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IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.53B
2
CVA
Ceredex Value Advisors
Florida
$0
3
BlackRock
BlackRock
New York
$1.17B
4
CIP
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
476
Prestige Wealth Management Group
New Jersey
$4K – – –
ABC
477
Associated Banc-Corp
Wisconsin
$3K – – –
GWM
478
Geneos Wealth Management
Colorado
$3K – – –
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
TJHA
480
Thomas J. Herzfeld Advisors
Florida
$3K +$167 +1 +6%
NNP
481
Nachman Norwood & Parrott
South Carolina
$3K +$3K +14 New
GFPC
482
Global Financial Private Client
Florida
$2.67K – – –
EFSCE
483
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
GWS
484
Glassman Wealth Services
Virginia
$2K – – –
BAM
485
Bellevue Asset Management
Washington
$2K – – –
EW
486
Evoke Wealth
California
$2K – – –
PFWA
487
Paces Ferry Wealth Advisors
Georgia
$2K +$2K +12 New
UFF
488
USA Financial Formulas
Michigan
$1K – – –
TFGT
489
TS Financial Group (TSFG)
Illinois
$1K – – –
ZB
490
Zions Bancorporation
Utah
$1K – – –
MCM
491
Manchester Capital Management
Vermont
$1K +$1K +3 New
SWA
492
Sutton Wealth Advisors
Florida
$547 – – –
CVA
493
Ceredex Value Advisors
Florida
– -$57.1M -361,450 Closed
FPP
494
Findlay Park Partners
United Kingdom
– -$37.1M -235,000 Closed
Balyasny Asset Management
495
Balyasny Asset Management
Illinois
– -$36.2M -228,960 Closed
SAM
496
Scopus Asset Management
New York
– -$21.4M -135,400 Closed
PAMP
497
Polar Asset Management Partners
Ontario, Canada
– -$7.95M -50,271 Closed
MBI
498
Montrusco Bolton Investments
Quebec, Canada
– -$5.39M -33,748 Closed
Alyeska Investment Group
499
Alyeska Investment Group
Illinois
– -$3.61M -22,829 Closed
HF
500
HRT Financial
New York
– -$3.47M -21,938 Closed
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