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IDEX
IEX

Overview Fund Activity

488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$80.8M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$51.5M
3
BlackRock
BlackRock
New York
+$37.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$29.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$39M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$33.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
301
Northwestern Mutual Investment Management Company
Wisconsin
$548K +$140K +1,012 +34%
OR
302
Olympiad Research
Connecticut
$547K +$262K +1,897 +92%
HF
303
HRT Financial
New York
$538K -$255K -1,848 -32%
SWP
304
Stratos Wealth Partners
Ohio
$529K +$1.52K +11 +0.3%
Balyasny Asset Management
305
Balyasny Asset Management
Illinois
$519K +$519K +3,757 New
QSS
306
Quantitative Systematic Strategies
Florida
$518K +$518K +3,754 New
Mirae Asset Global Investments
307
Mirae Asset Global Investments
South Korea
$483K -$11.7K -85 -2%
FA
308
Fagan Associates
New York
$481K -$11.7K -85 -2%
BG
309
Bahl & Gaynor
Ohio
$481K +$481K +3,482 New
DT
310
Diversified Trust
Tennessee
$479K +$74.5K +540 +18%
MYIA
311
Mount Yale Investment Advisors
Colorado
$470K +$61.8K +447 +15%
BC
312
Bartlett & Co
Ohio
$470K +$470K +3,400 New
BCWM
313
Bartlett & Co Wealth Management
Ohio
$470K -$69.1K -500 -13%
MOS
314
MGO One Seven
Ohio
$468K -$32.8K -238 -7%
EGM
315
Engineers Gate Manager
New York
$467K +$467K +3,383 New
FMW
316
Farr Miller & Washington
District of Columbia
$464K +$690 +5 +0.1%
AI
317
Atria Investments
North Carolina
$461K +$202K +1,464 +78%
Daiwa Securities Group
318
Daiwa Securities Group
Japan
$458K +$20.7K +150 +5%
VanEck Associates
319
VanEck Associates
New York
$458K +$42.3K +306 +10%
WAM
320
World Asset Management
Michigan
$449K -$264K -1,911 -37%
SWM
321
Segment Wealth Management
Texas
$445K – – –
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$442K -$55.3K -400 -11%
ARMT
323
Amica Retiree Medical Trust
Rhode Island
$426K +$289K +2,093 +211%
BC
324
Brinker Capital
Pennsylvania
$414K +$217K +1,572 +111%
MCCP
325
Mission Creek Capital Partners
California
$394K -$27.6K -200 -7%
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