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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 %
VAIA
451
Virtus Alternative Investment Advisers
Connecticut
$13K -$12.1K -79 -48%
IA
452
IFP Advisors
Florida
$13K +$321 +2 +3%
TPCW
453
TD Private Client Wealth
New York
$12.3K +$5.37K +34 +77%
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$12K +$11.7K +75 +3,750%
CHC
455
City Holding Co
West Virginia
$11K – – –
EIM
456
Essex Investment Management
Massachusetts
$10K -$31.9K -198 -76%
TFO
457
Tarbox Family Office
California
$9K – – –
SPIA
458
Steward Partners Investment Advisory
New York
$9K – – –
CI
459
CX Institutional
Indiana
$8K +$1.92K +12 +32%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$8K +$4.74K +29 +145%
AWM
461
Apollon Wealth Management
South Carolina
$8K +$8K +51 New
BWM
462
BerganKDV Wealth Management
Minnesota
$7K -$3.2K -21 -31%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$7K -$2.74K -18 -28%
DAM
464
Delta Asset Management
Tennessee
$7K -$1.71K -11 -20%
SLF
465
Sun Life Financial
Ontario, Canada
$7K – – –
BL
466
Balentine LLC
Georgia
$7K +$913 +6 +15%
CFGS
467
Concourse Financial Group Securities
Alabama
$7K +$1.59K +10 +29%
OCM
468
Ovata Capital Management
Hong Kong
$7K +$7K +44 New
EARNEST Partners
469
EARNEST Partners
Georgia
$6K – – –
VNA
470
Valley National Advisers
Pennsylvania
$6K – – –
VCM
471
Versant Capital Management
Arizona
$6K – – –
CFD
472
Creative Financial Designs
Indiana
$6K +$6K +40 New
BBHC
473
Brown Brothers Harriman & Co
New York
$5K – – –
MF
474
Manchester Financial
California
$5K – – –
PWMG
475
Prestige Wealth Management Group
New Jersey
$4K – – –
17 18
19
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