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IDEX
IEX

Overview Fund Activity

495 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
10.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
63
Increased
164
Reduced
191
Closed
54
Calls
$10.9M
Puts
$11M
Net Calls
-$87K
Net Calls Change
-$3.3M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$138M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.6M
3
Invesco
3
Invesco
Georgia
$266M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$48.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$129M
2
BlackRock
2
BlackRock
New York
$1.06B
3
FPP
3
Findlay Park Partners
United Kingdom
$37.1M
4
CVA
4
Ceredex Value Advisors
Florida
$57.1M
5
MWNA
5
Marshall Wace North America
New York
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
476
TCI Wealth Advisors
Arizona
$4K +$500 +3 +14%
VFA
477
Valeo Financial Advisors
Indiana
$4K +$2K +13 +100%
PW
478
Price Wealth
Texas
$4K +$4K +25 New
NG
479
NWK Group
California
$4K +$4K +25 New
GWM
480
Geneos Wealth Management
Colorado
$3K – – –
FHA
481
Flagship Harbor Advisors
Massachusetts
$3K +$1.13K +9 +60%
TJHA
482
Thomas J. Herzfeld Advisors
Florida
$3K +$3K +17 New
GFPC
483
Global Financial Private Client
Florida
$2.34K – – –
EFSCE
484
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
ABC
485
Associated Banc-Corp
Wisconsin
$2K – – –
Northwestern Mutual Wealth Management
486
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.14K +8 +133%
BAM
487
Bellevue Asset Management
Washington
$1K -$250 -1 -20%
EW
488
Evoke Wealth
California
$1K +$111 +1 +13%
GWS
489
Glassman Wealth Services
Virginia
$1K +$333 +3 +50%
TFGT
490
TS Financial Group (TSFG)
Illinois
$1K +$1K +4 New
UFF
491
USA Financial Formulas
Michigan
$1K +$1K +8 New
SWA
492
Sutton Wealth Advisors
Florida
$474 +$474 +3 New
GEA
493
Glen Eagle Advisors
New Jersey
$316 – – –
Select Equity Group
494
Select Equity Group
New York
– -$21.2M -153,713 Closed
SC
495
Samlyn Capital
New York
– -$20.3M -147,144 Closed
D.E. Shaw & Co
496
D.E. Shaw & Co
New York
– -$7.5M -54,307 Closed
LCM
497
Laurion Capital Management
New York
– -$4.77M -34,500 Closed
N
498
Natixis
France
– -$4.27M -30,936 Closed
LOAMU
499
Lombard Odier Asset Management (USA)
New York
– -$4.01M -29,000 Closed
GAM
500
Gotham Asset Management
New York
– -$4M -28,970 Closed
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