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IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
376
Edmond de Rothschild Holding
Switzerland
$271K – – –
CNC
377
Canandaigua National Corp
New York
$269K -$31.5K -173 -10%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$267K +$109K +597 +69%
RIM
379
Redpoint Investment Management
Australia
$266K – – –
BBVA
380
Banco Bilbao Vizcaya Argentaria
Spain
$261K +$26.2K +144 +11%
ONB
381
Old National Bancorp
Indiana
$260K -$29.2K -160 -10%
GT
382
Greenleaf Trust
Michigan
$260K +$2.56K +14 +1%
BW
383
Bison Wealth
Georgia
$257K -$14.2K -78 -5%
WAM
384
Wallington Asset Management
Indiana
$255K – – –
HH
385
Hilltop Holdings
Texas
$251K -$13.2K -72 -5%
MHIC
386
Marble Harbor Investment Counsel
Massachusetts
$239K – – –
Arrowstreet Capital
387
Arrowstreet Capital
Massachusetts
$237K – – –
TSS
388
Two Sigma Securities
New York
$234K +$234K +1,284 New
RJT
389
Raymond James Trust
Florida
$232K -$1.46K -8 -0.6%
SYBT
390
Stock Yards Bank & Trust
Kentucky
$232K – – –
RWB
391
RMR Wealth Builders
New Jersey
$231K – – –
APA
392
American Portfolios Advisors
New York
$229K +$13.1K +72 +6%
PA
393
Procyon Advisors
Connecticut
$228K -$1.82K -10 -0.8%
CCA
394
Checchi Capital Advisers
California
$215K -$25.2K -138 -11%
AIP
395
Ameritas Investment Partners
Nebraska
$211K -$15.7K -86 -7%
GD
396
Grandfield & Dodd
New York
$210K +$210K +1,162 New
CS
397
Comerica Securities
Michigan
$206K +$206K +1,130 New
HCM
398
Harvey Capital Management
Florida
$205K +$205K +1,125 New
NFG
399
Next Financial Group
Texas
$201K +$201K +1,100 New
IA
400
IndexIQ Advisors
New York
$199K +$79K +433 +66%
14 15
16
17 18