SouthernSun Asset Management - IDEX CORP ownership

IDEX CORP's ticker is IEX and the CUSIP is 45167R104. A total of 602 filers reported holding IDEX CORP in Q3 2023. The put-call ratio across all filers is 6.50 and the average weighting 0.1%.

About IDEX CORP

IDEX Corporation is a leading manufacturer of fluid and metering technologies, health and science technologies, and fire and safety equipment. The company has a strong reputation for innovation and has been in business for over 100 years.

IDEX's fluid and metering technologies segment provides solutions for a wide range of industries, including oil and gas, chemical processing, and water treatment. The health and science technologies segment offers products for medical and laboratory applications, while the fire and safety equipment segment provides solutions for fire suppression and detection.

IDEX has a strong track record of growth, with revenue increasing by 8% in 2020. The company's focus on innovation has helped it to stay ahead of the competition, and it has a number of patents and proprietary technologies that give it a competitive advantage.

One of the key strengths of IDEX is its management team. The company is led by a highly experienced CEO, who has been with the company for over 20 years. The management team has a strong focus on operational excellence and has implemented a number of initiatives to improve efficiency and reduce costs.

Overall, IDEX is a well-managed company with a strong track record of growth and innovation. While the company operates in a number of different industries, its focus on fluid and metering technologies, health and science technologies, and fire and safety equipment has helped it to build a strong reputation and a loyal customer base.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
SouthernSun Asset Management ownership history of IDEX CORP
ValueSharesWeighting
Q3 2023$4,014,994
-5.1%
19,301
-1.8%
0.47%
+5.4%
Q2 2023$4,228,783
+2.3%
19,645
+9.8%
0.45%
-5.5%
Q1 2023$4,133,589
+0.5%
17,892
-0.7%
0.47%
+0.6%
Q4 2022$4,114,050
-45.9%
18,018
-52.7%
0.47%
-50.1%
Q3 2022$7,610,000
-8.4%
38,080
-16.7%
0.94%
-8.7%
Q2 2022$8,306,000
-5.2%
45,730
+0.0%
1.03%
+8.9%
Q1 2022$8,765,000
+26.0%
45,715
+55.3%
0.95%
+36.1%
Q4 2021$6,955,000
+21.6%
29,431
+6.5%
0.70%
+15.1%
Q3 2021$5,719,000
-5.9%
27,635
+0.0%
0.60%
-9.3%
Q2 2021$6,079,000
+3.5%
27,627
-1.5%
0.67%
+9.4%
Q1 2021$5,872,000
-9.0%
28,051
-13.4%
0.61%
-17.7%
Q4 2020$6,453,000
-7.8%
32,394
-15.6%
0.74%
-19.3%
Q3 2020$7,001,000
-11.1%
38,378
-23.0%
0.92%
-13.7%
Q2 2020$7,877,000
-17.5%
49,844
-27.9%
1.06%
-24.7%
Q1 2020$9,545,000
-50.9%
69,113
-38.9%
1.41%
-20.3%
Q4 2019$19,450,000
-24.7%
113,082
-28.2%
1.77%
-17.3%
Q3 2019$25,813,000
-14.3%
157,513
-9.9%
2.14%
-7.6%
Q2 2019$30,108,000
-17.4%
174,904
-27.2%
2.32%
-11.1%
Q1 2019$36,433,000
+3.0%
240,103
-14.3%
2.61%
+0.6%
Q4 2018$35,360,000
-34.9%
280,056
-22.3%
2.59%
+4.4%
Q3 2018$54,334,000
-30.9%
360,643
-37.4%
2.48%
-3.1%
Q2 2018$78,589,000
-16.1%
575,826
-12.4%
2.56%
-2.7%
Q1 2018$93,697,000
-17.8%
657,479
-23.8%
2.63%
-9.2%
Q4 2017$113,929,000
-7.8%
863,295
-15.1%
2.90%
-4.5%
Q3 2017$123,560,000
-3.4%
1,017,206
-10.1%
3.04%
-7.3%
Q2 2017$127,919,000
-7.5%
1,131,926
-23.4%
3.28%
-7.2%
Q1 2017$138,244,000
+3.0%
1,478,385
-0.8%
3.53%
+3.0%
Q4 2016$134,189,000
-56.0%
1,489,993
-54.2%
3.43%
-9.9%
Q3 2016$304,670,000
+101.4%
3,256,060
+76.7%
3.81%
-4.2%
Q2 2016$151,300,000
-2.3%
1,842,874
-1.3%
3.97%
+1.7%
Q1 2016$154,791,000
+2.7%
1,867,648
-5.1%
3.91%
+7.7%
Q4 2015$150,707,000
-56.5%
1,967,203
-59.5%
3.63%
-5.2%
Q3 2015$346,748,000
+83.2%
4,863,228
+101.9%
3.83%
+11.6%
Q2 2015$189,266,000
+8.8%
2,408,572
+5.0%
3.43%
+5.2%
Q1 2015$173,939,000
-49.5%
2,293,799
-48.2%
3.26%
-4.4%
Q4 2014$344,540,000
+108.3%
4,426,248
+93.6%
3.41%
+5.0%
Q3 2014$165,417,000
-6.0%
2,285,718
+4.9%
3.25%
+1.5%
Q2 2014$175,915,000
+23.5%
2,178,778
+11.5%
3.20%
+12.3%
Q1 2014$142,386,000
+0.1%
1,953,433
+1.4%
2.85%
-1.7%
Q4 2013$142,220,000
+29.9%
1,925,800
+14.8%
2.90%
+7.2%
Q3 2013$109,477,000
+39.8%
1,677,815
+15.3%
2.70%
+13.4%
Q2 2013$78,321,0001,455,5022.38%
Other shareholders
IDEX CORP shareholders Q3 2023
NameSharesValueWeighting ↓
FENIMORE ASSET MANAGEMENT INC 1,176,275$63,295,0004.11%
SNYDER CAPITAL MANAGEMENT L P 1,257,948$67,690,0003.62%
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 399,620$21,504,0003.22%
HAHN CAPITAL MANAGEMENT LLC 260,773$14,032,0002.76%
SPEECE THORSON CAPITAL GROUP INC 165,415$8,901,0002.60%
SouthernSun Asset Management 1,455,502$78,321,0002.38%
RobecoSam USA, Inc. 31,200$1,679,0002.37%
HARVEY INVESTMENT CO LLC 138,137$7,433,0002.23%
Van Berkom & Associates Inc. 473,604$25,485,0001.91%
Robeco Schweiz AG 312,487$16,812,0001.51%
View complete list of IDEX CORP shareholders