542 hedge funds and large institutions have $15B invested in IDEX in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+48
Holders Change %
+9.72%
% of All Funds
9.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
82
Increased
188
Reduced
181
Closed
31
Calls
$11.7M
Puts
$15.7M
Net Calls
-$3.97M
Net Calls Change
-$7.03M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
501
BerganKDV Wealth Management
Minnesota
$11K +$1.8K +9 +20%
TFS
502
TrustCore Financial Services
Tennessee
$11K +$11K +53 New
PFBT
503
Parkside Financial Bank & Trust
Missouri
$10K +$417 +2 +4%
CAAS
504
Capital Asset Advisory Services
Michigan
$10K +$10K +51 New
DAM
505
Delta Asset Management
Tennessee
$9K
SLF
506
Sun Life Financial
Ontario, Canada
$9K
CFD
507
Creative Financial Designs
Indiana
$8K
VCM
508
Versant Capital Management
Arizona
$8K
EARNEST Partners
509
EARNEST Partners
Georgia
$8K
FCH
510
Freestone Capital Holdings
Washington
$7.97K
VNA
511
Valley National Advisers
Pennsylvania
$7K
CCA
512
Childress Capital Advisors
Texas
$7K +$7K +34 New
VAIA
513
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.81K -30 -49%
BBHC
514
Brown Brothers Harriman & Co
New York
$6K
TWA
515
TCI Wealth Advisors
Arizona
$5K
PWMG
516
Prestige Wealth Management Group
New Jersey
$5K
PFO
517
Pathstone Family Office
New Jersey
$5K +$5K +25 New
AIG
518
American International Group
New York
$4.82K -$137 -687 -3%
TJHA
519
Thomas J. Herzfeld Advisors
Florida
$4K
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.33K +7 +50%
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4K +19 New
APWA
522
Atlas Private Wealth Advisors
New Jersey
$4K +$4K +20 New
ABC
523
Associated Banc-Corp
Wisconsin
$3K
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
IAIM
525
International Assets Investment Management
Florida
$3K +$3K +15 New