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 %
BFEC
426
Benjamin F. Edwards & Company
Missouri
$10K -$2.34K -15 -19%
SLF
427
Sun Life Financial
Ontario, Canada
$10K +$10K +61 New
SFS
428
Sowell Financial Services
Arkansas
$10K +$10K +62 New
PCM
429
Penserra Capital Management
California
$9K -$18K -120 -67%
SPIA
430
Steward Partners Investment Advisory
New York
$9K
DAM
431
Delta Asset Management
Tennessee
$9K +$9K +56 New
VCM
432
Versant Capital Management
Arizona
$8K
RCAG
433
Rehmann Capital Advisory Group
Michigan
$7.54K
TFO
434
Tarbox Family Office
California
$7K
VNA
435
Valley National Advisers
Pennsylvania
$7K
S
436
SignatureFD
Georgia
$7K +$1.71K +10 +32%
CFGS
437
Concourse Financial Group Securities
Alabama
$6K -$706 -4 -11%
EARNEST Partners
438
EARNEST Partners
Georgia
$6K
Rockefeller Capital Management
439
Rockefeller Capital Management
New York
$5K -$11.8K -78 -70%
IFAM
440
Institutional & Family Asset Management
Colorado
$5K
TWA
441
TCI Wealth Advisors
Arizona
$5K +$1.38K +8 +38%
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$4K -$3.84K -24 -49%
BL
443
Balentine LLC
Georgia
$4K
PMFA
444
Plante Moran Financial Advisors
Michigan
$3K
SFSIG
445
San Francisco Sentry Investment Group
California
$3K
BWM
446
BerganKDV Wealth Management
Minnesota
$3K
VFA
447
Valeo Financial Advisors
Indiana
$2K -$154 -1 -7%
FHA
448
Flagship Harbor Advisors
Massachusetts
$2K
GT
449
Glenmede Trust
Pennsylvania
$1.19K +$7 +43 +0.6%
CI
450
CX Institutional
Indiana
$1K +$1K +4 New