IEX icon

IDEX
IEX

Overview Fund Activity

394 hedge funds and large institutions have $9.75B invested in IDEX in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+38
Holders Change %
+10.67%
% of All Funds
8.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
69
Increased
125
Reduced
132
Closed
30
Calls
$5.64M
Puts
$3.5M
Net Calls
+$2.14M
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
BlackRock
New York
$969M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$73.8M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$23.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$864M
5
FQ
First Quadrant
California
$11.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$968M
2
NFA
Nationwide Fund Advisors
Ohio
$0
3
Capital International Investors
Capital International Investors
California
$59.5M
4
SAM
Southernsun Asset Management
Tennessee
$114M
5
Millennium Management
Millennium Management
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
351
Telemus Capital
Michigan
$23K +$23K +176 New
PSC
352
Prentiss Smith & Co
Vermont
$22K – – –
SWM
353
SeaCrest Wealth Management
New York
$22K +$22K +167 New
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
AIM
355
Advantage Investment Management
Iowa
$20K – – –
IWP
356
Icon Wealth Partners
Texas
$20K +$20K +152 New
GAM
357
Gemmer Asset Management
California
$19K – – –
PHK
358
Point72 Hong Kong
Hong Kong
$16K +$15.5K +117 +2,925%
SIAS
359
Shine Investment Advisory Services
Colorado
$15K – – –
CHC
360
City Holding Co
West Virginia
$14K – – –
PA
361
Parallel Advisors
California
$14K – – –
OC
362
Oakworth Capital
Alabama
$13K -$30.1K -215 -70%
WCBA
363
Weaver C. Barksdale & Associates
Tennessee
$13K – – –
VCM
364
Versant Capital Management
Arizona
$13K – – –
CAW
365
Cornerstone Advisors (Washington)
Washington
$11K -$543 -4 -5%
DCM
366
Delpha Capital Management
New York
$10K +$10K +75 New
MOS
367
MGO One Seven
Ohio
$10K +$10K +75 New
GWM
368
Geneos Wealth Management
Colorado
$9K – – –
TG
369
TLP Group
Illinois
$8K +$8K +63 New
SPI
370
Santori & Peters Inc
Pennsylvania
$8K +$8K +68 New
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$7K -$636 -5 -8%
EWM
372
Evercore Wealth Management
New York
$7K – – –
ACM
373
Armbruster Capital Management
New York
$6K – – –
IBOK
374
Independence Bank of Kentucky
Kentucky
$6K +$6K +45 New
CFD
375
Creative Financial Designs
Indiana
$5K – – –
13 14
15
16 17