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IDEX
IEX

Overview Fund Activity

407 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
50
Increased
137
Reduced
150
Closed
35
Calls
$11.7M
Puts
$13.3M
Net Calls
-$1.62M
Net Calls Change
-$3.76M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$55.6M
2
PAM
Panagora Asset Management
Massachusetts
+$36.2M
3
BlackRock
BlackRock
New York
+$34M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$33.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$36.7M
3
SAM
Southernsun Asset Management
Tennessee
-$29.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$26M
5
Artisan Partners
Artisan Partners
Wisconsin
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$743K +$743K +5,211 New
CII
252
Capital International Inc
California
$692K +$3.56K +25 +0.5%
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$691K -$80.3K -519 -10%
WAM
254
World Asset Management
Michigan
$684K -$99.1K -695 -13%
AA
255
ALPS Advisors
Colorado
$676K +$302K +2,120 +81%
LIC
256
Lodestar Investment Counsel
Illinois
$670K – – –
CI
257
Cigna Investments
Connecticut
$666K -$996 -7 -0.1%
JG
258
Jefferies Group
New York
$665K +$665K +4,664 New
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
$643K +$643K +4,510 New
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$640K -$95K -667 -13%
ASN
261
Advisory Services Network
Georgia
$637K -$34.8K -244 -5%
GAM
262
Gotham Asset Management
New York
$629K -$1.93M -13,528 -75%
JIM
263
Jupiter Investment Management
United Kingdom
$627K +$314K +2,200 +100%
OI
264
Oakbrook Investments
Illinois
$626K -$273K -1,915 -30%
CC
265
Cognios Capital
Kansas
$619K +$89.3K +627 +17%
SWP
266
Stratos Wealth Partners
Ohio
$611K – – –
RCM
267
Riverhead Capital Management
Delaware
$571K +$14.2K +100 +3%
William Blair & Company
268
William Blair & Company
Illinois
$546K -$28.5K -200 -5%
PHS
269
Pekin Hardy Strauss
Illinois
$527K +$28.5K +200 +6%
SWM
270
Segment Wealth Management
Texas
$517K -$16.2K -114 -3%
Nordea Investment Management
271
Nordea Investment Management
Sweden
$507K +$31.1K +218 +7%
Creative Planning
272
Creative Planning
Kansas
$496K -$1.85K -13 -0.4%
RJFSA
273
Raymond James Financial Services Advisors
Florida
$462K +$37.2K +261 +9%
MYAM
274
Meiji Yasuda Asset Management
Japan
$443K +$443K +3,110 New
IR
275
Invictus RG
Bermuda
$433K +$433K +3,039 New
9 10
11
12 13