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IDEX
IEX

Overview Fund Activity

495 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
10.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
63
Increased
164
Reduced
191
Closed
54
Calls
$10.9M
Puts
$11M
Net Calls
-$87K
Net Calls Change
-$3.3M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$138M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.6M
3
Invesco
3
Invesco
Georgia
$266M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$48.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$129M
2
BlackRock
2
BlackRock
New York
$1.06B
3
FPP
3
Findlay Park Partners
United Kingdom
$37.1M
4
CVA
4
Ceredex Value Advisors
Florida
$57.1M
5
MWNA
5
Marshall Wace North America
New York
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
426
West Paces Advisors
Georgia
$49K – – –
AIM
427
Anchor Investment Management
South Carolina
$42.2K – – –
WTC
428
WhitTier Trust Company
Nevada
$39K – – –
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$37K – – –
C
430
Cerebellum
California
$36K +$36K +276 New
S
431
SignatureFD
Georgia
$34K +$6.77K +43 +25%
LC
432
Lindbrook Capital
California
$31K +$1.87K +12 +6%
MAM
433
Meeder Asset Management
Ohio
$27K -$74.9K -477 -73%
SIAS
434
Shine Investment Advisory Services
Colorado
$24K -$7.59K -49 -24%
ST
435
Smithfield Trust
Pennsylvania
$23K +$2.52K +16 +12%
GAM
436
Gemmer Asset Management
California
$22K – – –
OPS
437
Orion Portfolio Solutions
Nebraska
$21K -$316 -2 -1%
PI
438
PineBridge Investments
New York
$21K +$21K +135 New
JSC
439
Jackson Square Capital
California
$20K – – –
AAP
440
Arax Advisory Partners
Colorado
$18K – – –
AIM
441
AIA Investment Management
Singapore
$18K – – –
BCA
442
Berman Capital Advisors
Georgia
$18K +$3.2K +21 +22%
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
TL
444
TrueWealth LLC
Georgia
$17K – – –
PCG
445
Private Capital Group
Connecticut
$17K +$464 +3 +3%
CAN
446
Cetera Advisor Networks
California
$17K +$17K +108 New
OC
447
Oakworth Capital
Alabama
$15K – – –
SC
448
Steph & Co
Wisconsin
$14K -$1.54K -10 -10%
IAS
449
IMA Advisory Services
Colorado
$14K – – –
PCM
450
Penserra Capital Management
California
$14K +$467 +3 +3%
16 17
18
19 20