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IDEX
IEX

Overview Fund Activity

394 hedge funds and large institutions have $9.75B invested in IDEX in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+38
Holders Change %
+10.67%
% of All Funds
8.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
69
Increased
125
Reduced
132
Closed
30
Calls
$5.64M
Puts
$3.5M
Net Calls
+$2.14M
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
BlackRock
New York
$969M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$73.8M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$23.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$864M
5
FQ
First Quadrant
California
$11.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$968M
2
NFA
Nationwide Fund Advisors
Ohio
$0
3
Capital International Investors
Capital International Investors
California
$59.5M
4
SAM
Southernsun Asset Management
Tennessee
$114M
5
Millennium Management
Millennium Management
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
376
Creative Financial Designs
Indiana
$5K – – –
EARNEST Partners
377
EARNEST Partners
Georgia
$5K +$5K +39 New
TCA
378
Tortoise Capital Advisors
Kansas
$4K – – –
AWA
379
Acorn Wealth Advisors
Michigan
$4K +$4K +28 New
FPFS
380
First Personal Financial Services
North Carolina
$4K +$4K +29 New
PWM
381
Paulson Wealth Management
Illinois
$4K +$4K +34 New
TWA
382
TCI Wealth Advisors
Arizona
$3K – – –
CCM
383
Cribstone Capital Management
Maine
$3K +$3K +23 New
DAM
384
Delta Asset Management
Tennessee
$2K – – –
TFO
385
Tarbox Family Office
California
$2K – – –
VFA
386
Valeo Financial Advisors
Indiana
$2K – – –
PMFA
387
Plante Moran Financial Advisors
Michigan
$2K – – –
RWA
388
Ropes Wealth Advisors
Massachusetts
$2K +$2K +17 New
CBOA
389
Commonwealth Bank of Australia
Australia
$2K +$2K +22 New
QI
390
QS Investors
New York
$1K – – –
CTA
391
Carillon Tower Advisers
Florida
$531 +$531 +4,023 New
FA
392
Fagan Associates
New York
$518 – – –
AMCA
393
Arthur M. Cohen & Associates
Illinois
$214 +$214 +1,700 New
NFA
394
Nationwide Fund Advisors
Ohio
– -$43.4M -357,087 Closed
Balyasny Asset Management
395
Balyasny Asset Management
Illinois
– -$8.27M -68,057 Closed
Credit Agricole
396
Credit Agricole
France
– -$6.69M -55,072 Closed
CANY
397
Caxton Associates (New York)
New York
– -$3.49M -28,750 Closed
HHC
398
Hutchin Hill Capital
New York
– -$1.13M -9,300 Closed
SM
399
Sciencast Management
New Jersey
– -$1.02M -7,970 Closed
PP
400
Paloma Partners
Connecticut
– -$923K -7,600 Closed
13 14 15
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