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IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
AllianceBernstein
Tennessee
$250M
3
CIP
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
Goldman Sachs
New York
$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
251
ProShare Advisors
Maryland
$687K -$166K -1,319 -20%
SCM
252
Shelton Capital Management
Colorado
$682K – – –
Creative Planning
253
Creative Planning
Kansas
$681K +$113K +898 +20%
PA
254
Profund Advisors
Maryland
$637K -$494K -3,914 -44%
RCM
255
Riverhead Capital Management
Delaware
$607K – – –
RJFSA
256
Raymond James Financial Services Advisors
Florida
$593K +$102K +811 +21%
LIC
257
Lodestar Investment Counsel
Illinois
$581K – – –
MWNA
258
Marshall Wace North America
New York
$575K +$575K +4,551 New
WAM
259
World Asset Management
Michigan
$572K -$35.4K -280 -6%
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$567K – – –
TSS
261
Two Sigma Securities
New York
$550K +$550K +4,356 New
SWP
262
Stratos Wealth Partners
Ohio
$541K – – –
QCM
263
Quantinno Capital Management
New York
$538K +$538K +4,265 New
Aberdeen Group
264
Aberdeen Group
United Kingdom
$512K -$5.4K -43 -1%
Walleye Trading
265
Walleye Trading
New York
$499K +$499K +3,954 New
SL
266
Signition LP
New York
$478K +$478K +3,782 New
II
267
IFM Investors
Australia
$475K +$109K +863 +30%
HighTower Advisors
268
HighTower Advisors
Illinois
$465K -$174K -1,379 -27%
AIM
269
Assured Investment Management
New York
$464K -$2.82M -22,315 -86%
QT
270
Quantbot Technologies
New York
$460K -$3.65M -28,983 -89%
DCM
271
Driehaus Capital Management
Illinois
$454K -$981K -7,769 -68%
SO
272
STRS Ohio
Ohio
$453K -$81.8K -649 -15%
Assenagon Asset Management
273
Assenagon Asset Management
Luxembourg
$450K -$7.8M -61,796 -95%
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$448K +$87K +689 +24%
FA
275
Fagan Associates
New York
$445K – – –
9 10
11
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