IEX icon

IDEX
IEX

Overview Fund Activity

425 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+7
Holders Change %
+1.67%
% of All Funds
9.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
134
Reduced
152
Closed
49
Calls
$15.9M
Puts
$7.01M
Net Calls
+$8.89M
Net Calls Change
+$7.58M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$89.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$35.1M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$55.7M
5
State Street
State Street
Massachusetts
$381M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$880M
2
Prudential Financial
Prudential Financial
New Jersey
$13.4M
3
HCM
Hahn Capital Management
California
$9.88M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
451
Lourd Capital
California
– -$283K -2,242 Closed
Verition Fund Management
452
Verition Fund Management
Connecticut
– -$258K -2,044 Closed
P
453
Pitcairn
Pennsylvania
– -$209K -1,651 Closed
PRC
454
Pearl River Capital
Michigan
– -$134K -1,059 Closed
SIAP
455
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$126K -1,000 Closed
Marshall Wace
456
Marshall Wace
United Kingdom
– -$95K -749 Closed
CB
457
Community Bank
New York
– -$38K -300 Closed
MWA
458
Meridian Wealth Advisors
Texas
– -$35K -278 Closed
JA
459
JOYN Advisors
Georgia
– -$33K -265 Closed
LNB
460
Ledyard National Bank
– -$27K -211 Closed
QT
461
Quantamental Technologies
New York
– -$25K -200 Closed
CA
462
Claro Advisors
Massachusetts
– -$30K -198 Closed
IA
463
IFP Advisors
Florida
– -$15K -117 Closed
ER
464
Enlightenment Research
Florida
– -$13K -100 Closed
MOS
465
MGO One Seven
Ohio
– -$9K -75 Closed
IBOK
466
Independence Bank of Kentucky
Kentucky
– -$8K -60 Closed
PWMG
467
Prestige Wealth Management Group
New Jersey
– -$7K -54 Closed
RWA
468
River Wealth Advisors
Pennsylvania
– -$6K -50 Closed
AIC
469
Ameritas Investment Company
Nebraska
– -$5K -43 Closed
CFG
470
Citizens Financial Group
Rhode Island
– -$2K -17 Closed
PFO
471
Pathstone Family Office
New Jersey
– -$1K -6 Closed
QI
472
QS Investors
New York
– -$1K -6 Closed
FTI
473
Fiduciary Trust International
Massachusetts
– -$1K -5 Closed
15 16 17 18
19