407 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
50
Increased
137
Reduced
150
Closed
35
Calls
$11.7M
Puts
$13.3M
Net Calls
-$1.62M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
376
Independence Bank of Kentucky
Kentucky
$15K +$8.57K +60 +133%
FPFS
377
First Personal Financial Services
North Carolina
$15K +$11K +79 +272%
VCM
378
Versant Capital Management
Arizona
$14K -$277 -2 -2%
CAW
379
Cornerstone Advisors (Washington)
Washington
$13K +$1.68K +12 +15%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$13K +$4.97K +34 +62%
OC
381
Oakworth Capital
Alabama
$12K
S
382
SignatureFD
Georgia
$12K +$12K +83 New
MOS
383
MGO One Seven
Ohio
$11K
C
384
Cerebellum
California
$6K -$33.4K -234 -85%
EARNEST Partners
385
EARNEST Partners
Georgia
$6K
CFD
386
Creative Financial Designs
Indiana
$6K
ACM
387
Armbruster Capital Management
New York
$6K
VNA
388
Valley National Advisers
Pennsylvania
$6K +$6K +42 New
SPIA
389
Steward Partners Investment Advisory
New York
$5K
WF
390
WealthTrust Fairport
Ohio
$5K +$5K +35 New
TCA
391
Tortoise Capital Advisors
Kansas
$4K
AWA
392
Acorn Wealth Advisors
Michigan
$4K
MFBTD
393
MB Financial Bank - Trust Department
Illinois
$4K +$4K +30 New
PMFA
394
Plante Moran Financial Advisors
Michigan
$3K
TWA
395
TCI Wealth Advisors
Arizona
$3K
TFO
396
Tarbox Family Office
California
$3K
CCM
397
Cribstone Capital Management
Maine
$3K
WT
398
Whittier Trust
California
$3K +$3K +20 New
VFA
399
Valeo Financial Advisors
Indiana
$2K
RWA
400
Ropes Wealth Advisors
Massachusetts
$2K