IEX icon

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 %
SSA
276
Schonfeld Strategic Advisors
New York
$429K -$1.27M -10,094 -75%
William Blair & Company
277
William Blair & Company
Illinois
$409K -$75.4K -597 -16%
B
278
Barings
North Carolina
$408K – – –
SWM
279
Segment Wealth Management
Texas
$407K – – –
PHS
280
Pekin Hardy Strauss
Illinois
$398K -$44.2K -350 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
281
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$391K -$454K -3,600 -54%
AA
282
ALPS Advisors
Colorado
$373K -$16K -127 -4%
ARTA
283
A.R.T. Advisors
New York
$358K +$114K +900 +46%
Macquarie Group
284
Macquarie Group
Australia
$353K -$37.8K -300 -10%
GT
285
Glenview Trust
Kentucky
$351K – – –
FA
286
FDx Advisors
Illinois
$349K -$145K -1,147 -29%
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$347K – – –
BMM
288
Buffington Mohr McNeal
Idaho
$344K +$6.31K +50 +2%
FCBT
289
First Citizens Bank & Trust
North Carolina
$341K +$2.91K +23 +0.9%
Daiwa Securities Group
290
Daiwa Securities Group
Japan
$335K – – –
BCM
291
BBT Capital Management
Texas
$322K +$322K +2,549 New
GH
292
GAM Holding
Switzerland
$318K – – –
US Bancorp
293
US Bancorp
Minnesota
$317K -$80.7K -641 -20%
VIA
294
Vident Investment Advisory
Georgia
$312K -$1.02M -8,089 -77%
EOJOAM
295
E. Ohman J:or Asset Management
Sweden
$303K – – –
YMRC
296
Yorktown Management & Research Company
Virginia
$297K – – –
CI
297
Cigna Investments
Connecticut
$297K +$6.97K +55 +2%
Commonwealth Equity Services
298
Commonwealth Equity Services
Massachusetts
$294K +$294K +2,333 New
UCFA
299
United Capital Financial Advisors
Texas
$289K -$38.1K -302 -12%
ACM
300
AlphaCrest Capital Management
New York
$287K +$287K +2,274 New
10 11
12
13 14