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IDEX
IEX

Overview Fund Activity

394 hedge funds and large institutions have $9.75B invested in IDEX in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+38
Holders Change %
+10.67%
% of All Funds
8.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
69
Increased
125
Reduced
132
Closed
30
Calls
$5.64M
Puts
$3.5M
Net Calls
+$2.14M
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
BlackRock
New York
$969M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$73.8M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$23.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$864M
5
FQ
First Quadrant
California
$11.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$968M
2
NFA
Nationwide Fund Advisors
Ohio
$0
3
Capital International Investors
Capital International Investors
California
$59.5M
4
SAM
Southernsun Asset Management
Tennessee
$114M
5
Millennium Management
Millennium Management
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
251
Toronto Dominion Bank
Ontario, Canada
$595K +$169K +1,282 +40%
Public Sector Pension Investment Board (PSP Investments)
252
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$581K – – –
SWP
253
Stratos Wealth Partners
Ohio
$566K – – –
Assenagon Asset Management
254
Assenagon Asset Management
Luxembourg
$557K -$3.83K -29 -0.7%
RQS
255
Ramsey Quantitative Systems
Kentucky
$542K +$236K +12,951 +77%
William Blair & Company
256
William Blair & Company
Illinois
$532K -$26.4K -200 -5%
RCM
257
Riverhead Capital Management
Delaware
$516K +$92.4K +700 +22%
FIM
258
Foresters Investment Management
New York
$507K +$82.1K +622 +19%
SWM
259
Segment Wealth Management
Texas
$494K -$1.45K -11 -0.3%
CC
260
Cognios Capital
Kansas
$490K +$490K +3,718 New
FRM
261
Fox Run Management
Connecticut
$485K -$346K -2,625 -42%
PHS
262
Pekin Hardy Strauss
Illinois
$462K -$26.4K -200 -5%
Creative Planning
263
Creative Planning
Kansas
$461K +$66.6K +505 +17%
Wolverine Trading
264
Wolverine Trading
Illinois
$445K +$445K +3,372 New
Nordea Investment Management
265
Nordea Investment Management
Sweden
$441K – – –
SAM
266
Shell Asset Management
Netherlands
$433K – – –
RJT
267
Raymond James Trust
Florida
$430K -$34.2K -259 -7%
B
268
Barings
North Carolina
$396K – – –
N
269
Natixis
France
$395K -$309K -2,339 -44%
RJFSA
270
Raymond James Financial Services Advisors
Florida
$394K +$18.1K +137 +5%
Renaissance Technologies
271
Renaissance Technologies
New York
$370K -$9.81M -74,225 -96%
GT
272
Glenview Trust
Kentucky
$366K – – –
MC
273
Menta Capital
California
$359K +$359K +2,720 New
BMM
274
Buffington Mohr McNeal
Idaho
$353K – – –
AA
275
ALPS Advisors
Colorado
$347K +$19.6K +148 +6%
9 10
11
12 13