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IDEX
IEX

Overview Fund Activity

495 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
10.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
63
Increased
164
Reduced
191
Closed
54
Calls
$10.9M
Puts
$11M
Net Calls
-$87K
Net Calls Change
-$3.3M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$138M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.6M
3
Invesco
3
Invesco
Georgia
$266M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$48.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$129M
2
BlackRock
2
BlackRock
New York
$1.06B
3
FPP
3
Findlay Park Partners
United Kingdom
$37.1M
4
CVA
4
Ceredex Value Advisors
Florida
$57.1M
5
MWNA
5
Marshall Wace North America
New York
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
276
Altshuler Shaham
Israel
$789K – – –
SRAM
277
Stone Ridge Asset Management
New York
$769K -$395K -2,500 -34%
SIM
278
Sentry Investment Management
Wisconsin
$760K +$2.37K +15 +0.3%
DT
279
Diversified Trust
Tennessee
$754K +$205K +1,300 +37%
BC
280
Brinker Capital
Pennsylvania
$743K +$270K +1,709 +57%
NSIM
281
North Star Investment Management
Illinois
$741K – – –
AAM
282
Advisors Asset Management
Colorado
$732K +$26.7K +169 +4%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$727K +$10.4K +66 +1%
Macquarie Group
284
Macquarie Group
Australia
$696K -$18.5K -117 -3%
AB
285
Amalgamated Bank
New York
$690K -$2.34M -14,782 -77%
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$681K -$86.6K -548 -11%
Holocene Advisors
287
Holocene Advisors
New York
$677K +$677K +4,284 New
RJFSA
288
Raymond James Financial Services Advisors
Florida
$673K -$107K -675 -14%
KRS
289
Kentucky Retirement Systems
Kentucky
$663K -$158K -998 -19%
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$655K +$27.8K +176 +4%
SCA
291
Snowden Capital Advisors
New York
$655K -$375K -2,375 -36%
TC
292
TownSquare Capital
Utah
$648K +$59.6K +374 +10%
VanEck Associates
293
VanEck Associates
New York
$639K +$115K +729 +22%
MYIA
294
Mount Yale Investment Advisors
Colorado
$635K +$97.2K +615 +18%
OPPTF
295
OPSEU Pension Plan Trust Fund
Ontario, Canada
$633K -$59.1K -381 -9%
Creative Planning
296
Creative Planning
Kansas
$615K -$169K -1,066 -22%
SWP
297
Stratos Wealth Partners
Ohio
$608K +$1.9K +12 +0.3%
Canada Pension Plan Investment Board
298
Canada Pension Plan Investment Board
Ontario, Canada
$600K -$263K -1,663 -30%
QT
299
Quantamental Technologies
New York
$593K +$593K +3,750 New
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$589K -$129K -813 -18%
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