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IDEX
IEX

Overview Fund Activity

495 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
10.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
63
Increased
164
Reduced
191
Closed
54
Calls
$10.9M
Puts
$11M
Net Calls
-$87K
Net Calls Change
-$3.3M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$138M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.6M
3
Invesco
3
Invesco
Georgia
$266M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$48.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$129M
2
BlackRock
2
BlackRock
New York
$1.06B
3
FPP
3
Findlay Park Partners
United Kingdom
$37.1M
4
CVA
4
Ceredex Value Advisors
Florida
$57.1M
5
MWNA
5
Marshall Wace North America
New York
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
301
Exchange Traded Concepts
Oklahoma
$586K -$59.5K -377 -9%
FA
302
Fagan Associates
New York
$550K – – –
MF
303
Magnetar Financial
Illinois
$544K +$544K +3,441 New
BCWM
304
Bartlett & Co Wealth Management
Ohio
$537K – – –
BC
305
Bartlett & Co
Ohio
$537K – – –
FHB
306
First Hawaiian Bank
Hawaii
$523K +$523K +3,308 New
FMW
307
Farr Miller & Washington
District of Columbia
$522K -$9.49K -60 -2%
Mirae Asset Global Investments
308
Mirae Asset Global Investments
South Korea
$519K -$32.3K -205 -6%
Robeco Institutional Asset Management
309
Robeco Institutional Asset Management
Netherlands
$510K -$1.08M -6,828 -68%
SWM
310
Segment Wealth Management
Texas
$509K – – –
LSERS
311
Louisiana State Employees Retirement System
Louisiana
$506K – – –
TCA
312
Tortoise Capital Advisors
Kansas
$505K +$93K +588 +23%
MOS
313
MGO One Seven
Ohio
$501K -$35.4K -224 -7%
CI
314
Cigna Investments
Connecticut
$492K -$424K -2,686 -46%
X
315
Xponance
Pennsylvania
$491K +$491K +3,104 New
ARMT
316
Amica Retiree Medical Trust
Rhode Island
$487K – – –
MML Investors Services
317
MML Investors Services
Massachusetts
$459K +$50.1K +317 +12%
Daiwa Securities Group
318
Daiwa Securities Group
Japan
$458K – – –
SSA
319
Schonfeld Strategic Advisors
New York
$457K +$457K +2,891 New
MCCP
320
Mission Creek Capital Partners
California
$451K +$158 +1 +0%
Bank Julius Baer & Co
321
Bank Julius Baer & Co
Switzerland
$443K +$253K +1,600 +133%
AP
322
Advisor Partners
California
$439K +$4.9K +31 +1%
KeyBank National Association
323
KeyBank National Association
Ohio
$432K -$7.12K -45 -2%
AGM
324
Alpine Global Management
New York
$426K +$426K +2,697 New
BMM
325
Buffington Mohr McNeal
Idaho
$423K – – –
11 12
13
14 15