407 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
50
Increased
137
Reduced
150
Closed
35
Calls
$11.7M
Puts
$13.3M
Net Calls
-$1.62M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Shares
Change %
FPS
351
Fieldpoint Private Securities
Connecticut
$53K
WPA
352
West Paces Advisors
Georgia
$44.2K
FANJ
353
Financial Architects (New Jersey)
New Jersey
$42K -$2.43K -17 -5%
PGA
354
Premia Global Advisors
Florida
$40K -$7.04K -50 -15%
PCG
355
Private Capital Group
Connecticut
$38K +$38K +270 New
BBHC
356
Brown Brothers Harriman & Co
New York
$36K -$8.44K -60 -19%
SWM
357
SeaCrest Wealth Management
New York
$36K +$12.3K +87 +52%
WTC
358
WhitTier Trust Company
Nevada
$35K
CFA
359
Camarda Financial Advisors
Florida
$31K
AIL
360
AGF Investments LLC
Ontario, Canada
$31K +$31K +234 New
LNB
361
Ledyard National Bank
$30K
OWA
362
One Wealth Advisors
California
$29K -$2.12K -15 -7%
RCAG
363
Rehmann Capital Advisory Group
Michigan
$29K +$29K +203 New
PSC
364
Prentiss Smith & Co
Vermont
$24K
VCM
365
Vigilant Capital Management
Maine
$24K +$24K +165 New
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$22K
CIP
367
Convergence Investment Partners
Florida
$21K +$21K +145 New
GAM
368
Gemmer Asset Management
California
$20K
SIAS
369
Shine Investment Advisory Services
Colorado
$20K +$4.34K +31 +28%
APP
370
Avantax Planning Partners
Iowa
$20K +$20K +139 New
JA
371
JOYN Advisors
Georgia
$19K +$19K +135 New
CBOA
372
Commonwealth Bank of Australia
Australia
$17K +$13.9K +100 +455%
TL
373
TrueWealth LLC
Georgia
$15K -$27.3K -195 -65%
CHC
374
City Holding Co
West Virginia
$15K
PA
375
Parallel Advisors
California
$15K