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IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
326
Symmetry Partners
Connecticut
$476K +$227K +1,246 +91%
CFB
327
Cullen/Frost Bankers
Texas
$472K – – –
GCP
328
GSA Capital Partners
United Kingdom
$465K +$465K +2,548 New
LPL Financial
329
LPL Financial
California
$459K +$89K +488 +24%
TAM
330
Tocqueville Asset Management
New York
$456K – – –
GT
331
Glenview Trust
Kentucky
$452K – – –
IRF
332
IBM Retirement Fund
New York
$446K +$125K +687 +39%
CI
333
Cigna Investments
Connecticut
$444K -$124K -682 -22%
VIA
334
Vident Investment Advisory
Georgia
$439K +$36.5K +200 +9%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$427K +$46.3K +260 +12%
Marshall Wace
336
Marshall Wace
United Kingdom
$423K -$6.41M -35,100 -94%
SF
337
Synovus Financial
Georgia
$414K +$15.2K +83 +4%
PHS
338
Pekin Hardy Strauss
Illinois
$410K – – –
AII
339
AGF Investments Inc
Ontario, Canada
$406K +$406K +2,225 New
GT
340
Glenmede Trust
Pennsylvania
$405K +$50.1K +275 +14%
YMRC
341
Yorktown Management & Research Company
Virginia
$401K – – –
AWM
342
Avior Wealth Management
Nebraska
$401K +$104K +570 +35%
KFA
343
Krane Funds Advisors
New York
$394K -$43.5K -238 -10%
WAM
344
World Asset Management
Michigan
$391K -$5.3K -29 -1%
TRCT
345
Tower Research Capital (TRC)
New York
$390K +$155K +850 +66%
CBT
346
Capital Bank & Trust
California
$378K – – –
Tudor Investment Corp
347
Tudor Investment Corp
Connecticut
$378K +$96.1K +526 +34%
CA
348
Centerpoint Advisors
Massachusetts
$365K -$2.56K -14 -0.7%
KRSITF
349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$361K +$22.6K +124 +7%
UIM
350
USS Investment Management
United Kingdom
$360K – – –
12 13
14
15 16