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IDEX
IEX

357 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.64M

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

8% more funds holding

Funds holding: 330 → 357 (+27)

6% more capital invested

Capital invested by funds: $8.57B → $9.08B (+$508M)

1.71% less ownership

Funds ownership: 99.51% → 97.8% (-1.7%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
136
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$73.9M
2
Millennium Management
Millennium Management
New York
+$17.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.1M
4
O
OppenheimerFunds
New York
+$16.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$14.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.8M
2
Primecap Management
Primecap Management
California
-$44.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$39M
4
Capital International Investors
Capital International Investors
California
-$33.9M
5
Prudential Financial
Prudential Financial
New Jersey
-$28.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
301
Huntington National Bank
Ohio
$160K -$34.8K -298 -18%
WTB
302
Washington Trust Bank
Washington
$150K – – –
Robeco Institutional Asset Management
303
Robeco Institutional Asset Management
Netherlands
$144K – – –
SO
304
STRS Ohio
Ohio
$120K – – –
RE
305
RBC Europe
United Kingdom
$79.4K +$76.4K +654 New
EMG
306
ETF Managers Group
New Jersey
$69K +$5.49K +47 +9%
IIC
307
Integrated Investment Consultants
Michigan
$68K -$19.7K -169 -23%
IA
308
IFP Advisors
Florida
$66K -$12.3K -105 -16%
IWM
309
IHT Wealth Management
Illinois
$65K – – –
Acadian Asset Management
310
Acadian Asset Management
Massachusetts
$64K – – –
AIM
311
Assured Investment Management
New York
$64K +$61.7K +528 New
AG
312
Advisor Group
Arizona
$63K -$28.3K -242 -32%
AAP
313
Arax Advisory Partners
Colorado
$62K -$11.2K -96 -16%
Korea Investment Corp
314
Korea Investment Corp
South Korea
$61K +$58.4K +500 New
NIT
315
NumerixS Investment Technologies
British Columbia, Canada
$61K +$58.4K +500 New
PCP
316
Proficio Capital Partners
Massachusetts
$60K – – –
QCG
317
Quadrant Capital Group
Ohio
$51K +$2.45K +21 +5%
Fuller & Thaler Asset Management
318
Fuller & Thaler Asset Management
California
$49K – – –
FPS
319
Fieldpoint Private Securities
Connecticut
$46K +$43.8K +375 New
FANJ
320
Financial Architects (New Jersey)
New Jersey
$44K -$584 -5 -1%
WPA
321
West Paces Advisors
Georgia
$43.7K -$11.7K -100 -22%
OC
322
Oakworth Capital
Alabama
$36K – – –
BBHC
323
Brown Brothers Harriman & Co
New York
$30K – – –
WTC
324
WhitTier Trust Company
Nevada
$30K – – –
KF
325
Krilogy Financial
Missouri
$27K -$6.66K -57 -21%
11 12
13
14 15

IEX Hedge Fund Activity: Q3 2017 in Review

357 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2017, worth a combined $9.08B — up 5.9% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IEX positions and 19 closed out — a net gain of 30 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $73.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $46.8M.

  • 357 institutional investors held IDEX (IEX) as of Q3 2017, up from 330 in Q2 2017.
  • Funds reported $9.08B of IDEX stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 49 funds opened new IDEX positions in Q3 2017 and 19 closed out, a net change of +30 holders.
  • The largest IDEX buyer in Q3 2017 was Wellington Management Group, an estimated $73.9M added.
  • The largest IDEX seller in Q3 2017 was T. Rowe Price Associates, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2017.