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425 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 158 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $11.1M

14% more capital invested

Capital invested by funds: $11B → $12.6B (+$1.59B)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1% more ownership

Funds ownership: 95.86%96.87% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 426425 (-1)

12% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 158

Holders
425
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
44
Increased
139
Reduced
158
Closed
40
Calls
$18.5M
Puts
$11.1M
Net Calls
+$7.43M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
351
YorkBridge Wealth Partners
New York
$156K -$1.57K -10 -1%
DWA
352
Dougherty Wealth Advisers
Minnesota
$146K +$58.9K +375 +79%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$138K -$3.61K -23 -3%
QCG
354
Quadrant Capital Group
Ohio
$131K +$43.8K +279 +55%
RIA
355
Realta Investment Advisors
Delaware
$125K +$109K +694 +2,103%
LS
356
Livforsakringsbolaget Skandia
Sweden
$120K
MAM
357
Meeder Asset Management
Ohio
$120K +$32K +204 +41%
Lazard Asset Management
358
Lazard Asset Management
New York
$111K +$102K +649 New
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$109K -$628 -4 -0.6%
HNB
360
Huntington National Bank
Ohio
$105K -$471 -3 -0.5%
CTC
361
Central Trust Company
Missouri
$100K
Acadian Asset Management
362
Acadian Asset Management
Massachusetts
$91K
TCA
363
Tortoise Capital Advisors
Kansas
$90K +$79.2K +504 +2,520%
PCP
364
Proficio Capital Partners
Massachusetts
$86K +$1.89K +12 +2%
RE
365
RBC Europe
United Kingdom
$76.6K
FHA
366
First Horizon Advisors
Tennessee
$73K +$67.4K +429 New
FPS
367
Fieldpoint Private Securities
Connecticut
$65K
WPA
368
West Paces Advisors
Georgia
$53.4K
PG
369
Pendal Group
Australia
$47.2K +$43K +274 New
EIM
370
Essex Investment Management
Massachusetts
$45K
PA
371
Parallel Advisors
California
$44K +$8.17K +52 +25%
AAP
372
Arax Advisory Partners
Colorado
$44K +$40.4K +257 New
LC
373
Lindbrook Capital
California
$43K
BBHC
374
Brown Brothers Harriman & Co
New York
$43K +$942 +6 +2%
WTC
375
WhitTier Trust Company
Nevada
$42K