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IDEX
IEX

Overview Fund Activity

488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$80.8M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$51.5M
3
BlackRock
BlackRock
New York
+$37.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$29.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$39M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$33.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
326
KeyBank National Association
Ohio
$383K +$11.9K +86 +3%
AP
327
Advisor Partners
California
$379K +$13K +94 +4%
BMM
328
Buffington Mohr McNeal
Idaho
$369K – – –
IMRF
329
Illinois Municipal Retirement Fund
Illinois
$366K -$62.3K -451 -15%
TCA
330
Tortoise Capital Advisors
Kansas
$360K -$130K -938 -26%
MML Investors Services
331
MML Investors Services
Massachusetts
$357K +$12.3K +89 +4%
CC
332
Cipher Capital
New York
$350K +$350K +2,532 New
TAM
333
Tocqueville Asset Management
New York
$345K – – –
GT
334
Glenview Trust
Kentucky
$342K – – –
William Blair & Company
335
William Blair & Company
Illinois
$337K -$1.11K -8 -0.3%
Commonwealth Equity Services
336
Commonwealth Equity Services
Massachusetts
$336K -$21.1K -153 -6%
CBT
337
Capital Bank & Trust
California
$326K -$56K -405 -15%
SF
338
Synovus Financial
Georgia
$326K +$86.9K +627 +36%
KRSITF
339
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$318K +$69.5K +504 +28%
PHS
340
Pekin Hardy Strauss
Illinois
$311K – – –
YMRC
341
Yorktown Management & Research Company
Virginia
$304K +$96.7K +700 +47%
FA
342
FDx Advisors
Illinois
$301K -$162K -1,177 -35%
Two Sigma Advisers
343
Two Sigma Advisers
New York
$301K +$301K +2,183 New
ASN
344
Advisory Services Network
Georgia
$289K +$20.9K +151 +8%
LIA
345
LS Investment Advisors
Michigan
$287K -$123K -891 -30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
346
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$282K +$282K +2,043 New
CA
347
Centerpoint Advisors
Massachusetts
$276K – – –
GIA
348
Gateway Investment Advisers
Ohio
$275K -$11.5M -83,558 -98%
HH
349
Hilltop Holdings
Texas
$274K -$258K -1,871 -49%
SG Americas Securities
350
SG Americas Securities
New York
$272K -$3.65M -26,417 -93%
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