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IDEX
IEX

Overview Fund Activity

471 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 162 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
162
Reduced
171
Closed
35
Calls
$9.81M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.8M

Top Buyers

1
FPP
1
Findlay Park Partners
United Kingdom
$79.1M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$262M
3
BlackRock
3
BlackRock
New York
$1.15B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$238M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$54.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$431M
2
Invesco
2
Invesco
Georgia
$239M
3
Millennium Management
3
Millennium Management
New York
$54.7M
4
Capital International Investors
4
Capital International Investors
California
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
376
Municipal Employees' Retirement System of Michigan
Michigan
$182K – – –
HNB
377
Huntington National Bank
Ohio
$180K +$60.9K +355 +51%
Federated Hermes
378
Federated Hermes
Pennsylvania
$179K +$46.4K +270 +35%
TPWA
379
TRUE Private Wealth Advisors
Oregon
$174K +$174K +1,012 New
QI
380
QS Investors
New York
$171K +$23.1K +133 +16%
ARMT
381
Amica Retiree Medical Trust
Rhode Island
$170K – – –
BAM
382
Belpointe Asset Management
Nevada
$160K – – –
QCG
383
Quadrant Capital Group
Ohio
$142K +$12.3K +74 +9%
HH
384
HWG Holdings
Texas
$135K -$44.4K -257 -25%
LS
385
Livforsakringsbolaget Skandia
Sweden
$120K – – –
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$118K -$25.7K -149 -18%
MAM
387
Meeder Asset Management
Ohio
$117K -$4.14K -24 -3%
KPW
388
Kore Private Wealth
New York
$106K +$106K +618 New
CB
389
Community Bank
New York
$102K +$102K +591 New
CTC
390
Central Trust Company
Missouri
$93K – – –
Acadian Asset Management
391
Acadian Asset Management
Massachusetts
$91K – – –
SMFS
392
Squar Milner Financial Services
California
$90K +$90K +526 New
CIA
393
CSat Investment Advisory
Michigan
$86K +$38.9K +226 +82%
DWA
394
Dougherty Wealth Advisers
Minnesota
$81K – – –
PI
395
PEAK6 Investments
Illinois
$80K +$80K +468 New
FHA
396
First Horizon Advisors
Tennessee
$73K – – –
FC
397
FORA Capital
Florida
$71K +$71K +413 New
RE
398
RBC Europe
United Kingdom
$66.2K – – –
CCA
399
Column Capital Advisors
Indiana
$65K +$65K +378 New
IUHSA
400
Itau Unibanco Holding S.A.
Brazil
$58K +$58K +335 New
14 15
16
17 18