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IDEX
IEX

Overview Fund Activity

495 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
10.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
63
Increased
164
Reduced
191
Closed
54
Calls
$10.9M
Puts
$11M
Net Calls
-$87K
Net Calls Change
-$3.3M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$138M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.6M
3
Invesco
3
Invesco
Georgia
$266M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$48.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$129M
2
BlackRock
2
BlackRock
New York
$1.06B
3
FPP
3
Findlay Park Partners
United Kingdom
$37.1M
4
CVA
4
Ceredex Value Advisors
Florida
$57.1M
5
MWNA
5
Marshall Wace North America
New York
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
326
Stifel Financial
Missouri
$421K +$421K +2,666 New
AC
327
Athanor Capital
New York
$418K +$418K +2,645 New
CFB
328
Cullen/Frost Bankers
Texas
$409K +$409K +2,585 New
FQ
329
First Quadrant
California
$408K -$480K -3,036 -54%
SG Americas Securities
330
SG Americas Securities
New York
$397K +$86.1K +545 +28%
Teacher Retirement System of Texas
331
Teacher Retirement System of Texas
Texas
$395K -$276K -1,748 -41%
TAM
332
Tocqueville Asset Management
New York
$395K – – –
Commonwealth Equity Services
333
Commonwealth Equity Services
Massachusetts
$394K +$9.94K +63 +3%
GT
334
Glenview Trust
Kentucky
$391K – – –
BCV
335
Banque Cantonale Vaudoise
Switzerland
$390K +$157K +996 +68%
CIS
336
Capital International Sarl
California
$379K +$112K +710 +42%
KFA
337
Krane Funds Advisors
New York
$379K +$379K +2,396 New
EGM
338
Engineers Gate Manager
New York
$373K -$162K -1,025 -30%
PHS
339
Pekin Hardy Strauss
Illinois
$356K – – –
YMRC
340
Yorktown Management & Research Company
Virginia
$348K – – –
VIA
341
Vident Investment Advisory
Georgia
$348K +$348K +2,204 New
William Blair & Company
342
William Blair & Company
Illinois
$347K -$38.2K -242 -10%
SF
343
Synovus Financial
Georgia
$344K -$28.2K -178 -8%
WAM
344
World Asset Management
Michigan
$343K -$171K -1,084 -33%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$333K +$233K +1,493 +231%
CBT
346
Capital Bank & Trust
California
$328K -$45.1K -285 -12%
LPL Financial
347
LPL Financial
California
$321K +$39.5K +250 +14%
FA
348
FDx Advisors
Illinois
$320K -$24.6K -156 -7%
CA
349
Centerpoint Advisors
Massachusetts
$318K +$2.21K +14 +0.7%
CIA
350
CSat Investment Advisory
Michigan
$313K +$78.8K +499 +34%
12 13
14
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