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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$36.9M -$1.18M -7,800 -3%
Wells Fargo
52
Wells Fargo
California
$36.8M +$810K +5,377 +2%
Capital International Investors
53
Capital International Investors
California
$35.5M -$19.3M -128,300 -35%
UBS AM
54
UBS AM
Illinois
$34.8M +$1.03M +6,850 +3%
Millennium Management
55
Millennium Management
New York
$34.7M +$32.3M +214,449 +1,347%
PPA
56
Parametric Portfolio Associates
Washington
$33.4M +$34.4K +228 +0.1%
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$30.9M +$949K +6,302 +3%
HCM
58
Hahn Capital Management
California
$28.6M -$1.09M -7,205 -4%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$26.6M -$1.12M -7,435 -4%
KBC Group
60
KBC Group
Belgium
$26.3M -$5.35M -35,542 -17%
OTPPB
61
Ontario Teachers' Pension Plan Board
Ontario, Canada
$26.1M +$366K +2,432 +1%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$26M +$348K +2,310 +1%
Capital Research Global Investors
63
Capital Research Global Investors
California
$25.7M +$25.7M +170,432 New
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.3M +$422K +2,803 +2%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$24.8M -$36.9K -245 -0.1%
TCP
66
ThornTree Capital Partners
Massachusetts
$24.8M +$24.8M +164,693 New
Legal & General Group
67
Legal & General Group
United Kingdom
$24.4M +$1.83M +12,124 +8%
CGT
68
Capital Guardian Trust
California
$24.2M +$264K +1,749 +1%
AIG
69
American International Group
New York
$23.6M +$227K +1,507 +1%
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$23M +$3.11M +20,643 +16%
TCIM
71
TIAA CREF Investment Management
New York
$21.9M +$16K +106 +0.1%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$21.8M +$12.5M +83,289 +135%
First Trust Advisors
73
First Trust Advisors
Illinois
$21.4M -$23M -152,891 -52%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$21M -$2.17M -14,384 -9%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.2M +$737K +4,892 +4%
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