We are live on ! Find out more

473 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $2.67M

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

3% more funds holding

Funds holding: 458473 (+15)

4% more capital invested

Capital invested by funds: $12.3B → $12.8B (+$493M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1.18% less ownership

Funds ownership: 98.83%97.65% (-1.2%)

Holders
473
Holders Change
+15
Holders Change %
+3.28%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
60
Increased
163
Reduced
171
Closed
35
Calls
$9.8M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
451
Manchester Financial
California
$5K +$4.86K +30 New
TWA
452
TCI Wealth Advisors
Arizona
$4K -$1.29K -8 -28%
BL
453
Balentine LLC
Georgia
$4K
GWM
454
Geneos Wealth Management
Colorado
$3K -$7.77K -48 -70%
FHA
455
Flagship Harbor Advisors
Massachusetts
$3K
PMFA
456
Plante Moran Financial Advisors
Michigan
$3K
SFSIG
457
San Francisco Sentry Investment Group
California
$3K
GFPC
458
Global Financial Private Client
Florida
$2.58K +$2.43K +15 New
RIA
459
Realta Investment Advisors
Delaware
$2K -$14.6K -90 -87%
VFA
460
Valeo Financial Advisors
Indiana
$2K
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$2K +$1.46K +9 New
PFBT
462
Parkside Financial Bank & Trust
Missouri
$2K +$1.46K +9 New
TPCW
463
TD Private Client Wealth
New York
$1.72K +$1.62K +10 New
CFA
464
Carroll Financial Associates
North Carolina
$1K
CI
465
CX Institutional
Indiana
$1K
GWS
466
Glassman Wealth Services
Virginia
$1K
PWP
467
Personal Wealth Partners
Minnesota
$1K
CA
468
CXI Advisors
Indiana
$1K +$647 +4 New
BAM
469
Bellevue Asset Management
Washington
$1K +$809 +5 New
WCM
470
Wealthcare Capital Management
Virginia
$1K +$1.13K +7 New
AA
471
Argent Advisors
Louisiana
$1K +$1.46K +9 New
GEA
472
Glen Eagle Advisors
New Jersey
$344
Capital International Investors
473
Capital International Investors
California
-$38.6M -235,522 Closed
Balyasny Asset Management
474
Balyasny Asset Management
Illinois
-$21.3M -129,957 Closed
Lord, Abbett & Co
475
Lord, Abbett & Co
New Jersey
-$20.7M -126,383 Closed