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IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
AllianceBernstein
Tennessee
$250M
3
CIP
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
Goldman Sachs
New York
$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
401
San Francisco Sentry Investment Group
California
$3K +$3K +20 New
PMFA
402
Plante Moran Financial Advisors
Michigan
$2K – – –
CFG
403
Citizens Financial Group
Rhode Island
$2K – – –
TFO
404
Tarbox Family Office
California
$2K – – –
BWM
405
BerganKDV Wealth Management
Minnesota
$2K – – –
VFA
406
Valeo Financial Advisors
Indiana
$2K – – –
BCA
407
Berman Capital Advisors
Georgia
$2K +$2K +22 New
GT
408
Glenmede Trust
Pennsylvania
$1.39K -$159 -1,257 -10%
QI
409
QS Investors
New York
$1K – – –
FHA
410
Flagship Harbor Advisors
Massachusetts
$1K – – –
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +4 New
FTI
412
Fiduciary Trust International
Massachusetts
$1K +$1K +5 New
PFO
413
Pathstone Family Office
New Jersey
$1K +$1K +6 New
CFGS
414
Concourse Financial Group Securities
Alabama
$1K +$1K +9 New
PWM
415
PRW Wealth Management
Massachusetts
$1K +$1K +12 New
AMCA
416
Arthur M. Cohen & Associates
Illinois
$214 – – –
TCP
417
ThornTree Capital Partners
Massachusetts
– -$24.8M -164,693 Closed
CPC
418
Cookson Peirce & Co
Pennsylvania
– -$16.8M -111,500 Closed
Renaissance Technologies
419
Renaissance Technologies
New York
– -$11.4M -75,525 Closed
CCA
420
Catalyst Capital Advisors
New York
– -$11.3M -75,000 Closed
Capital Fund Management (CFM)
421
Capital Fund Management (CFM)
France
– -$8.01M -53,135 Closed
FQ
422
First Quadrant
California
– -$5.61M -37,218 Closed
DBG
423
De Burlo Group
Massachusetts
– -$4.43M -29,400 Closed
Pacer Advisors
424
Pacer Advisors
Pennsylvania
– -$4M -26,555 Closed
GCP
425
GSA Capital Partners
United Kingdom
– -$3.36M -22,290 Closed
15 16
17
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