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473 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $2.67M

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

3% more funds holding

Funds holding: 458473 (+15)

4% more capital invested

Capital invested by funds: $12.3B → $12.8B (+$493M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1.18% less ownership

Funds ownership: 98.83%97.65% (-1.2%)

Holders
473
Holders Change
+15
Holders Change %
+3.28%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
60
Increased
163
Reduced
171
Closed
35
Calls
$9.8M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
376
CI Investments Inc
Ontario, Canada
$194K +$4.37K +27 +2%
MERSOM
377
Municipal Employees' Retirement System of Michigan
Michigan
$182K
HNB
378
Huntington National Bank
Ohio
$180K +$57.4K +355 +51%
Federated Hermes
379
Federated Hermes
Pennsylvania
$179K +$43.7K +270 +35%
TPWA
380
TRUE Private Wealth Advisors
Oregon
$174K +$164K +1,012 New
QI
381
QS Investors
New York
$171K +$21.5K +133 +16%
ARMT
382
Amica Retiree Medical Trust
Rhode Island
$170K
BAM
383
Belpointe Asset Management
Nevada
$160K
QCG
384
Quadrant Capital Group
Ohio
$142K +$12K +74 +9%
HH
385
HWG Holdings
Texas
$135K -$41.6K -257 -25%
LS
386
Livforsakringsbolaget Skandia
Sweden
$120K
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$118K -$24.1K -149 -18%
MAM
388
Meeder Asset Management
Ohio
$117K -$3.88K -24 -3%
KPW
389
Kore Private Wealth
New York
$106K +$100K +618 New
CB
390
Community Bank
New York
$102K +$95.6K +591 New
CTC
391
Central Trust Company
Missouri
$93K
Acadian Asset Management
392
Acadian Asset Management
Massachusetts
$91K
SMFS
393
Squar Milner Financial Services
California
$90K +$85.1K +526 New
CIA
394
CSat Investment Advisory
Michigan
$86K +$36.6K +226 +82%
DWA
395
Dougherty Wealth Advisers
Minnesota
$81K
PI
396
PEAK6 Investments
Illinois
$80K +$75.7K +468 New
FHA
397
First Horizon Advisors
Tennessee
$73K
FC
398
FORA Capital
Florida
$71K +$66.8K +413 New
RE
399
RBC Europe
United Kingdom
$66.2K
CCA
400
Column Capital Advisors
Indiana
$65K +$61.2K +378 New