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IDEX
IEX

Overview Fund Activity

471 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 162 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
162
Reduced
171
Closed
35
Calls
$9.81M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.8M

Top Buyers

1
FPP
1
Findlay Park Partners
United Kingdom
$79.1M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$262M
3
BlackRock
3
BlackRock
New York
$1.15B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$238M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$54.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$431M
2
Invesco
2
Invesco
Georgia
$239M
3
Millennium Management
3
Millennium Management
New York
$54.7M
4
Capital International Investors
4
Capital International Investors
California
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
276
Bartlett & Co Wealth Management
Ohio
$671K – – –
HH
277
Hilltop Holdings
Texas
$664K -$17.2K -100 -3%
SWP
278
Stratos Wealth Partners
Ohio
$657K -$80K -465 -11%
SIM
279
Sentry Investment Management
Wisconsin
$641K – – –
TC
280
TownSquare Capital
Utah
$641K +$52.6K +306 +9%
AIM
281
Achmea Investment Management
Netherlands
$628K -$3.04M -17,668 -83%
MOS
282
MGO One Seven
Ohio
$624K -$17K -99 -3%
LTFS
283
Ladenburg Thalmann Financial Services
Florida
$623K -$201K -1,170 -24%
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$619K – – –
Mirae Asset Global Investments
285
Mirae Asset Global Investments
South Korea
$616K +$150K +871 +32%
FA
286
Fagan Associates
New York
$613K – – –
TCA
287
Tortoise Capital Advisors
Kansas
$610K -$150K -870 -20%
ACM
288
AlphaCrest Capital Management
New York
$600K -$1.49M -8,639 -71%
MC
289
Machina Capital
France
$599K -$248K -1,444 -29%
AG
290
Advisor Group
Arizona
$589K -$47.9K -278 -8%
VIA
291
Vident Investment Advisory
Georgia
$586K +$49K +285 +9%
FA
292
FDx Advisors
Illinois
$578K -$11.9K -69 -2%
FMW
293
Farr Miller & Washington
District of Columbia
$577K +$73.6K +428 +15%
CIS
294
Capital International Sarl
California
$564K -$419K -2,434 -43%
KFA
295
Krane Funds Advisors
New York
$561K +$20.3K +118 +4%
SWM
296
Segment Wealth Management
Texas
$554K – – –
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$545K – – –
BA
298
Bridgewater Associates
Connecticut
$543K +$543K +3,159 New
RA
299
Rational Advisors
New York
$534K +$534K +3,105 New
IMRF
300
Illinois Municipal Retirement Fund
Illinois
$533K +$533K +3,101 New
10 11
12
13 14