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IDEX
IEX

Overview Fund Activity

394 hedge funds and large institutions have $9.75B invested in IDEX in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+38
Holders Change %
+10.67%
% of All Funds
8.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
69
Increased
125
Reduced
132
Closed
30
Calls
$5.64M
Puts
$3.5M
Net Calls
+$2.14M
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
BlackRock
New York
$969M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$73.8M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$23.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$864M
5
FQ
First Quadrant
California
$11.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$968M
2
NFA
Nationwide Fund Advisors
Ohio
$0
3
Capital International Investors
Capital International Investors
California
$59.5M
4
SAM
Southernsun Asset Management
Tennessee
$114M
5
Millennium Management
Millennium Management
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
301
Gideon Capital Advisors
New York
$241K -$213K -1,616 -47%
WAM
302
Wallington Asset Management
Indiana
$238K – – –
AP
303
Advisor Partners
California
$238K +$5.82K +42 +3%
UCFA
304
United Capital Financial Advisors
Texas
$234K -$20.9K -158 -8%
CG
305
Clinton Group
New York
$234K +$234K +1,775 New
ECM
306
Estabrook Capital Management
New York
$231K – – –
ST
307
Smithfield Trust
Pennsylvania
$224K +$17.1K +130 +8%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$221K -$14.9K -113 -6%
SI
309
Stephens Inc
Arkansas
$214K -$19.7K -149 -8%
USAA
310
United Services Automobile Association
Texas
$213K +$213K +1,615 New
ZIM
311
Zacks Investment Management
Illinois
$212K +$212K +1,604 New
CCM
312
Coldstream Capital Management
Washington
$210K +$210K +1,593 New
CB
313
Community Bank
New York
$203K +$203K +1,537 New
V
314
Veritable
Delaware
$202K +$202K +1,533 New
SYBT
315
Stock Yards Bank & Trust
Kentucky
$201K +$201K +1,524 New
AG
316
Advisor Group
Arizona
$182K +$114K +858 +166%
HNB
317
Huntington National Bank
Ohio
$165K -$8.72K -66 -5%
WTB
318
Washington Trust Bank
Washington
$163K – – –
CA
319
Calton & Associates
Florida
$160K +$160K +1,166 New
LS
320
Livforsakringsbolaget Skandia
Sweden
$158K -$52.7K -400 -25%
SO
321
STRS Ohio
Ohio
$131K – – –
AssetMark Inc
322
AssetMark Inc
California
$118K +$118K +894 New
RFC
323
Regions Financial Corp
Alabama
$107K +$107K +813 New
EMG
324
ETF Managers Group
New Jersey
$87K +$12.4K +94 +17%
IA
325
IFP Advisors
Florida
$76K +$4.37K +33 +6%
11 12
13
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