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IDEX
IEX

Overview Fund Activity

425 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+7
Holders Change %
+1.67%
% of All Funds
9.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
134
Reduced
152
Closed
49
Calls
$15.9M
Puts
$7.01M
Net Calls
+$8.89M
Net Calls Change
+$7.58M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$89.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$35.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$55.7M
5
State Street
State Street
Massachusetts
$381M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$880M
2
Prudential Financial
Prudential Financial
New Jersey
$13.4M
3
HCM
Hahn Capital Management
California
$9.88M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$354K +$152 +1 +0%
DCM
302
Driehaus Capital Management
Illinois
$347K -$199K -1,309 -36%
UCFA
303
United Capital Financial Advisors
Texas
$347K -$151 -1 -0%
RM
304
Resource Management
Louisiana
$341K – – –
CI
305
Cigna Investments
Connecticut
$340K -$15.2K -100 -4%
BCM
306
BlueCrest Capital Management
Jersey
$333K +$333K +2,196 New
C
307
Cerebellum
California
$331K +$17.8K +117 +6%
VF
308
Virtu Financial
New York
$330K +$330K +2,175 New
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$327K -$818K -5,394 -71%
CA
310
Centerpoint Advisors
Massachusetts
$324K – – –
N
311
Natixis
France
$322K +$322K +2,128 New
GCP
312
GSA Capital Partners
United Kingdom
$310K +$310K +2,041 New
LPL Financial
313
LPL Financial
California
$309K +$309K +2,038 New
DT
314
Diversified Trust
Tennessee
$298K +$20.2K +133 +7%
ONB
315
Old National Bancorp
Indiana
$285K +$285K +1,880 New
PHK
316
Point72 Hong Kong
Hong Kong
$284K +$284K +1,874 New
MCM
317
McKinley Capital Management
Alaska
$278K – – –
ASN
318
Advisory Services Network
Georgia
$266K -$18.4K -121 -6%
AMCA
319
Arthur M. Cohen & Associates
Illinois
$260K – – –
CNBT
320
Canandaigua National Bank & Trust
New York
$255K +$255K +1,681 New
MFG
321
Magnus Financial Group
New York
$252K – – –
NFG
322
Next Financial Group
Texas
$252K +$226K +1,490 +876%
NFH
323
NEXT Financial Holdings
Texas
$252K +$252K +1,660 New
APA
324
American Portfolios Advisors
New York
$244K +$172K +1,132 +236%
ECM
325
Estabrook Capital Management
New York
$243K – – –
11 12
13
14 15