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425 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 158 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $11.1M

14% more capital invested

Capital invested by funds: $11B → $12.6B (+$1.59B)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1% more ownership

Funds ownership: 95.86%96.87% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 426425 (-1)

12% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 158

Holders
425
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
44
Increased
139
Reduced
158
Closed
40
Calls
$18.5M
Puts
$11.1M
Net Calls
+$7.43M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$100M -$1.29M -8,243 -1%
Bessemer Group
27
Bessemer Group
New Jersey
$97.6M +$32.4K +206 +0%
BAMCO Inc
28
BAMCO Inc
New York
$88.5M -$19.8K -126 -0%
Bank of America
29
Bank of America
North Carolina
$87.3M +$12.6M +80,002 +19%
Barclays
30
Barclays
United Kingdom
$83.4M -$8.8M -56,016 -10%
GF
31
Gabelli Funds
New York
$80M -$3.38M -21,500 -4%
SCM
32
Snyder Capital Management
California
$78.9M -$5.52M -35,126 -7%
GI
33
GAMCO Investors
Connecticut
$71.7M -$3.95M -25,147 -6%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$64.9M +$1.65M +10,506 +3%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$63.3M +$20.4M +130,169 +55%
OTPPB
36
Ontario Teachers' Pension Plan Board
Ontario, Canada
$62.8M +$28.3M +179,980 +98%
Franklin Resources
37
Franklin Resources
California
$62.7M +$3.05M +19,400 +6%
Allianz Asset Management
38
Allianz Asset Management
Germany
$62.6M +$512K +3,262 +0.9%
Charles Schwab
39
Charles Schwab
California
$60.6M +$1.76M +11,218 +3%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$60.6M +$718K +4,572 +1%
Legal & General Group
41
Legal & General Group
United Kingdom
$59.5M +$12.3M +78,453 +29%
Brown Advisory
42
Brown Advisory
Maryland
$57.4M -$157K -997 -0.3%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56M -$75.2K -479 -0.1%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$55.8M +$14.6M +93,031 +40%
MPIA
45
Mountain Pacific Investment Advisers
Idaho
$50.5M -$17.1K -109 -0%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$49.7M -$166K -1,059 -0.4%
UBS AM
47
UBS AM
Illinois
$48.4M +$8.1M +51,560 +22%
Ameriprise
48
Ameriprise
Minnesota
$47.2M +$3.12M +19,849 +8%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$46.8M -$2.97M -18,931 -7%
PAM
50
Panagora Asset Management
Massachusetts
$43.6M -$1.35M -8,611 -3%