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IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
AllianceBernstein
Tennessee
$250M
3
CIP
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
Goldman Sachs
New York
$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
351
Meridian Wealth Advisors
Texas
$35K +$35K +278 New
PCM
352
Penserra Capital Management
California
$35K +$35K +280 New
WTC
353
WhitTier Trust Company
Nevada
$34K +$3.15K +25 +10%
SWM
354
SeaCrest Wealth Management
New York
$33K +$3.31K +26 +11%
JA
355
JOYN Advisors
Georgia
$33K +$11.2K +90 +51%
EIM
356
Essex Investment Management
Massachusetts
$33K +$33K +260 New
LC
357
Lindbrook Capital
California
$32K +$32K +254 New
BBHC
358
Brown Brothers Harriman & Co
New York
$31K -$5.42K -43 -15%
FANJ
359
Financial Architects (New Jersey)
New Jersey
$31K – – –
PCG
360
Private Capital Group
Connecticut
$30K -$250 -2 -0.8%
CA
361
Claro Advisors
Massachusetts
$30K +$30K +198 New
CFA
362
Camarda Financial Advisors
Florida
$28K – – –
LNB
363
Ledyard National Bank
$27K – – –
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$27K – – –
QT
365
Quantamental Technologies
New York
$25K +$25K +200 New
GWM
366
Geneos Wealth Management
Colorado
$22K -$6.58K -55 -23%
Twin Tree Management
367
Twin Tree Management
Texas
$21K -$3.1M -24,972 -99%
VEA
368
Virtus ETF Advisers
New York
$21K +$21K +165 New
NFG
369
Next Financial Group
Texas
$21K +$21K +170 New
RCAG
370
Rehmann Capital Advisory Group
Michigan
$19.7K – – –
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
CBOA
372
Commonwealth Bank of Australia
Australia
$19K +$691 +6 +4%
SIAS
373
Shine Investment Advisory Services
Colorado
$19K +$6.97K +55 +58%
GAM
374
Gemmer Asset Management
California
$18K – – –
PA
375
Parallel Advisors
California
$16K – – –
13 14
15
16 17