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IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
301
Farr Miller & Washington
District of Columbia
$633K +$30.8K +169 +5%
Jane Street
302
Jane Street
New York
$632K -$9.08M -49,808 -93%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$620K – – –
BC
304
Bartlett & Co
Ohio
$620K – – –
FHB
305
First Hawaiian Bank
Hawaii
$602K -$2.01K -11 -0.3%
Mirae Asset Global Investments
306
Mirae Asset Global Investments
South Korea
$588K -$12.4K -68 -2%
SWM
307
Segment Wealth Management
Texas
$588K – – –
AAM
308
Azzad Asset Management
Virginia
$573K +$573K +3,139 New
MOS
309
MGO One Seven
Ohio
$569K -$9.12K -50 -2%
TCA
310
Tortoise Capital Advisors
Kansas
$568K -$14.6K -80 -3%
CIA
311
CSat Investment Advisory
Michigan
$567K +$206K +1,129 +57%
ARMT
312
Amica Retiree Medical Trust
Rhode Island
$563K – – –
X
313
Xponance
Pennsylvania
$559K -$7.48K -41 -1%
William Blair & Company
314
William Blair & Company
Illinois
$557K +$156K +858 +39%
TI
315
Tidal Investments
Wisconsin
$532K +$213K +1,166 +67%
MC
316
Maverick Capital
Texas
$531K +$531K +2,913 New
MCCP
317
Mission Creek Capital Partners
California
$527K +$6.38K +35 +1%
Bank Julius Baer & Co
318
Bank Julius Baer & Co
Switzerland
$511K – – –
IECM
319
Intrinsic Edge Capital Management
Illinois
$511K +$511K +2,800 New
MML Investors Services
320
MML Investors Services
Massachusetts
$508K -$22.1K -121 -4%
CIS
321
Capital International Sarl
California
$508K +$71K +389 +16%
AP
322
Advisor Partners
California
$507K +$547 +3 +0.1%
Stifel Financial
323
Stifel Financial
Missouri
$497K +$11.1K +61 +2%
KeyBank National Association
324
KeyBank National Association
Ohio
$496K -$2.01K -11 -0.4%
BMM
325
Buffington Mohr McNeal
Idaho
$488K – – –
11 12
13
14 15