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IDEX
IEX

Overview Fund Activity

425 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+7
Holders Change %
+1.67%
% of All Funds
9.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
134
Reduced
152
Closed
49
Calls
$15.9M
Puts
$7.01M
Net Calls
+$8.89M
Net Calls Change
+$7.58M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$89.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$35.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$55.7M
5
State Street
State Street
Massachusetts
$381M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$880M
2
Prudential Financial
Prudential Financial
New Jersey
$13.4M
3
HCM
Hahn Capital Management
California
$9.88M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
351
Regions Financial Corp
Alabama
$110K -$10.6K -70 -9%
LS
352
Livforsakringsbolaget Skandia
Sweden
$106K – – –
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$97K +$11K +72 +13%
HNB
354
Huntington National Bank
Ohio
$93K -$23.6K -155 -20%
CTC
355
Central Trust Company
Missouri
$90K -$28.7K -189 -24%
Acadian Asset Management
356
Acadian Asset Management
Massachusetts
$80K – – –
IUHSA
357
Itau Unibanco Holding S.A.
Brazil
$76K – – –
MAM
358
Meeder Asset Management
Ohio
$75K +$10.8K +71 +17%
PCP
359
Proficio Capital Partners
Massachusetts
$74K -$151 -1 -0.2%
FHB
360
First Hawaiian Bank
Hawaii
$72K -$54.6K -364 -43%
DWA
361
Dougherty Wealth Advisers
Minnesota
$72K – – –
QCG
362
Quadrant Capital Group
Ohio
$71K -$5.36K -38 -7%
RE
363
RBC Europe
United Kingdom
$67.5K – – –
BAM
364
Bruderman Asset Management
New York
$63K – – –
FPS
365
Fieldpoint Private Securities
Connecticut
$57K – – –
WPA
366
West Paces Advisors
Georgia
$47K – – –
EIM
367
Essex Investment Management
Massachusetts
$39K – – –
SWM
368
SeaCrest Wealth Management
New York
$39K – – –
PGA
369
Premia Global Advisors
Florida
$39K +$39K +261 New
LC
370
Lindbrook Capital
California
$38K – – –
WTC
371
WhitTier Trust Company
Nevada
$37K -$3.78K -25 -9%
FANJ
372
Financial Architects (New Jersey)
New Jersey
$37K -$303 -2 -0.8%
BBHC
373
Brown Brothers Harriman & Co
New York
$37K – – –
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$37K +$36.1K +165 +4,125%
PCM
375
Penserra Capital Management
California
$36K -$6.35K -42 -15%
13 14
15
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