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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
426
QS Investors
New York
$1K – – –
DWM
427
Destination Wealth Management
California
$1K +$1K +8 New
AMCA
428
Arthur M. Cohen & Associates
Illinois
$256 – – –
Artisan Partners
429
Artisan Partners
Wisconsin
– -$19.8M -144,717 Closed
WG
430
Winton Group
United Kingdom
– -$9.87M -72,334 Closed
OAC
431
OMERS Administration Corp
Ontario, Canada
– -$5.91M -43,300 Closed
Envestnet Asset Management
432
Envestnet Asset Management
Illinois
– -$2.62M -19,156 Closed
BA
433
Bridgewater Associates
Connecticut
– -$1.44M -10,518 Closed
HMS
434
Hanseatic Management Services
New Mexico
– -$955K -6,994 Closed
D.E. Shaw & Co
435
D.E. Shaw & Co
New York
– -$711K -5,207 Closed
Mackenzie Financial
436
Mackenzie Financial
Ontario, Canada
– -$672K -4,923 Closed
N
437
Natixis
France
– -$510K -3,752 Closed
EMG
438
Ellington Management Group
Connecticut
– -$478K -3,500 Closed
BCM
439
Bayesian Capital Management
New York
– -$450K -3,300 Closed
FRM
440
Fox Run Management
Connecticut
– -$394K -2,889 Closed
WEC
441
Winslow Evans & Crocker
Massachusetts
– -$342K -2,500 Closed
SCC
442
Spring Creek Capital
Kansas
– -$317K -2,326 Closed
Walleye Trading
443
Walleye Trading
New York
– -$213K -1,559 Closed
BFM
444
Boothbay Fund Management
New York
– -$207K -1,519 Closed
Fuller & Thaler Asset Management
445
Fuller & Thaler Asset Management
California
– -$82K -600 Closed
NIT
446
NumerixS Investment Technologies
British Columbia, Canada
– -$81K -600 Closed
National Pension Service
447
National Pension Service
South Korea
– -$55K -403 Closed
FAM
448
Fred Alger Management
New York
– -$40K -291 Closed
TAM
449
Trust Asset Management
Texas
– -$25K -180 Closed
IWP
450
Icon Wealth Partners
Texas
– -$20K -148 Closed
15 16 17
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