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IDEX
IEX

Overview Fund Activity

495 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
10.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
63
Increased
164
Reduced
191
Closed
54
Calls
$10.9M
Puts
$11M
Net Calls
-$87K
Net Calls Change
-$3.3M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$138M
2
Artisan Partners
Artisan Partners
Wisconsin
$88.6M
3
Invesco
Invesco
Georgia
$266M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$504M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$48.1M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$129M
2
BlackRock
BlackRock
New York
$1.06B
3
FPP
Findlay Park Partners
United Kingdom
$37.1M
4
CVA
Ceredex Value Advisors
Florida
$57.1M
5
MWNA
Marshall Wace North America
New York
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
376
Mackenzie Financial
Ontario, Canada
$237K +$5.7K +36 +2%
LNWWM
377
Laird Norton Wetherby Wealth Management
California
$237K +$237K +1,499 New
BW
378
Bison Wealth
Georgia
$235K +$1.11K +7 +0.5%
EDRH
379
Edmond de Rothschild Holding
Switzerland
$235K +$235K +1,487 New
PC
380
Permanens Capital
New York
$233K – – –
Voloridge Investment Management
381
Voloridge Investment Management
Florida
$232K +$232K +1,466 New
Cetera Investment Advisers
382
Cetera Investment Advisers
Illinois
$232K +$232K +1,469 New
RIM
383
Redpoint Investment Management
Australia
$231K – – –
HH
384
Hilltop Holdings
Texas
$229K -$85.5K -540 -27%
OFS
385
OneAscent Financial Services
Alabama
$223K +$223K +1,408 New
GT
386
Greenleaf Trust
Michigan
$223K +$223K +1,409 New
PAG
387
Private Advisor Group
New Jersey
$222K +$222K +1,408 New
WAM
388
Wallington Asset Management
Indiana
$221K +$221K +1,400 New
SP
389
Symmetry Partners
Connecticut
$216K +$216K +1,364 New
CCA
390
Checchi Capital Advisers
California
$208K +$208K +1,314 New
OMC
391
Old Mission Capital
Illinois
$208K +$208K +1,315 New
PTC
392
Petrus Trust Company
Texas
$207K +$207K +1,308 New
MHIC
393
Marble Harbor Investment Counsel
Massachusetts
$207K +$207K +1,311 New
Arrowstreet Capital
394
Arrowstreet Capital
Massachusetts
$205K +$205K +1,300 New
BBVA
395
Banco Bilbao Vizcaya Argentaria
Spain
$204K +$204K +1,292 New
TRCT
396
Tower Research Capital (TRC)
New York
$203K -$55.1K -348 -21%
RJT
397
Raymond James Trust
Florida
$203K +$203K +1,280 New
SYBT
398
Stock Yards Bank & Trust
Kentucky
$201K -$39.4K -250 -16%
RWB
399
RMR Wealth Builders
New Jersey
$200K +$200K +1,268 New
PA
400
Procyon Advisors
Connecticut
$199K +$316 +2 +0.2%
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16
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