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IDEX
IEX

Overview Fund Activity

425 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+7
Holders Change %
+1.67%
% of All Funds
9.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
134
Reduced
152
Closed
49
Calls
$15.9M
Puts
$7.01M
Net Calls
+$8.89M
Net Calls Change
+$7.58M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$89.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$35.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$55.7M
5
State Street
State Street
Massachusetts
$381M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$880M
2
Prudential Financial
Prudential Financial
New Jersey
$13.4M
3
HCM
Hahn Capital Management
California
$9.88M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
251
Nordea Investment Management
Sweden
$867K -$166K -1,091 -16%
AS
252
Altshuler Shaham
Israel
$865K – – –
Citadel Advisors
253
Citadel Advisors
Florida
$856K -$10.8M -71,115 -93%
Creative Planning
254
Creative Planning
Kansas
$836K +$17.4K +115 +2%
MCM
255
MAI Capital Management
Ohio
$808K +$808K +5,324 New
HH
256
Hilltop Holdings
Texas
$779K -$118K -776 -13%
RJFSA
257
Raymond James Financial Services Advisors
Florida
$745K +$32.5K +214 +5%
WAM
258
World Asset Management
Michigan
$735K +$47.6K +314 +7%
RCM
259
Riverhead Capital Management
Delaware
$730K – – –
SC
260
Sepio Capital
Utah
$720K -$129K -849 -15%
LIC
261
Lodestar Investment Counsel
Illinois
$698K – – –
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$683K +$1.97K +13 +0.3%
PP
263
Paloma Partners
Connecticut
$682K +$682K +4,491 New
SWP
264
Stratos Wealth Partners
Ohio
$650K – – –
II
265
IFM Investors
Australia
$636K +$65.4K +431 +11%
LTFS
266
Ladenburg Thalmann Financial Services
Florida
$626K -$343K -2,254 -35%
Aberdeen Group
267
Aberdeen Group
United Kingdom
$619K – – –
QCM
268
Quantinno Capital Management
New York
$604K -$43.1K -284 -7%
CSS
269
Cubist Systematic Strategies
Connecticut
$600K -$427K -2,812 -42%
FCBT
270
First Citizens Bank & Trust
North Carolina
$566K +$157K +1,034 +38%
FA
271
Fagan Associates
New York
$535K – – –
AG
272
Advisor Group
Arizona
$515K +$213K +1,405 +71%
SO
273
STRS Ohio
Ohio
$506K -$38.8K -256 -7%
TC
274
TownSquare Capital
Utah
$506K +$506K +3,333 New
William Blair & Company
275
William Blair & Company
Illinois
$497K +$5.32K +35 +1%
9 10
11
12 13