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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
226
BB&T Securities
Virginia
$1.52M -$155K -1,029 -9%
APG Asset Management
227
APG Asset Management
Netherlands
$1.51M – – –
P
228
Pitcairn
Pennsylvania
$1.5M -$67.7K -449 -4%
NSIM
229
North Star Investment Management
Illinois
$1.47M – – –
TRCT
230
Tower Research Capital (TRC)
New York
$1.46M +$592K +3,927 +68%
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$1.43M +$76.1K +505 +6%
EP
232
Elkfork Partners
Oregon
$1.42M +$199K +1,320 +16%
SAM
233
Securian Asset Management
Minnesota
$1.42M -$21.9K -145 -2%
SOADOR
234
State of Alaska Department of Revenue
Alaska
$1.4M +$11.7K +78 +0.8%
SIA
235
Sit Investment Associates
Minnesota
$1.4M -$275K -1,825 -16%
First Manhattan
236
First Manhattan
New York
$1.37M – – –
JFG
237
Jefferies Financial Group
New York
$1.36M -$603 -4 -0%
PA
238
Profund Advisors
Maryland
$1.35M -$195K -1,295 -13%
HH
239
Hilltop Holdings
Texas
$1.33M -$306K -2,031 -19%
GIA
240
GHP Investment Advisors
Colorado
$1.3M +$72.6K +482 +6%
CGH
241
Crossmark Global Holdings
Texas
$1.26M -$136K -900 -10%
Toronto Dominion Bank
242
Toronto Dominion Bank
Ontario, Canada
$1.26M +$106K +707 +9%
SGAM
243
Steinberg Global Asset Management
Florida
$1.24M +$3.92K +26 +0.3%
SRAM
244
Stone Ridge Asset Management
New York
$1.23M +$45.2K +300 +4%
XK
245
Xact Kapitalforvaltning
Sweden
$1.15M -$111K -737 -9%
BMO
246
Beck Mack & Oliver
New York
$1.14M – – –
DSC
247
Duncker Streett & Co
Missouri
$1.12M +$301 +2 +0%
FBT
248
First Bank & Trust
South Dakota
$1.12M – – –
SCA
249
Snowden Capital Advisors
New York
$1.12M +$171K +1,134 +18%
JG
250
Jefferies Group
New York
$1.11M +$663K +4,403 +150%
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