304 hedge funds and large institutions have $6.98B invested in IDEX in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-21
Holders Change %
-6.46%
% of All Funds
7.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
31
Increased
104
Reduced
112
Closed
44
Calls
$570K
Puts
$196K
Net Calls
+$374K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$220K -$15.7K -168 -7%
DekaBank Deutsche Girozentrale
252
DekaBank Deutsche Girozentrale
Germany
$214K
DT
253
Diversified Trust
Tennessee
$207K +$207K +2,210 New
BC
254
Brinker Capital
Pennsylvania
$203K -$80.5K -861 -28%
PCM
255
Penserra Capital Management
California
$193K -$6.34K -68 -3%
ST
256
Smithfield Trust
Pennsylvania
$189K
RCM
257
Riverhead Capital Management
Delaware
$178K +$18.7K +200 +12%
ECM
258
Estabrook Capital Management
New York
$164K
Creative Planning
259
Creative Planning
Kansas
$133K +$5.52K +59 +4%
WTB
260
Washington Trust Bank
Washington
$115K -$933 -10 -0.8%
AG
261
Advisor Group
Arizona
$95K -$2.23K -24 -2%
PWM
262
Perigon Wealth Management
California
$88K
QT
263
Quantbot Technologies
New York
$85K +$85K +916 New
IIC
264
Integrated Investment Consultants
Michigan
$68K -$3.07K -33 -4%
BIG
265
Bellwether Investment Group
Tennessee
$59K +$11K +118 +23%
AAP
266
Arax Advisory Partners
Colorado
$53K +$14.4K +155 +37%
PCP
267
Proficio Capital Partners
Massachusetts
$50K +$28.5K +262 +133%
Acadian Asset Management
268
Acadian Asset Management
Massachusetts
$49K
FPS
269
Fieldpoint Private Securities
Connecticut
$47K +$47K +500 New
QCG
270
Quadrant Capital Group
Ohio
$46K +$1.77K +20 +4%
WPA
271
West Paces Advisors
Georgia
$43K
FANJ
272
Financial Architects (New Jersey)
New Jersey
$37K -$1.57K -17 -4%
Fuller & Thaler Asset Management
273
Fuller & Thaler Asset Management
California
$37K
IA
274
IFP Advisors
Florida
$34K -$1.03K -11 -3%
OC
275
Oakworth Capital
Alabama
$29K