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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
351
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151K +$151K +1,000 New
BAM
352
Belpointe Asset Management
Nevada
$131K +$131K +870 New
RFC
353
Regions Financial Corp
Alabama
$127K +$24.8K +165 +24%
HNB
354
Huntington National Bank
Ohio
$122K +$2.85K +19 +2%
FHB
355
First Hawaiian Bank
Hawaii
$120K +$120K +799 New
CPH
356
C Partners Holding
Switzerland
$119K -$125K -829 -51%
CTC
357
Central Trust Company
Missouri
$118K -$15.7K -104 -12%
EMG
358
ETF Managers Group
New Jersey
$118K +$12.4K +82 +12%
IUHSA
359
Itau Unibanco Holding S.A.
Brazil
$115K +$115K +761 New
AAP
360
Arax Advisory Partners
Colorado
$108K -$4.22K -28 -4%
LS
361
Livforsakringsbolaget Skandia
Sweden
$105K -$75K -500 -42%
CLOS
362
Compagnie Lombard Odier SCmA
Switzerland
$100K – – –
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$86K -$3.3K -22 -4%
Acadian Asset Management
364
Acadian Asset Management
Massachusetts
$79K – – –
PCP
365
Proficio Capital Partners
Massachusetts
$78K – – –
QCG
366
Quadrant Capital Group
Ohio
$76K – – –
APA
367
American Portfolios Advisors
New York
$72K +$1.66K +11 +2%
RE
368
RBC Europe
United Kingdom
$67K – – –
PHK
369
Point72 Hong Kong
Hong Kong
$67K -$100K -670 -60%
IA
370
IFP Advisors
Florida
$62K -$2.25K -15 -3%
TNBTD
371
Trustmark National Bank Trust Department
Mississippi
$58K +$58K +382 New
FPS
372
Fieldpoint Private Securities
Connecticut
$56K – – –
WPA
373
West Paces Advisors
Georgia
$46.7K – – –
CB
374
Community Bank
New York
$45K – – –
BBHC
375
Brown Brothers Harriman & Co
New York
$44K -$1.07K -7 -2%
13 14
15
16 17