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IDEX
IEX

Overview Fund Activity

407 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
50
Increased
137
Reduced
150
Closed
35
Calls
$11.7M
Puts
$13.3M
Net Calls
-$1.62M
Net Calls Change
-$3.76M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$57.7M
2
PAM
2
Panagora Asset Management
Massachusetts
$38.5M
3
BlackRock
3
BlackRock
New York
$1.08B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$113M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$958M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$549M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.01B
3
SAM
3
Southernsun Asset Management
Tennessee
$93.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$143M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Guggenheim Capital
Illinois
$35.2M +$623K +4,369 +2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$34.8M -$5.27M -37,000 -13%
UBS AM
53
UBS AM
Illinois
$33.8M +$2.86M +20,038 +9%
PPA
54
Parametric Portfolio Associates
Washington
$32.7M -$609K -4,272 -2%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$32.5M +$1.39M +9,724 +4%
HCM
56
Hahn Capital Management
California
$31.5M -$3.74M -26,277 -11%
Wells Fargo
57
Wells Fargo
California
$30.4M +$1.03M +7,209 +3%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$29M -$2.09M -14,682 -7%
Franklin Resources
59
Franklin Resources
California
$28.1M +$85.5K +600 +0.3%
O
60
OppenheimerFunds
New York
$27.4M +$6.34M +44,507 +30%
KBC Group
61
KBC Group
Belgium
$26.9M -$7.1M -49,819 -21%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$26M +$8.66M +60,791 +50%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$25.4M +$474K +3,323 +2%
CGT
64
Capital Guardian Trust
California
$24.6M +$46.7K +328 +0.2%
TCIM
65
TIAA CREF Investment Management
New York
$23.9M -$1.94M -13,639 -8%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.8M -$2.95M -20,704 -11%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$23.4M +$27.1K +190 +0.1%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$23.4M -$1.59M -11,180 -6%
CI
69
Cooper Investors
Australia
$22.9M +$11.4K +80 +0%
RJA
70
Raymond James & Associates
Florida
$22.3M -$687K -4,819 -3%
AIG
71
American International Group
New York
$21.8M -$718K -5,035 -3%
Legal & General Group
72
Legal & General Group
United Kingdom
$21.8M -$3.67M -25,752 -14%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$21.7M -$179K -1,259 -0.8%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$21.4M -$624K -4,379 -3%
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$20.7M -$777K -5,453 -4%
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