IEX icon

IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
301
Macquarie Group
Australia
$468K -$30.2K -200 -6%
AA
302
ALPS Advisors
Colorado
$465K -$7.99K -53 -2%
OI
303
Oakbrook Investments
Illinois
$463K +$463K +3,075 New
TI
304
Trexquant Investment
Connecticut
$458K +$176K +1,167 +62%
II
305
IFM Investors
Australia
$437K +$112K +745 +35%
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$431K +$431K +2,860 New
ECM
307
Element Capital Management
New York
$425K +$425K +2,823 New
GT
308
Glenview Trust
Kentucky
$418K – – –
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$415K – – –
FCBT
310
First Citizens Bank & Trust
North Carolina
$403K -$7.53K -50 -2%
BMM
311
Buffington Mohr McNeal
Idaho
$403K – – –
Qube Research & Technologies (QRT)
312
Qube Research & Technologies (QRT)
United Kingdom
$401K +$230K +1,524 +134%
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$399K – – –
UCFA
314
United Capital Financial Advisors
Texas
$395K +$45.7K +300 +13%
SPC
315
Sigma Planning Corp
Michigan
$391K +$391K +2,597 New
GH
316
GAM Holding
Switzerland
$380K +$151 +1 +0%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$362K – – –
ASN
318
Advisory Services Network
Georgia
$355K -$88K -584 -20%
YMRC
319
Yorktown Management & Research Company
Virginia
$354K – – –
CCM
320
Coldstream Capital Management
Washington
$349K +$64.5K +428 +23%
JPMPWA
321
J.P. Morgan Private Wealth Advisors
California
$339K -$1.06K -7 -0.3%
RM
322
Resource Management
Louisiana
$339K – – –
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$336K -$1.05K -7 -0.3%
LC
324
Lourd Capital
California
$334K +$334K +2,220 New
RJT
325
Raymond James Trust
Florida
$324K -$97.8K -649 -23%
11 12
13
14 15