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IDEX
IEX

Overview Fund Activity

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

Top Buyers

1
FPP
1
Findlay Park Partners
United Kingdom
$79.1M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$262M
3
BlackRock
3
BlackRock
New York
$1.15B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$238M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$54.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$431M
2
Invesco
2
Invesco
Georgia
$239M
3
Millennium Management
3
Millennium Management
New York
$54.7M
4
Capital International Investors
4
Capital International Investors
California
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
426
Rockefeller Capital Management
New York
$16K +$10.3K +59 +179%
VEA
427
Virtus ETF Advisers
New York
$15K – – –
IAS
428
IMA Advisory Services
Colorado
$15K – – –
BCA
429
Berman Capital Advisors
Georgia
$15K +$163 +1 +1%
IA
430
IFP Advisors
Florida
$12K -$686 -4 -5%
CHC
431
City Holding Co
West Virginia
$12K – – –
BWM
432
BerganKDV Wealth Management
Minnesota
$12K +$9.13K +51 +319%
BFEC
433
Benjamin F. Edwards & Company
Missouri
$11K – – –
SPIA
434
Steward Partners Investment Advisory
New York
$10K – – –
DAM
435
Delta Asset Management
Tennessee
$10K – – –
PCM
436
Penserra Capital Management
California
$10K +$476 +3 +5%
VAIA
437
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +55 New
TRCT
438
Tower Research Capital (TRC)
New York
$8K -$470K -2,703 -98%
SLF
439
Sun Life Financial
Ontario, Canada
$8K -$2.84K -16 -26%
SFS
440
Sowell Financial Services
Arkansas
$8K -$2.33K -14 -23%
VCM
441
Versant Capital Management
Arizona
$7K -$2.05K -12 -23%
TFO
442
Tarbox Family Office
California
$7K – – –
EARNEST Partners
443
EARNEST Partners
Georgia
$7K – – –
VNA
444
Valley National Advisers
Pennsylvania
$6K -$811 -5 -12%
CFGS
445
Concourse Financial Group Securities
Alabama
$6K – – –
ETC
446
Exchange Traded Concepts
Oklahoma
$6K +$6K +33 New
S
447
SignatureFD
Georgia
$5K -$1.61K -10 -24%
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$5K +$968 +6 +24%
MF
449
Manchester Financial
California
$5K +$5K +30 New
TWA
450
TCI Wealth Advisors
Arizona
$4K -$1.52K -8 -28%
16 17
18
19 20