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IDEX
IEX

Overview Fund Activity

407 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
50
Increased
137
Reduced
150
Closed
35
Calls
$11.7M
Puts
$13.3M
Net Calls
-$1.62M
Net Calls Change
-$3.76M

Top Buyers

1
Barclays
Barclays
United Kingdom
$57.7M
2
PAM
Panagora Asset Management
Massachusetts
$38.5M
3
BlackRock
BlackRock
New York
$1.08B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$113M
5
Vanguard Group
Vanguard Group
Pennsylvania
$958M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$549M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.01B
3
SAM
Southernsun Asset Management
Tennessee
$93.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
5
Artisan Partners
Artisan Partners
Wisconsin
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
301
DC Investments Management
Virginia
$301K +$301K +2,112 New
APG Asset Management
302
APG Asset Management
Netherlands
$301K +$301K +2,600 New
JPMPWA
303
J.P. Morgan Private Wealth Advisors
California
$297K -$569 -4 -0.2%
KA
304
Kaizen Advisory
Illinois
$289K +$289K +2,027 New
Simplex Trading
305
Simplex Trading
Illinois
$266K +$266K +1,870 New
AIM
306
Assured Investment Management
New York
$260K +$260K +1,822 New
WAM
307
Wallington Asset Management
Indiana
$257K – – –
BCM
308
Bayesian Capital Management
New York
$257K +$257K +1,800 New
EOJOAM
309
E. Ohman J:or Asset Management
Sweden
$257K -$114K -800 -31%
ECM
310
Estabrook Capital Management
New York
$249K – – –
ST
311
Smithfield Trust
Pennsylvania
$243K – – –
Point72 Asset Management
312
Point72 Asset Management
Connecticut
$242K +$242K +1,700 New
AMCA
313
Arthur M. Cohen & Associates
Illinois
$239K – – –
IRF
314
IBM Retirement Fund
New York
$239K +$239K +1,679 New
FB
315
Fulton Bank
Pennsylvania
$237K -$71.5K -502 -23%
CCM
316
Coldstream Capital Management
Washington
$236K +$8.7K +61 +4%
BC
317
Brinker Capital
Pennsylvania
$231K +$231K +1,624 New
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$227K -$12.1K -85 -5%
GIA
319
Gateway Investment Advisers
Ohio
$226K -$46.4K -326 -17%
CPH
320
C Partners Holding
Switzerland
$221K -$70.4K -495 -24%
V
321
Veritable
Delaware
$217K -$1.43K -10 -0.7%
SYBT
322
Stock Yards Bank & Trust
Kentucky
$217K – – –
HF
323
HRT Financial
New York
$215K +$215K +1,514 New
EMG
324
Ellington Management Group
Connecticut
$214K +$214K +1,500 New
CTC
325
Central Trust Company
Missouri
$213K -$84.2K -592 -28%
11 12
13
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