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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 %
BCI
276
Brinker Capital Investments
Pennsylvania
$854K +$854K +4,684 New
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$850K +$10.6K +58 +1%
OSIA
278
O'Shares Investment Advisers
Massachusetts
$841K +$841K +4,612 New
E
279
Ergoteles
New York
$839K +$839K +4,600 New
VanEck Associates
280
VanEck Associates
New York
$834K +$96K +526 +13%
Creative Planning
281
Creative Planning
Kansas
$818K +$109K +596 +15%
KRS
282
Kentucky Retirement Systems
Kentucky
$803K +$37.6K +206 +5%
WG
283
Winton Group
United Kingdom
$786K +$786K +4,309 New
OPPTF
284
OPSEU Pension Plan Trust Fund
Ontario, Canada
$782K +$40.3K +222 +5%
AB
285
Amalgamated Bank
New York
$780K -$15.7K -86 -2%
OAM
286
Optimal Asset Management
California
$776K +$776K +243,042 New
QC
287
Quadrature Capital
United Kingdom
$762K +$762K +4,171 New
QSS
288
Quantitative Systematic Strategies
Florida
$760K -$1.16M -6,361 -60%
MCM
289
MAI Capital Management
Ohio
$751K -$248K -1,359 -25%
TC
290
TownSquare Capital
Utah
$749K +$2.39K +13 +0.3%
HW
291
Hancock Whitney
Mississippi
$741K -$3.13M -17,177 -81%
MYIA
292
Mount Yale Investment Advisors
Colorado
$725K -$7.29K -40 -1%
AAM
293
Advisors Asset Management
Colorado
$718K -$127K -696 -15%
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$705K +$99.9K +548 +17%
SWP
295
Stratos Wealth Partners
Ohio
$701K – – –
LSERS
296
Louisiana State Employees Retirement System
Louisiana
$693K +$109K +600 +19%
RJFSA
297
Raymond James Financial Services Advisors
Florida
$675K -$102K -559 -13%
NMIMC
298
Northwestern Mutual Investment Management Company
Wisconsin
$655K – – –
DT
299
Diversified Trust
Tennessee
$652K -$218K -1,195 -25%
FA
300
Fagan Associates
New York
$635K – – –
10 11
12
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