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473 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $2.67M

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

3% more funds holding

Funds holding: 458473 (+15)

4% more capital invested

Capital invested by funds: $12.3B → $12.8B (+$493M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1.18% less ownership

Funds ownership: 98.83%97.65% (-1.2%)

Holders
473
Holders Change
+15
Holders Change %
+3.28%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
60
Increased
163
Reduced
171
Closed
35
Calls
$9.8M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
401
Itau Unibanco Holding S.A.
Brazil
$58K +$54.2K +335 New
CFG
402
Citizens Financial Group
Rhode Island
$54K +$50.5K +312 New
Fidelity International
403
Fidelity International
Bermuda
$54K +$50.8K +314 New
WPA
404
West Paces Advisors
Georgia
$53.3K
PA
405
Parallel Advisors
California
$52K +$324 +2 +0.7%
EIM
406
Essex Investment Management
Massachusetts
$45K
LC
407
Lindbrook Capital
California
$44K -$1.94K -12 -5%
GRP
408
Global Retirement Partners
California
$44K
WTC
409
WhitTier Trust Company
Nevada
$42K
HR
410
Howe & Rusling
New York
$40K
GLI
411
Guardian Life Insurance
New York
$38K
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$37K
SIAS
413
Shine Investment Advisory Services
Colorado
$35K +$3.08K +19 +10%
OPS
414
Orion Portfolio Solutions
Nebraska
$34K +$32.4K +200 New
ACM
415
Allred Capital Management
Texas
$30.6K +$28.8K +178 New
PCG
416
Private Capital Group
Connecticut
$27K -$7.44K -46 -23%
GAM
417
Gemmer Asset Management
California
$24K
ST
418
Smithfield Trust
Pennsylvania
$22K
JSC
419
Jackson Square Capital
California
$22K +$20.7K +128 New
AAP
420
Arax Advisory Partners
Colorado
$21K -$23.8K -147 -55%
CFB
421
Cullen/Frost Bankers
Texas
$20K
AIM
422
AIA Investment Management
Singapore
$19K -$20.6K -127 -53%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$18K -$2.59K -16 -13%
TL
424
TrueWealth LLC
Georgia
$18K
SC
425
Steph & Co
Wisconsin
$17K +$16.3K +101 New