IEX icon

IDEX
IEX

Overview Fund Activity

471 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 162 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
162
Reduced
171
Closed
35
Calls
$9.81M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.8M

Top Buyers

1
FPP
1
Findlay Park Partners
United Kingdom
$79.1M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$262M
3
BlackRock
3
BlackRock
New York
$1.15B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$238M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$54.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$431M
2
Invesco
2
Invesco
Georgia
$239M
3
Millennium Management
3
Millennium Management
New York
$54.7M
4
Capital International Investors
4
Capital International Investors
California
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
451
Balentine LLC
Georgia
$4K – – –
GWM
452
Geneos Wealth Management
Colorado
$3K -$6.86K -48 -70%
FHA
453
Flagship Harbor Advisors
Massachusetts
$3K – – –
PMFA
454
Plante Moran Financial Advisors
Michigan
$3K – – –
SFSIG
455
San Francisco Sentry Investment Group
California
$3K – – –
GFPC
456
Global Financial Private Client
Florida
$2.58K +$2.58K +15 New
RIA
457
Realta Investment Advisors
Delaware
$2K -$12.9K -90 -87%
VFA
458
Valeo Financial Advisors
Indiana
$2K – – –
PFBT
459
Parkside Financial Bank & Trust
Missouri
$2K +$2K +9 New
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +9 New
TPCW
461
TD Private Client Wealth
New York
$1.72K +$1.72K +10 New
GWS
462
Glassman Wealth Services
Virginia
$1K – – –
CFA
463
Carroll Financial Associates
North Carolina
$1K – – –
PWP
464
Personal Wealth Partners
Minnesota
$1K – – –
CI
465
CX Institutional
Indiana
$1K – – –
CA
466
CXI Advisors
Indiana
$1K +$1K +4 New
BAM
467
Bellevue Asset Management
Washington
$1K +$1K +5 New
WCM
468
Wealthcare Capital Management
Virginia
$1K +$1K +7 New
AA
469
Argent Advisors
Louisiana
$1K +$1K +9 New
GEA
470
Glen Eagle Advisors
New Jersey
$344 – – –
Capital International Investors
471
Capital International Investors
California
– -$38.6M -235,522 Closed
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
– -$21.3M -129,957 Closed
Lord, Abbett & Co
473
Lord, Abbett & Co
New Jersey
– -$20.7M -126,383 Closed
OAC
474
OMERS Administration Corp
Ontario, Canada
– -$4.24M -25,900 Closed
QT
475
Quantbot Technologies
New York
– -$3.04M -18,549 Closed
17 18
19
20 21