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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Centerpoint Advisors
Massachusetts
$322K – – –
SCA
327
Secor Capital Advisors
New York
$314K +$314K +2,091 New
CG
328
Clinton Group
New York
$300K -$54.3K -361 -15%
ARTA
329
A.R.T. Advisors
New York
$291K +$291K +1,936 New
CI
330
Cigna Investments
Connecticut
$290K -$25.3K -200 -8%
MCM
331
McKinley Capital Management
Alaska
$289K -$19.6K -130 -6%
WAM
332
Wallington Asset Management
Indiana
$271K – – –
ST
333
Smithfield Trust
Pennsylvania
$252K – – –
AP
334
Advisor Partners
California
$249K +$1.51K +10 +0.6%
ECM
335
Estabrook Capital Management
New York
$241K -$22.6K -150 -9%
SYBT
336
Stock Yards Bank & Trust
Kentucky
$230K – – –
JT
337
Jump Trading
Illinois
$227K +$227K +1,508 New
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$226K -$18.9K -126 -8%
V
339
Veritable
Delaware
$226K -$2.87K -19 -1%
GIA
340
Gateway Investment Advisers
Ohio
$224K -$5.72K -38 -2%
CCA
341
Checchi Capital Advisers
California
$219K +$219K +1,452 New
PM
342
Parametrica Management
Hong Kong
$217K +$217K +1,442 New
BW
343
Bison Wealth
Georgia
$203K +$203K +1,348 New
AG
344
Advisor Group
Arizona
$202K +$43.1K +287 +27%
BC
345
Brinker Capital
Pennsylvania
$202K +$202K +1,344 New
LOAMS
346
Lombard Odier Asset Management (Switzerland)
Switzerland
$200K +$200K +1,325 New
WTB
347
Washington Trust Bank
Washington
$186K – – –
AIM
348
Advantage Investment Management
Iowa
$172K +$22.6K +150 +15%
TPWA
349
TRUE Private Wealth Advisors
Oregon
$170K +$170K +1,129 New
NIMI
350
Natixis Investment Managers International
France
$151K -$71.1K -472 -32%
12 13
14
15 16