418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
376
IFP Advisors
Florida
$15K -$38.1K -297 -72%
CAW
377
Cornerstone Advisors (Washington)
Washington
$14K -$1.14K -9 -8%
TL
378
TrueWealth LLC
Georgia
$14K
ER
379
Enlightenment Research
Florida
$13K +$13K +100 New
OC
380
Oakworth Capital
Alabama
$12K
VCM
381
Versant Capital Management
Arizona
$12K
IAS
382
IMA Advisory Services
Colorado
$11K
CHC
383
City Holding Co
West Virginia
$9K
AIA
384
Alera Investment Advisors
Illinois
$9K +$9K +74 New
MOS
385
MGO One Seven
Ohio
$9K +$9K +75 New
AAMU
386
Amundi Asset Management US
Massachusetts
$8.7K -$221 -1,752 -2%
IBOK
387
Independence Bank of Kentucky
Kentucky
$8K
PWMG
388
Prestige Wealth Management Group
New Jersey
$7K +$7K +54 New
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$6K -$6.86K -56 -53%
RWA
390
River Wealth Advisors
Pennsylvania
$6K
PCM
391
Prelude Capital Management
New York
$6K +$6K +50 New
VNA
392
Valley National Advisers
Pennsylvania
$5K
EARNEST Partners
393
EARNEST Partners
Georgia
$5K
KPW
394
Kore Private Wealth
New York
$5K +$5K +41 New
AIC
395
Ameritas Investment Company
Nebraska
$5K +$5K +43 New
S
396
SignatureFD
Georgia
$4K -$3.36K -26 -46%
FPFS
397
First Personal Financial Services
North Carolina
$4K
TCA
398
Tortoise Capital Advisors
Kansas
$3K
CCM
399
Cribstone Capital Management
Maine
$3K
TWA
400
TCI Wealth Advisors
Arizona
$3K