542 hedge funds and large institutions have $15B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+48
Holders Change %
+9.72%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
82
Increased
188
Reduced
181
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
326
Azzad Asset Management
Virginia
$643K +$18.1K +91 +3%
SWM
327
Segment Wealth Management
Texas
$642K
William Blair & Company
328
William Blair & Company
Illinois
$631K +$22.5K +113 +4%
SSA
329
Schonfeld Strategic Advisors
New York
$625K +$625K +3,134 New
TCA
330
Tortoise Capital Advisors
Kansas
$617K -$3.19K -16 -0.5%
SI
331
Sapience Investments
California
$616K -$1.61M -8,070 -72%
ARMT
332
Amica Retiree Medical Trust
Rhode Island
$614K
LPL Financial
333
LPL Financial
California
$611K +$109K +547 +22%
PC
334
Permanens Capital
New York
$608K +$279K +1,400 +85%
MOS
335
MGO One Seven
Ohio
$604K -$17.3K -87 -3%
MML Investors Services
336
MML Investors Services
Massachusetts
$597K +$42.2K +212 +8%
Stifel Financial
337
Stifel Financial
Missouri
$586K +$42.5K +213 +8%
DT
338
Diversified Trust
Tennessee
$578K -$134K -671 -19%
KeyBank National Association
339
KeyBank National Association
Ohio
$563K +$20.9K +105 +4%
Bank Julius Baer & Co
340
Bank Julius Baer & Co
Switzerland
$558K +$199 +1 +0%
GP
341
Geneva Partners
Wisconsin
$558K +$558K +2,800 New
IRF
342
IBM Retirement Fund
New York
$556K +$68.9K +346 +14%
AP
343
Advisor Partners
California
$550K -$3.98K -20 -0.7%
CI
344
Cigna Investments
Connecticut
$536K +$50.4K +253 +10%
AWM
345
Avior Wealth Management
Nebraska
$536K +$98.1K +493 +22%
BMM
346
Buffington Mohr McNeal
Idaho
$533K
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$524K +$209K +1,047 +66%
SP
348
Symmetry Partners
Connecticut
$520K
TAM
349
Tocqueville Asset Management
New York
$498K
GT
350
Glenview Trust
Kentucky
$493K