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IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
AllianceBernstein
Tennessee
$250M
3
CIP
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
Goldman Sachs
New York
$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
326
ETF Managers Group
New Jersey
$117K +$18.6K +148 +19%
Schroder Investment Management Group
327
Schroder Investment Management Group
United Kingdom
$113K +$3.1K +24,571 +3%
BAM
328
Belpointe Asset Management
Nevada
$110K – – –
FHB
329
First Hawaiian Bank
Hawaii
$106K +$5.65K +45 +6%
RFC
330
Regions Financial Corp
Alabama
$101K -$5.96K -47 -6%
CTC
331
Central Trust Company
Missouri
$99K – – –
HNB
332
Huntington National Bank
Ohio
$97K -$5.82K -46 -6%
Marshall Wace
333
Marshall Wace
United Kingdom
$95K -$3.47M -27,388 -97%
PAMU
334
Pictet Asset Management (UK)
United Kingdom
$93.1K +$18.6K +147,074 +25%
LS
335
Livforsakringsbolaget Skandia
Sweden
$88K – – –
AAP
336
Arax Advisory Partners
Colorado
$82K -$8.04K -64 -9%
IUHSA
337
Itau Unibanco Holding S.A.
Brazil
$76K -$18.2K -147 -19%
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$71K -$1.13K -9 -2%
Acadian Asset Management
339
Acadian Asset Management
Massachusetts
$67K – – –
DWA
340
Dougherty Wealth Advisers
Minnesota
$65K +$65K +473 New
QCG
341
Quadrant Capital Group
Ohio
$63K – – –
PCP
342
Proficio Capital Partners
Massachusetts
$62K -$3.92K -31 -6%
APA
343
American Portfolios Advisors
New York
$60.5K +$126 +1 +0.2%
RE
344
RBC Europe
United Kingdom
$56.2K – – –
MAM
345
Meeder Asset Management
Ohio
$53K +$53K +422 New
BAM
346
Bruderman Asset Management
New York
$52K +$52K +412 New
FPS
347
Fieldpoint Private Securities
Connecticut
$47K – – –
WPA
348
West Paces Advisors
Georgia
$39.1K – – –
CB
349
Community Bank
New York
$38K – – –
ST
350
Smithfield Trust
Pennsylvania
$35K -$174K -1,390 -83%
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