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IDEX
IEX

Overview Fund Activity

488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$80.8M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$262M
3
BlackRock
BlackRock
New York
$960M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$385M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.17B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$25.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$7.13M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
476
Geneos Wealth Management
Colorado
$2K – – –
FHA
477
Flagship Harbor Advisors
Massachusetts
$2K – – –
EFSCE
478
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +13 New
ABC
479
Associated Banc-Corp
Wisconsin
$2K +$2K +15 New
AP
480
Arlington Partners
Alabama
$2K +$2K +18 New
GFPC
481
Global Financial Private Client
Florida
$2K – – –
EW
482
Evoke Wealth
California
$1.11K +$1.11K +8 New
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$1K -$4.17K -25 -81%
BAM
484
Bellevue Asset Management
Washington
$1K – – –
GWS
485
Glassman Wealth Services
Virginia
$1K +$500 +3 +100%
GEA
486
Glen Eagle Advisors
New Jersey
$276 – – –
Capital Research Global Investors
487
Capital Research Global Investors
California
– -$29.3M -170,533 Closed
Lazard Asset Management
488
Lazard Asset Management
New York
– -$18.9M -109,910 Closed
Point72 Asset Management
489
Point72 Asset Management
Connecticut
– -$10.7M -62,489 Closed
PI
490
Putnam Investments
Massachusetts
– -$10.3M -59,856 Closed
KCM
491
Kornitzer Capital Management
Kansas
– -$9.29M -54,018 Closed
QIM
492
Quantitative Investment Management
Virginia
– -$4.17M -24,236 Closed
AAM
493
Arabesque Asset Management
United Kingdom
– -$2.44M -14,157 Closed
ARTA
494
A.R.T. Advisors
New York
– -$2.09M -12,135 Closed
SEC
495
Seven Eight Capital
New York
– -$1.63M -9,500 Closed
CEP
496
Chicago Equity Partners
Illinois
– -$1.5M -8,695 Closed
TAF
497
Tredje AP-fonden
Sweden
– -$1.05M -6,098 Closed
GCA
498
Gideon Capital Advisors
New York
– -$1.05M -6,073 Closed
Wolverine Trading
499
Wolverine Trading
Illinois
– -$1.01M -5,877 Closed
WMSA
500
Weiss Multi-Strategy Advisers
New York
– -$1M -5,840 Closed
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