IEX icon

IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
251
Westpac Banking Corp
Australia
$1.15M – – –
GLA
252
Great Lakes Advisors
Illinois
$1.13M -$19.7K -108 -2%
KWILP
253
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.13M -$2.16M -11,852 -66%
Wealthfront Advisers
254
Wealthfront Advisers
California
$1.12M +$118K +647 +12%
BMO
255
Beck Mack & Oliver
New York
$1.11M -$264K -1,449 -19%
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$1.08M -$1.7M -9,312 -61%
FGP
257
Foyston, Gordon, & Payne
Ontario, Canada
$1.08M +$182 +1 +0%
BAMF
258
BI Asset Management Fondsmaeglerselskab
Denmark
$1.07M +$144K +791 +16%
IMRF
259
Illinois Municipal Retirement Fund
Illinois
$1.05M +$87.3K +479 +9%
Osaic Holdings
260
Osaic Holdings
Arizona
$1.02M -$207K -1,141 -17%
CCM
261
Coldstream Capital Management
Washington
$1.02M +$2.01K +11 +0.2%
BA
262
Bridgewater Associates
Connecticut
$1.01M +$1.01M +5,545 New
DSC
263
Duncker Streett & Co
Missouri
$1.01M +$28.6K +157 +3%
TC
264
Toews Corporation
New Jersey
$1M +$1M +5,500 New
SAM
265
Shell Asset Management
Netherlands
$1M – – –
Pacer Advisors
266
Pacer Advisors
Pennsylvania
$973K -$210K -1,149 -18%
SC
267
Sepio Capital
Utah
$966K – – –
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$934K +$255K +1,396 +37%
CC
269
Centiva Capital
New York
$926K +$926K +5,079 New
GC
270
Guggenheim Capital
Illinois
$915K -$103K -566 -10%
AS
271
Altshuler Shaham
Israel
$911K – – –
JF
272
Jump Financial
Illinois
$911K +$911K +4,994 New
SIM
273
Sentry Investment Management
Wisconsin
$877K – – –
NMERB
274
New Mexico Educational Retirement Board
New Mexico
$876K -$54.8K -300 -6%
NSIM
275
North Star Investment Management
Illinois
$855K – – –
9 10
11
12 13