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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$88.9M -$575K -3,818 -0.6%
SCM
27
Snyder Capital Management
California
$81.4M -$7.5M -49,766 -8%
Barclays
28
Barclays
United Kingdom
$79.6M +$9.27M +61,537 +13%
GF
29
Gabelli Funds
New York
$75.7M -$2.17M -14,400 -3%
GI
30
GAMCO Investors
Connecticut
$69.8M -$5.36M -35,587 -7%
BAMCO Inc
31
BAMCO Inc
New York
$68.6M -$9.49K -63 -0%
CIP
32
Champlain Investment Partners
Vermont
$66.7M +$3.79M +25,125 +6%
Deutsche Bank
33
Deutsche Bank
Germany
$58.2M -$5.87M -38,937 -9%
Allianz Asset Management
34
Allianz Asset Management
Germany
$55.4M +$2.55M +16,930 +5%
SAM
35
Southernsun Asset Management
Tennessee
$54.3M -$32.4M -215,183 -37%
PAM
36
Panagora Asset Management
Massachusetts
$53M +$13.8M +91,413 +35%
Prudential Financial
37
Prudential Financial
New Jersey
$50.7M -$4.11M -27,250 -7%
Bank of America
38
Bank of America
North Carolina
$50.2M -$266K -1,764 -0.5%
Brown Advisory
39
Brown Advisory
Maryland
$49.3M -$4.45M -29,566 -8%
Morgan Stanley
40
Morgan Stanley
New York
$49.2M +$12.1M +80,558 +33%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$48.9M +$594K +3,945 +1%
Charles Schwab
42
Charles Schwab
California
$47M +$2.35M +15,581 +5%
CBT
43
Capital Bank & Trust
California
$45.1M -$912K -6,055 -2%
MPIA
44
Mountain Pacific Investment Advisers
Idaho
$43.6M -$1.55M -10,265 -3%
Franklin Resources
45
Franklin Resources
California
$39.9M +$10.2M +67,800 +34%
O
46
OppenheimerFunds
New York
$39M +$4.1M +27,213 +12%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$38.5M -$130K -860 -0.3%
Ameriprise
48
Ameriprise
Minnesota
$38M -$377K -2,505 -1%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$37.4M +$440K +2,920 +1%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$37.4M -$385K -2,554 -1%
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