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IDEX
IEX

Overview Fund Activity

425 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+7
Holders Change %
+1.67%
% of All Funds
9.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
134
Reduced
152
Closed
49
Calls
$15.9M
Puts
$7.01M
Net Calls
+$8.89M
Net Calls Change
+$7.58M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$89.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$35.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$55.7M
5
State Street
State Street
Massachusetts
$381M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$880M
2
Prudential Financial
Prudential Financial
New Jersey
$13.4M
3
HCM
Hahn Capital Management
California
$9.88M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
401
Rehmann Capital Advisory Group
Michigan
$6.68K -$17K -112 -72%
HWA
402
Heritage Wealth Advisors
Virginia
$6.22K +$6.22K +41 New
VNA
403
Valley National Advisers
Pennsylvania
$6K – – –
EARNEST Partners
404
EARNEST Partners
Georgia
$6K – – –
PCMK
405
Paragon Capital Management (Kansas)
Kansas
$6K +$6K +41 New
SCM
406
Shelton Capital Management
Colorado
$5.4K -$30.2K -4,581 -85%
S
407
SignatureFD
Georgia
$5K – – –
FPFS
408
First Personal Financial Services
North Carolina
$5K – – –
CFGS
409
Concourse Financial Group Securities
Alabama
$5K +$3.85K +30 +333%
RIA
410
Realta Investment Advisors
Delaware
$5K +$5K +33 New
CCM
411
Cribstone Capital Management
Maine
$3K – – –
SFSIG
412
San Francisco Sentry Investment Group
California
$3K – – –
PMFA
413
Plante Moran Financial Advisors
Michigan
$3K – – –
TCA
414
Tortoise Capital Advisors
Kansas
$3K – – –
TWA
415
TCI Wealth Advisors
Arizona
$3K – – –
TFO
416
Tarbox Family Office
California
$3K – – –
LWA
417
Lenox Wealth Advisors
New York
$3K +$3K +19 New
BWM
418
BerganKDV Wealth Management
Minnesota
$2K – – –
VFA
419
Valeo Financial Advisors
Indiana
$2K – – –
FHA
420
Flagship Harbor Advisors
Massachusetts
$2K – – –
SL
421
Salomon & Ludwin
Virginia
$2K +$2K +11 New
GT
422
Glenmede Trust
Pennsylvania
$1.65K -$16 -108 -1%
PWM
423
PRW Wealth Management
Massachusetts
$1K – – –
FGAM
424
Financial Gravity Asset Management
Texas
$1K +$1K +3 New
AL
425
AJO LP
Pennsylvania
– -$8.47M -67,114 Closed
15 16
17
18 19