IEX icon

IDEX
IEX

Overview Fund Activity

410 hedge funds and large institutions have $10.1B invested in IDEX in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
9.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
45
Increased
143
Reduced
145
Closed
40
Calls
$14.6M
Puts
$18.2M
Net Calls
-$3.65M
Net Calls Change
-$2.02M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.08B
2
Invesco
2
Invesco
Georgia
$108M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$942M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$213M
5
Deutsche Bank
5
Deutsche Bank
Germany
$58M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$478M
2
GC
2
Guggenheim Capital
Illinois
$1.97M
3
ACM
3
Atlanta Capital Management
Georgia
$411M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$276M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$81.1M -$15.6M -114,403 -16%
SCM
27
Snyder Capital Management
California
$80.5M -$3.16M -23,126 -4%
SAM
28
Southernsun Asset Management
Tennessee
$78.6M -$11.1M -81,653 -12%
GF
29
Gabelli Funds
New York
$70.5M -$1.16M -8,500 -2%
GI
30
GAMCO Investors
Connecticut
$68.1M -$2.73M -20,025 -4%
Barclays
31
Barclays
United Kingdom
$63.7M +$8.39M +61,504 +15%
BAMCO Inc
32
BAMCO Inc
New York
$62.2M -$7.1K -52 -0%
Deutsche Bank
33
Deutsche Bank
Germany
$58M +$13.7M +100,076 +31%
CIP
34
Champlain Investment Partners
Vermont
$57M +$3.31M +24,230 +6%
Capital International Investors
35
Capital International Investors
California
$49.6M – – –
Prudential Financial
36
Prudential Financial
New Jersey
$49.6M -$1.8M -13,180 -3%
Brown Advisory
37
Brown Advisory
Maryland
$48.7M +$302K +2,210 +0.6%
Allianz Asset Management
38
Allianz Asset Management
Germany
$47.8M -$1.41M -10,322 -3%
Bank of America
39
Bank of America
North Carolina
$45.7M -$3.8M -27,864 -8%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$43.7M +$92.1K +675 +0.2%
CBT
41
Capital Bank & Trust
California
$41.6M -$161K -1,178 -0.4%
MPIA
42
Mountain Pacific Investment Advisers
Idaho
$40.9M +$582K +4,261 +1%
Charles Schwab
43
Charles Schwab
California
$40.4M +$1.47M +10,763 +4%
First Trust Advisors
44
First Trust Advisors
Illinois
$40.2M +$3.9M +28,544 +11%
PAM
45
Panagora Asset Management
Massachusetts
$35.5M -$1.31M -9,633 -4%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$35M -$2.45M -17,975 -7%
Ameriprise
47
Ameriprise
Minnesota
$34.8M +$457K +3,349 +1%
Swiss National Bank
48
Swiss National Bank
Switzerland
$34.5M +$1.17M +8,600 +4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$34.2M -$4.34M -31,822 -11%
Morgan Stanley
50
Morgan Stanley
New York
$33.6M -$3.55M -26,012 -10%
1
2
3 4 5