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IDEX
IEX

Overview Fund Activity

394 hedge funds and large institutions have $9.75B invested in IDEX in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+38
Holders Change %
+10.67%
% of All Funds
8.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
69
Increased
125
Reduced
132
Closed
30
Calls
$5.64M
Puts
$3.5M
Net Calls
+$2.14M
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
BlackRock
New York
$969M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$73.8M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$23.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$864M
5
FQ
First Quadrant
California
$11.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$968M
2
NFA
Nationwide Fund Advisors
Ohio
$0
3
Capital International Investors
Capital International Investors
California
$59.5M
4
SAM
Southernsun Asset Management
Tennessee
$114M
5
Millennium Management
Millennium Management
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
326
IHT Wealth Management
Illinois
$71K – – –
Acadian Asset Management
327
Acadian Asset Management
Massachusetts
$70K – – –
AAP
328
Arax Advisory Partners
Colorado
$69K +$1.57K +12 +2%
II
329
Inspire Investing
Idaho
$68K +$68K +512 New
RE
330
RBC Europe
United Kingdom
$66K -$20.3K -154 -24%
PCP
331
Proficio Capital Partners
Massachusetts
$65K – – –
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$63K +$63K +475 New
QCG
333
Quadrant Capital Group
Ohio
$58K – – –
TRCT
334
Tower Research Capital (TRC)
New York
$58K +$42.2K +315 +267%
STA
335
Summit Trail Advisors
New York
$56K +$56K +415 New
Fuller & Thaler Asset Management
336
Fuller & Thaler Asset Management
California
$53K – – –
FPS
337
Fieldpoint Private Securities
Connecticut
$49K – – –
PGA
338
Premia Global Advisors
Florida
$44K +$44K +334 New
BBHC
339
Brown Brothers Harriman & Co
New York
$42K +$9.3K +70 +28%
FANJ
340
Financial Architects (New Jersey)
New Jersey
$41K -$6.59K -50 -14%
WPA
341
West Paces Advisors
Georgia
$40.9K -$6.6K -50 -14%
TL
342
TrueWealth LLC
Georgia
$40K +$40K +302 New
C
343
Cerebellum
California
$36K +$36K +276 New
WTC
344
WhitTier Trust Company
Nevada
$32K – – –
CFA
345
Camarda Financial Advisors
Florida
$29K – – –
OWA
346
One Wealth Advisors
California
$29K +$29K +220 New
APA
347
American Portfolios Advisors
New York
$28.8K +$28.8K +218 New
LNB
348
Ledyard National Bank
$28K – – –
FAM
349
Fred Alger Management
New York
$25K +$25K +191 New
WAM
350
Wolverine Asset Management
Illinois
$24K +$24K +187 New
12 13
14
15 16