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IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
401
Huntington National Bank
Ohio
$188K -$3.65K -20 -2%
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$187K -$7.12K -39 -4%
TPWA
403
TRUE Private Wealth Advisors
Oregon
$184K – – –
BAM
404
Belpointe Asset Management
Nevada
$166K +$182 +1 +0.1%
SFS
405
Sowell Financial Services
Arkansas
$145K – – –
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$142K +$128K +703 +913%
FC
407
FORA Capital
Florida
$137K +$137K +752 New
LS
408
Livforsakringsbolaget Skandia
Sweden
$128K – – –
CH
409
Canton Hathaway
Rhode Island
$125K +$125K +685 New
PA
410
Parallel Advisors
California
$119K -$41.7K -229 -26%
KC
411
Kepos Capital
New York
$115K +$115K +632 New
FBT
412
First Bank & Trust
South Dakota
$105K -$4.39K -24 -4%
QCG
413
Quadrant Capital Group
Ohio
$104K +$182 +1 +0.2%
Acadian Asset Management
414
Acadian Asset Management
Massachusetts
$96K – – –
DWA
415
Dougherty Wealth Advisers
Minnesota
$86K – – –
FHA
416
First Horizon Advisors
Tennessee
$84K +$6.17K +34 +8%
PCM
417
Prelude Capital Management
New York
$84K +$84K +459 New
CTC
418
Central Trust Company
Missouri
$81K – – –
CCA
419
Column Capital Advisors
Indiana
$69K – – –
FHC
420
First Horizon Corporation
Tennessee
$63K +$63K +348 New
WPA
421
West Paces Advisors
Georgia
$56.5K – – –
AIM
422
Anchor Investment Management
South Carolina
$48.7K – – –
RIM
423
Rampart Investment Management
Connecticut
$48K -$293K -1,600 -86%
ST
424
Smithfield Trust
Pennsylvania
$48K +$21.1K +115 +79%
T
425
TOBAM
France
$47K +$47K +257 New
15 16
17
18 19