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IDEX
IEX

Overview Fund Activity

488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$80.8M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$51.5M
3
BlackRock
BlackRock
New York
+$37.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$29.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$39M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$33.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
426
Quantbot Technologies
New York
$34K +$34K +253 New
SIAS
427
Shine Investment Advisory Services
Colorado
$28K – – –
LC
428
Lindbrook Capital
California
$26K -$9.32K -67 -26%
CFG
429
Citizens Financial Group
Rhode Island
$25K -$18.1K -131 -42%
S
430
SignatureFD
Georgia
$24K +$19.7K +142 +458%
VAIA
431
Virtus Alternative Investment Advisers
Connecticut
$23K +$15.3K +109 +198%
OPS
432
Orion Portfolio Solutions
Nebraska
$19K -$9.15K -65 -33%
GAM
433
Gemmer Asset Management
California
$19K – – –
ST
434
Smithfield Trust
Pennsylvania
$18K – – –
JSC
435
Jackson Square Capital
California
$18K – – –
AAP
436
Arax Advisory Partners
Colorado
$16K -$690 -5 -4%
PCG
437
Private Capital Group
Connecticut
$15K -$7.15K -51 -32%
AIM
438
AIA Investment Management
Singapore
$15K – – –
TL
439
TrueWealth LLC
Georgia
$15K – – –
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
SC
441
Steph & Co
Wisconsin
$14K – – –
NIT
442
NumerixS Investment Technologies
British Columbia, Canada
$14K +$14K +100 New
OC
443
Oakworth Capital
Alabama
$13K – – –
BCA
444
Berman Capital Advisors
Georgia
$13K +$670 +5 +5%
PCM
445
Penserra Capital Management
California
$13K +$3.59K +24 +38%
VEA
446
Virtus ETF Advisers
New York
$12K -$273 -2 -2%
IAS
447
IMA Advisory Services
Colorado
$12K – – –
II
448
Inspire Investing
Idaho
$11K +$11K +79 New
CHC
449
City Holding Co
West Virginia
$10K – – –
IA
450
IFP Advisors
Florida
$10K +$1.14K +9 +13%
16 17
18
19 20