IEX icon

IDEX
IEX

Overview Fund Activity

356 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
8.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
135
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$491M
2
Millennium Management
2
Millennium Management
New York
$17.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.7M
4
O
4
OppenheimerFunds
New York
$17.5M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$35.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$938M
2
Primecap Management
2
Primecap Management
California
$96.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$178M
4
Capital International Investors
4
Capital International Investors
California
$86.1M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
326
Ledyard National Bank
$26K – – –
CG
327
Cutler Group
California
$22K -$23.4K -200 -52%
PSC
328
Prentiss Smith & Co
Vermont
$21K – – –
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$19K -$6.83K -55 -26%
AIM
330
Advantage Investment Management
Iowa
$19K – – –
GAM
331
Gemmer Asset Management
California
$17K – – –
SIAS
332
Shine Investment Advisory Services
Colorado
$14K – – –
TRCT
333
Tower Research Capital (TRC)
New York
$14K +$14K +118 New
ZB
334
Zions Bancorporation
Utah
$14K +$14K +119 New
PA
335
Parallel Advisors
California
$13K – – –
CHC
336
City Holding Co
West Virginia
$13K +$4.57K +38 +54%
WCBA
337
Weaver C. Barksdale & Associates
Tennessee
$12K -$625 -5 -5%
VCM
338
Versant Capital Management
Arizona
$12K -$466 -4 -4%
CAW
339
Cornerstone Advisors (Washington)
Washington
$10K – – –
GWM
340
Geneos Wealth Management
Colorado
$8K – – –
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.28K +11 +22%
EWM
342
Evercore Wealth Management
New York
$6K – – –
ACM
343
Armbruster Capital Management
New York
$5K – – –
CFD
344
Creative Financial Designs
Indiana
$5K – – –
SPIA
345
Steward Partners Investment Advisory
New York
$4K -$205 -2 -5%
TCA
346
Tortoise Capital Advisors
Kansas
$4K – – –
TWA
347
TCI Wealth Advisors
Arizona
$3K – – –
PMFA
348
Plante Moran Financial Advisors
Michigan
$2K -$21.7K -195 -92%
TFO
349
Tarbox Family Office
California
$2K – – –
DAM
350
Delta Asset Management
Tennessee
$2K +$2K +13 New
11 12 13
14
15