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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
OC
426
Oakworth Capital
Alabama
$16K
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
$16K +$9.55K +59 +179%
IAS
428
IMA Advisory Services
Colorado
$15K
VEA
429
Virtus ETF Advisers
New York
$15K
BCA
430
Berman Capital Advisors
Georgia
$15K +$162 +1 +1%
CT
431
Caldwell Trust
Florida
$14.6K +$13.8K +85 New
IA
432
IFP Advisors
Florida
$12K -$647 -4 -5%
CHC
433
City Holding Co
West Virginia
$12K
BWM
434
BerganKDV Wealth Management
Minnesota
$12K +$8.25K +51 +319%
BFEC
435
Benjamin F. Edwards & Company
Missouri
$11K
DAM
436
Delta Asset Management
Tennessee
$10K
SPIA
437
Steward Partners Investment Advisory
New York
$10K
PCM
438
Penserra Capital Management
California
$10K +$485 +3 +5%
VAIA
439
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.9K +55 New
TRCT
440
Tower Research Capital (TRC)
New York
$8K -$437K -2,703 -98%
SLF
441
Sun Life Financial
Ontario, Canada
$8K -$2.59K -16 -26%
SFS
442
Sowell Financial Services
Arkansas
$8K -$2.27K -14 -23%
VCM
443
Versant Capital Management
Arizona
$7K -$1.94K -12 -23%
EARNEST Partners
444
EARNEST Partners
Georgia
$7K
TFO
445
Tarbox Family Office
California
$7K
VNA
446
Valley National Advisers
Pennsylvania
$6K -$809 -5 -12%
CFGS
447
Concourse Financial Group Securities
Alabama
$6K
ETC
448
Exchange Traded Concepts
Oklahoma
$6K +$5.34K +33 New
S
449
SignatureFD
Georgia
$5K -$1.62K -10 -24%
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$5K +$971 +6 +24%