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
Primecap Management
26
Primecap Management
California
$100M -$413K -2,555 -0.4%
CAM
27
Congress Asset Management
Massachusetts
$99.7M +$95.8K +592 +0.1%
Legal & General Group
28
Legal & General Group
United Kingdom
$95.1M +$7M +43,244 +8%
Victory Capital Management
29
Victory Capital Management
Texas
$91.8M +$3.33M +20,566 +4%
BAMCO Inc
30
BAMCO Inc
New York
$88.3M +$208K +1,285 +0.3%
Charles Schwab
31
Charles Schwab
California
$87.4M +$1.6M +9,905 +2%
Bessemer Group
32
Bessemer Group
New Jersey
$85.2M -$5.51M -34,074 -6%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$80.1M +$9.74M +60,186 +15%
FPP
34
Findlay Park Partners
United Kingdom
$79.1M +$74.4M +460,000 New
GF
35
Gabelli Funds
New York
$71.3M -$5.97M -36,900 -8%
OTPPB
36
Ontario Teachers' Pension Plan Board
Ontario, Canada
$69.6M +$488K +3,013 +0.7%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$68.7M +$3.81M +23,563 +6%
Ameriprise
38
Ameriprise
Minnesota
$66.8M +$20.8M +128,800 +50%
SCM
39
Snyder Capital Management
California
$66M -$10M -61,962 -14%
Franklin Resources
40
Franklin Resources
California
$65.5M -$561K -3,464 -0.9%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$64.5M -$5.99K -37 -0%
GI
42
GAMCO Investors
Connecticut
$61.2M -$957K -5,916 -2%
Brown Advisory
43
Brown Advisory
Maryland
$60.8M +$466K +2,881 +0.8%
UBS AM
44
UBS AM
Illinois
$59.8M +$4.17M +25,759 +8%
Millennium Management
45
Millennium Management
New York
$54.7M -$43.8M -270,735 -46%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$54.3M +$31.5M +194,921 +161%
Allianz Asset Management
47
Allianz Asset Management
Germany
$54.3M -$5.9M -36,469 -10%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$51.1M -$3.76M -23,233 -7%
MPIA
49
Mountain Pacific Investment Advisers
Idaho
$50.8M +$491K +3,033 +1%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$50.4M +$591K +3,654 +1%