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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
$25.7M
4
TCP
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
Capital World Investors
California
$868M
4
SAM
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
276
HighTower Advisors
Illinois
$762K -$81.8K -544 -10%
AWE
277
Avidian Wealth Enterprises
Texas
$742K +$742K +4,922 New
WAM
278
World Asset Management
Michigan
$725K +$5.28K +35 +0.7%
RCM
279
Riverhead Capital Management
Delaware
$724K +$105K +700 +17%
VF
280
Virtu Financial
New York
$699K -$232K -1,544 -25%
LIC
281
Lodestar Investment Counsel
Illinois
$693K -$15.1K -100 -2%
BNP Paribas Asset Management
282
BNP Paribas Asset Management
France
$680K -$747K -4,956 -52%
Creative Planning
283
Creative Planning
Kansas
$678K +$127K +843 +23%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$677K – – –
SWP
285
Stratos Wealth Partners
Ohio
$646K – – –
SO
286
STRS Ohio
Ohio
$639K -$35.2K -234 -5%
Aberdeen Group
287
Aberdeen Group
United Kingdom
$621K -$14K -93 -2%
SEC
288
Seven Eight Capital
New York
$618K +$618K +4,100 New
FA
289
FDx Advisors
Illinois
$589K +$181K +1,201 +44%
RJFSA
290
Raymond James Financial Services Advisors
Florida
$585K +$86K +571 +17%
William Blair & Company
291
William Blair & Company
Illinois
$578K – – –
GCA
292
Gideon Capital Advisors
New York
$576K -$61.1K -406 -10%
FA
293
Fagan Associates
New York
$531K -$60.3K -400 -10%
PHS
294
Pekin Hardy Strauss
Illinois
$527K -$75.3K -500 -13%
TAM
295
Tocqueville Asset Management
New York
$524K +$78.9K +524 +18%
Simplex Trading
296
Simplex Trading
Illinois
$503K +$503K +3,339 New
BCM
297
BlueCrest Capital Management
Jersey
$499K +$499K +3,312 New
B
298
Barings
North Carolina
$486K – – –
SWM
299
Segment Wealth Management
Texas
$485K -$61.7K -410 -11%
US Bancorp
300
US Bancorp
Minnesota
$476K +$73.8K +490 +18%
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