471 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 162 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
162
Reduced
171
Closed
35
Calls
$9.81M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
401
Citizens Financial Group
Rhode Island
$54K +$54K +312 New
Fidelity International
402
Fidelity International
Bermuda
$54K +$54K +314 New
WPA
403
West Paces Advisors
Georgia
$53.3K
PA
404
Parallel Advisors
California
$52K +$343 +2 +0.7%
EIM
405
Essex Investment Management
Massachusetts
$45K
LC
406
Lindbrook Capital
California
$44K -$2.08K -12 -5%
GRP
407
Global Retirement Partners
California
$44K
WTC
408
WhitTier Trust Company
Nevada
$42K
HR
409
Howe & Rusling
New York
$40K
GLI
410
Guardian Life Insurance
New York
$38K
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$37K
SIAS
412
Shine Investment Advisory Services
Colorado
$35K +$3.26K +19 +10%
OPS
413
Orion Portfolio Solutions
Nebraska
$34K +$34K +200 New
ACM
414
Allred Capital Management
Texas
$30.6K +$30.6K +178 New
PCG
415
Private Capital Group
Connecticut
$27K -$7.86K -46 -23%
GAM
416
Gemmer Asset Management
California
$24K
ST
417
Smithfield Trust
Pennsylvania
$22K
JSC
418
Jackson Square Capital
California
$22K +$22K +128 New
AAP
419
Arax Advisory Partners
Colorado
$21K -$25.5K -147 -55%
CFB
420
Cullen/Frost Bankers
Texas
$20K
AIM
421
AIA Investment Management
Singapore
$19K -$21.5K -127 -53%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$18K -$2.74K -16 -13%
TL
423
TrueWealth LLC
Georgia
$18K
SC
424
Steph & Co
Wisconsin
$17K +$17K +101 New
OC
425
Oakworth Capital
Alabama
$16K