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IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
351
Commonwealth Equity Services
Massachusetts
$354K -$102K -557 -22%
FQ
352
First Quadrant
California
$353K -$118K -647 -25%
S
353
Seeyond
France
$352K +$6.93K +38 +2%
Nomura Holdings
354
Nomura Holdings
Japan
$342K +$58.4K +320 +21%
BCV
355
Banque Cantonale Vaudoise
Switzerland
$341K -$110K -600 -24%
CP
356
Covenant Partners
Tennessee
$333K +$25.3K +139 +8%
MS
357
Madden Securities
Texas
$333K +$333K +1,825 New
OFS
358
OneAscent Financial Services
Alabama
$328K +$71.1K +390 +28%
DTL
359
Dynamic Technology Lab
Singapore
$319K +$319K +1,749 New
WCM Investment Management
360
WCM Investment Management
California
$314K – – –
Janney Montgomery Scott
361
Janney Montgomery Scott
Pennsylvania
$313K -$5.53M -30,274 -95%
Robeco Institutional Asset Management
362
Robeco Institutional Asset Management
Netherlands
$312K -$276K -1,513 -47%
Mackenzie Financial
363
Mackenzie Financial
Ontario, Canada
$312K +$38.5K +211 +14%
AMCA
364
Arthur M. Cohen & Associates
Illinois
$310K – – –
GAM
365
Gotham Asset Management
New York
$310K +$310K +1,698 New
IG
366
ING Group
Netherlands
$305K +$305K +1,671 New
PC
367
Permanens Capital
New York
$301K +$31.9K +175 +12%
SCA
368
Snowden Capital Advisors
New York
$298K -$458K -2,510 -61%
FA
369
FDx Advisors
Illinois
$293K -$76.9K -421 -21%
ECM
370
Estabrook Capital Management
New York
$292K – – –
ASN
371
Advisory Services Network
Georgia
$291K +$732 +4 +0.3%
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$289K +$15.2K +83 +6%
VI
373
Vestcor Inc
New Brunswick, Canada
$285K -$9.47K -52 -3%
TI
374
Trexquant Investment
Connecticut
$285K +$285K +1,564 New
GIA
375
Gateway Investment Advisers
Ohio
$272K -$4.01K -22 -1%
13 14
15
16 17