410 hedge funds and large institutions have $10.1B invested in IDEX in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
9.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
45
Increased
143
Reduced
145
Closed
40
Calls
$14.6M
Puts
$18.2M
Net Calls
-$3.65M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
FANJ
351
Financial Architects (New Jersey)
New Jersey
$40K -$412 -3 -1%
BBHC
352
Brown Brothers Harriman & Co
New York
$40K +$5.41K +40 +16%
PCG
353
Private Capital Group
Connecticut
$33K -$3.82K -28 -10%
WTC
354
WhitTier Trust Company
Nevada
$33K
SWM
355
SeaCrest Wealth Management
New York
$32K -$2.3K -17 -7%
CFA
356
Camarda Financial Advisors
Florida
$30K
LNB
357
Ledyard National Bank
$29K
Rockefeller Capital Management
358
Rockefeller Capital Management
New York
$29K +$29K +212 New
OWA
359
One Wealth Advisors
California
$28K -$416 -3 -1%
EWM
360
Edge Wealth Management
New York
$27K +$27K +195 New
TAM
361
Trust Asset Management
Texas
$25K +$25K +180 New
PSC
362
Prentiss Smith & Co
Vermont
$23K
JA
363
JOYN Advisors
Georgia
$23K +$4.41K +32 +24%
RCAG
364
Rehmann Capital Advisory Group
Michigan
$21.8K -$5.87K -43 -21%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$21K
CBOA
366
Commonwealth Bank of Australia
Australia
$20K +$4.65K +37 +30%
IWP
367
Icon Wealth Partners
Texas
$20K +$20K +148 New
GAM
368
Gemmer Asset Management
California
$19K
PA
369
Parallel Advisors
California
$17K +$3.5K +27 +26%
CHC
370
City Holding Co
West Virginia
$15K
TL
371
TrueWealth LLC
Georgia
$15K
IBOK
372
Independence Bank of Kentucky
Kentucky
$14K
SIAS
373
Shine Investment Advisory Services
Colorado
$13K -$6.57K -48 -34%
OC
374
Oakworth Capital
Alabama
$13K
VCM
375
Versant Capital Management
Arizona
$13K