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473 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $2.67M

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

3% more funds holding

Funds holding: 458473 (+15)

4% more capital invested

Capital invested by funds: $12.3B → $12.8B (+$493M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1.18% less ownership

Funds ownership: 98.83%97.65% (-1.2%)

Holders
473
Holders Change
+15
Holders Change %
+3.28%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
60
Increased
163
Reduced
171
Closed
35
Calls
$9.8M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$48.8M +$434K +2,680 +1%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$43.4M +$3.87M +23,906 +10%
Deutsche Bank
53
Deutsche Bank
Germany
$41.5M +$1.98M +12,245 +5%
Swiss National Bank
54
Swiss National Bank
Switzerland
$41.1M -$1.75M -10,800 -4%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$41M -$2.13M -13,166 -5%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$37.4M -$526K -3,250 -1%
Jennison Associates
57
Jennison Associates
New York
$35.2M -$8.73M -53,973 -21%
PAM
58
Panagora Asset Management
Massachusetts
$33.7M -$2.79M -17,235 -8%
PPA
59
Parametric Portfolio Associates
Washington
$33.7M +$680K +4,200 +2%
MWNA
60
Marshall Wace North America
New York
$32.2M +$16.4M +101,550 +119%
N
61
Nuveen
North Carolina
$31.9M -$10.2M -63,244 -25%
Principal Financial Group
62
Principal Financial Group
Iowa
$31.1M -$766K -4,731 -3%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$31M +$1.17M +7,230 +4%
PC
64
Port Capital
Illinois
$30.3M +$4.55M +28,130 +19%
Capital Research Global Investors
65
Capital Research Global Investors
California
$29.3M +$5.34K +33 +0%
First Trust Advisors
66
First Trust Advisors
Illinois
$29.2M -$11M -68,024 -29%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.5M -$5.25M -32,426 -17%
Renaissance Technologies
68
Renaissance Technologies
New York
$26M +$9.73M +60,130 +66%
Morgan Stanley
69
Morgan Stanley
New York
$25.8M -$2.93M -18,130 -11%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$25.3M -$2.04M -12,605 -8%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$24.4M +$1.57M +9,718 +7%
AQR Capital Management
72
AQR Capital Management
Connecticut
$24.3M -$659K -4,074 -3%
SO
73
STRS Ohio
Ohio
$23.9M +$21.1M +130,564 +1,532%
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$23.2M -$32.3M -199,353 -60%
NIPH
75
NN Investment Partners Holdings
Netherlands
$22.6M +$10.9M +67,508 +105%