IEX icon

IDEX
IEX

Overview Fund Activity

425 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+7
Holders Change %
+1.67%
% of All Funds
9.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
134
Reduced
152
Closed
49
Calls
$15.9M
Puts
$7.01M
Net Calls
+$8.89M
Net Calls Change
+$7.58M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$89.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$35.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$55.7M
5
State Street
State Street
Massachusetts
$381M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$880M
2
Prudential Financial
Prudential Financial
New Jersey
$13.4M
3
HCM
Hahn Capital Management
California
$9.88M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
376
Camarda Financial Advisors
Florida
$36K +$3.01K +20 +9%
PCG
377
Private Capital Group
Connecticut
$32K -$4.06K -27 -11%
PA
378
Parallel Advisors
California
$31K +$11.1K +73 +56%
CAW
379
Cornerstone Advisors (Washington)
Washington
$28K +$11K +72 +65%
VEA
380
Virtus ETF Advisers
New York
$25K – – –
SIAS
381
Shine Investment Advisory Services
Colorado
$25K +$2.68K +18 +12%
CBOA
382
Commonwealth Bank of Australia
Australia
$24K – – –
Simplex Trading
383
Simplex Trading
Illinois
$23K +$23K +158 New
GAM
384
Gemmer Asset Management
California
$21K – – –
ST
385
Smithfield Trust
Pennsylvania
$20K -$23.1K -150 -54%
IWP
386
Icon Wealth Partners
Texas
$20K +$20K +130 New
PCM
387
Prelude Capital Management
New York
$19K +$11.3K +73 +146%
TL
388
TrueWealth LLC
Georgia
$16K – – –
VCM
389
Versant Capital Management
Arizona
$15K – – –
OC
390
Oakworth Capital
Alabama
$14K – – –
IAS
391
IMA Advisory Services
Colorado
$13K – – –
BCA
392
Berman Capital Advisors
Georgia
$13K +$9.86K +69 +314%
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$12K -$10.4K -71 -46%
KPW
394
Kore Private Wealth
New York
$12K +$6K +41 +100%
CHC
395
City Holding Co
West Virginia
$11K – – –
AIA
396
Alera Investment Advisors
Illinois
$11K – – –
GWM
397
Geneos Wealth Management
Colorado
$10K -$16.7K -115 -63%
SMFS
398
Squar Milner Financial Services
California
$10K +$10K +67 New
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$9K +$1.4K +9 +18%
OWA
400
One Wealth Advisors
California
$9K +$9K +62 New
14 15
16
17 18