457 hedge funds and large institutions have $12.3B invested in IDEX in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+34
Holders Change %
+8.04%
% of All Funds
10.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
73
Increased
150
Reduced
164
Closed
37
Calls
$15.2M
Puts
$13.9M
Net Calls
+$1.34M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
401
Lindbrook Capital
California
$44K +$1.99K +12 +5%
EIM
402
Essex Investment Management
Massachusetts
$43K
GRP
403
Global Retirement Partners
California
$42K +$42K +254 New
WTC
404
WhitTier Trust Company
Nevada
$40K
HR
405
Howe & Rusling
New York
$39K
AIM
406
AIA Investment Management
Singapore
$39K +$39K +239 New
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$37K
GLI
408
Guardian Life Insurance
New York
$36K +$36K +221 New
PCG
409
Private Capital Group
Connecticut
$33K -$6.15K -38 -16%
SIAS
410
Shine Investment Advisory Services
Colorado
$30K
GAM
411
Gemmer Asset Management
California
$23K
ST
412
Smithfield Trust
Pennsylvania
$21K
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$20K +$6.45K +39 +48%
CFB
414
Cullen/Frost Bankers
Texas
$19K -$12.2K -76 -39%
TL
415
TrueWealth LLC
Georgia
$18K
RIA
416
Realta Investment Advisors
Delaware
$16K -$95.8K -623 -86%
VEA
417
Virtus ETF Advisers
New York
$15K -$12.5K -75 -45%
FAM
418
Fred Alger Management
New York
$15K
OC
419
Oakworth Capital
Alabama
$15K
HFM
420
Harvest Fund Management
China
$15K +$15K +92 New
IAS
421
IMA Advisory Services
Colorado
$14K
BCA
422
Berman Capital Advisors
Georgia
$14K
IA
423
IFP Advisors
Florida
$12K +$12K +74 New
CHC
424
City Holding Co
West Virginia
$11K
GWM
425
Geneos Wealth Management
Colorado
$11K