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IDEX
IEX

Overview Fund Activity

488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$80.8M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$51.5M
3
BlackRock
BlackRock
New York
+$37.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$29.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$39M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$33.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
351
Everence Capital Management
Indiana
$262K – – –
LI
352
Leap Investments
Illinois
$249K +$249K +1,800 New
IRF
353
IBM Retirement Fund
New York
$247K +$247K +1,790 New
LPL Financial
354
LPL Financial
California
$246K -$8.15K -59 -3%
CIM
355
Contravisory Investment Management
Massachusetts
$245K +$2.77K +20 +1%
AA
356
ALPS Advisors
Colorado
$244K -$37.1K -269 -13%
AC
357
Aristides Capital
Kentucky
$244K +$244K +1,764 New
Pacer Advisors
358
Pacer Advisors
Pennsylvania
$242K +$9.77K +64 +4%
CNBT
359
Canandaigua National Bank & Trust
New York
$241K +$30.8K +223 +15%
WCM Investment Management
360
WCM Investment Management
California
$238K +$238K +1,723 New
CIS
361
Capital International Sarl
California
$233K -$220K -1,592 -49%
CP
362
Covenant Partners
Tennessee
$233K +$233K +1,688 New
VAS
363
Vestmark Advisory Solutions
Massachusetts
$227K +$227K +1,644 New
AMCA
364
Arthur M. Cohen & Associates
Illinois
$226K – – –
WKWM
365
Walter & Keenan Wealth Management
Indiana
$226K +$226K +1,700 New
VI
366
Vestcor Inc
New Brunswick, Canada
$225K +$42.8K +310 +24%
TRCT
367
Tower Research Capital (TRC)
New York
$225K +$219K +1,585 +3,446%
ONB
368
Old National Bancorp
Indiana
$221K -$1.1K -8 -0.5%
ECM
369
Estabrook Capital Management
New York
$221K – – –
SM
370
Sciencast Management
New Jersey
$218K +$218K +1,600 New
MFG
371
Magnus Financial Group
New York
$215K -$4.28K -31 -2%
SYBT
372
Stock Yards Bank & Trust
Kentucky
$210K – – –
PM
373
Parametrica Management
Hong Kong
$208K +$208K +1,508 New
EMG
374
Ellington Management Group
Connecticut
$207K +$207K +1,500 New
CIA
375
CSat Investment Advisory
Michigan
$205K +$136K +983 +197%
13 14
15
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