IEX icon

IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
AllianceBernstein
Tennessee
$250M
3
CIP
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
Goldman Sachs
New York
$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RM
301
Resource Management
Louisiana
$284K – – –
LC
302
Lourd Capital
California
$283K +$2.78K +22 +1%
CA
303
Centerpoint Advisors
Massachusetts
$270K – – –
C
304
Cerebellum
California
$260K +$260K +2,062 New
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$259K -$23K -182 -8%
Verition Fund Management
306
Verition Fund Management
Connecticut
$258K -$1.03M -8,127 -80%
MYLI
307
Meiji Yasuda Life Insurance
Japan
$254K +$254K +2,011 New
AG
308
Advisor Group
Arizona
$251K +$81.3K +645 +48%
CCM
309
Coldstream Capital Management
Washington
$244K -$48.3K -383 -17%
ASN
310
Advisory Services Network
Georgia
$237K -$61.2K -484 -21%
MCM
311
McKinley Capital Management
Alaska
$232K -$10.1K -80 -4%
DT
312
Diversified Trust
Tennessee
$231K +$231K +1,830 New
SEC
313
Seven Eight Capital
New York
$227K -$290K -2,300 -56%
TAM
314
Tocqueville Asset Management
New York
$222K -$217K -1,720 -49%
P
315
Pitcairn
Pennsylvania
$209K -$1.05M -8,314 -83%
MFG
316
Magnus Financial Group
New York
$209K +$209K +1,659 New
ECM
317
Estabrook Capital Management
New York
$202K – – –
TRCT
318
Tower Research Capital (TRC)
New York
$197K -$1.03M -8,146 -84%
S
319
Seeyond
France
$187K +$187K +1,481 New
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$185K -$4.93K -39 -3%
SP
321
Symmetry Partners
Connecticut
$172K +$172K +1,364 New
WTB
322
Washington Trust Bank
Washington
$156K – – –
AIM
323
Advantage Investment Management
Iowa
$147K +$2.9K +23 +2%
PRC
324
Pearl River Capital
Michigan
$134K +$134K +1,059 New
SIAP
325
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$126K – – –
11 12
13
14 15