IEX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Regents Gate Capital LLP 5.27% 130,389 $24.7M
2 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3.83% 117,999 $22.4M
3 SPEECE THORSON CAPITAL GROUP INC 3.46% 80,078 $15.2M
4 HARVEY INVESTMENT CO LLC 2.34% 112,239 $21K
5 Robeco Schweiz AG 1.52% 379,071 $71.9M
6 DEPRINCE RACE & ZOLLO INC 1.25% 349,496 $66.2M
7 NUANCE INVESTMENTS, LLC 1.18% 44,820 $8.5M
8 LECAP ASSET MANAGEMENT LTD 0.93% 13,102 $2.5M
9 Boston Trust Walden Corp 0.71% 452,714 $85.8M
10 Tevis Investment Management 0.66% 6,142 $1.2M
11 FLOSSBACH VON STORCH SE 0.65% 740,319 $140.3M
12 K.J. Harrison & Partners Inc 0.62% 20,000 $3.8M
13 WASHINGTON CAPITAL MANAGEMENT, INC 0.54% 3,350 $635K
14 Alecta Tjanstepension Omsesidigt 0.53% 579,000 $109.7M
15 NICHOLAS COMPANY, INC. 0.49% 132,583 $25.1M
16 Legacy Wealth Management, LLC / MS 0.48% 8,975 $1.7M
17 HAHN CAPITAL MANAGEMENT LLC 0.41% 3,426 $649K
18 ASR Vermogensbeheer N.V. 0.38% 171,719 $32.5M
19 GENEVA CAPITAL MANAGEMENT LLC 0.38% 93,917 $17.8M
20 JOHNSON INVESTMENT COUNSEL INC 0.37% 243,717 $46.2M
21 Camelot Portfolios, LLC 0.33% 2,329 $442K
22 BARD ASSOCIATES INC 0.31% 6,593 $1.2M
23 L. Roy Papp & Associates, LLP 0.29% 13,289 $2.5M
24 MQS Management LLC 0.27% 2,102 $398K
25 OneAscent Investment Solutions LLC 0.26% 1,348 $256K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — IDEX CORP (IEX)

What does the Smart Money Trend signal show for IEX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IEX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IEX?

More sellers than buyers — 47% buying: Last quarter: 314 funds reduced or exited vs 278 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IEX holders?

Elite ownership — 51% AUM from top-100 funds: 48 of 587 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IEX?

69% of holders stayed for 2+ years: 403 out of 587 hedge funds have held IEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.