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IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
AllianceBernstein
Tennessee
$250M
3
CIP
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
Goldman Sachs
New York
$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
451
J.P. Morgan Private Wealth Advisors
California
– -$339K -2,249 Closed
RJT
452
Raymond James Trust
Florida
– -$324K -2,151 Closed
SCA
453
Secor Capital Advisors
New York
– -$314K -2,091 Closed
WAM
454
Wallington Asset Management
Indiana
– -$271K -1,800 Closed
AP
455
Advisor Partners
California
– -$249K -1,651 Closed
SYBT
456
Stock Yards Bank & Trust
Kentucky
– -$230K -1,524 Closed
JT
457
Jump Trading
Illinois
– -$227K -1,508 Closed
V
458
Veritable
Delaware
– -$226K -1,499 Closed
CCA
459
Checchi Capital Advisers
California
– -$219K -1,452 Closed
PM
460
Parametrica Management
Hong Kong
– -$217K -1,442 Closed
BW
461
Bison Wealth
Georgia
– -$203K -1,348 Closed
BC
462
Brinker Capital
Pennsylvania
– -$202K -1,344 Closed
LOAMS
463
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$200K -1,325 Closed
TPWA
464
TRUE Private Wealth Advisors
Oregon
– -$170K -1,129 Closed
NIMI
465
Natixis Investment Managers International
France
– -$151K -1,003 Closed
CPH
466
C Partners Holding
Switzerland
– -$119K -787 Closed
CLOS
467
Compagnie Lombard Odier SCmA
Switzerland
– -$100K -667 Closed
PHK
468
Point72 Hong Kong
Hong Kong
– -$67K -448 Closed
TNBTD
469
Trustmark National Bank Trust Department
Mississippi
– -$58K -382 Closed
OWA
470
One Wealth Advisors
California
– -$30K -202 Closed
EWM
471
Edge Wealth Management
New York
– -$29K -195 Closed
PSC
472
Prentiss Smith & Co
Vermont
– -$26K -170 Closed
AA
473
Ancora Advisors
Ohio
– -$25K -168 Closed
WSTAM
474
Wilbanks Smith & Thomas Asset Management
Virginia
– -$24K -162 Closed
SPIA
475
Steward Partners Investment Advisory
New York
– -$9K -60 Closed
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