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IDEX
IEX

Overview Fund Activity

425 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+7
Holders Change %
+1.67%
% of All Funds
9.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
134
Reduced
152
Closed
49
Calls
$15.9M
Puts
$7.01M
Net Calls
+$8.89M
Net Calls Change
+$7.58M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$89.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$35.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$55.7M
5
State Street
State Street
Massachusetts
$381M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$880M
2
Prudential Financial
Prudential Financial
New Jersey
$13.4M
3
HCM
Hahn Capital Management
California
$9.88M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
326
Veritable
Delaware
$236K +$236K +1,557 New
BW
327
Bison Wealth
Georgia
$234K +$234K +1,541 New
SYBT
328
Stock Yards Bank & Trust
Kentucky
$231K +$231K +1,524 New
AP
329
Advisor Partners
California
$228K +$228K +1,504 New
CCM
330
Community Capital Management
Florida
$226K +$226K +1,492 New
S
331
Seeyond
France
$225K – – –
RJT
332
Raymond James Trust
Florida
$225K +$225K +1,484 New
WAM
333
Wallington Asset Management
Indiana
$212K +$212K +1,400 New
TA
334
Tiedemann Advisors
New York
$210K +$210K +1,380 New
SP
335
Symmetry Partners
Connecticut
$207K – – –
BAM
336
Blueshift Asset Management
New Jersey
$206K +$206K +1,357 New
QCM
337
Quest Capital Management
Texas
$201K +$201K +1,319 New
YIA
338
YHB Investment Advisors
Connecticut
$201K +$201K +1,325 New
LOAMS
339
Lombard Odier Asset Management (Switzerland)
Switzerland
$201K +$201K +1,325 New
American Century Companies
340
American Century Companies
Missouri
$201K +$201K +1,327 New
CCA
341
Checchi Capital Advisers
California
$200K +$200K +1,319 New
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$195K -$115K -762 -37%
WTB
343
Washington Trust Bank
Washington
$187K – – –
AIM
344
Advantage Investment Management
Iowa
$160K -$16.7K -110 -9%
EMG
345
ETF Managers Group
New Jersey
$154K +$12.6K +83 +9%
BAM
346
Belpointe Asset Management
Nevada
$141K +$8.96K +59 +7%
YWP
347
YorkBridge Wealth Partners
New York
$139K +$139K +915 New
Twin Tree Management
348
Twin Tree Management
Texas
$131K +$105K +694 +411%
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$130K +$97.8K +643 +303%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$125K -$97.6K -642 -44%
12 13
14
15 16