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IDEX
IEX

357 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.64M

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

8% more funds holding

Funds holding: 330 → 357 (+27)

6% more capital invested

Capital invested by funds: $8.57B → $9.08B (+$508M)

1.71% less ownership

Funds ownership: 99.51% → 97.8% (-1.7%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
136
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$73.9M
2
Millennium Management
Millennium Management
New York
+$17.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.1M
4
O
OppenheimerFunds
New York
+$16.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$14.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.8M
2
Primecap Management
Primecap Management
California
-$44.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$39M
4
Capital International Investors
Capital International Investors
California
-$33.9M
5
Prudential Financial
Prudential Financial
New Jersey
-$28.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
76
Robeco Schweiz
Switzerland
$15M -$2.24M -19,174 -14%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$14.9M -$397K -3,400 -3%
Prudential Financial
78
Prudential Financial
New Jersey
$14.9M -$28.7M -245,580 -67%
HIC
79
Harvey Investment Company
Kentucky
$14.9M -$722K -6,182 -5%
CPC
80
Cookson Peirce & Co
Pennsylvania
$14M +$293K +2,510 +2%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7M -$7.36K -63 -0.1%
SEI Investments
82
SEI Investments
Pennsylvania
$13.2M -$536K -4,588 -4%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$12.9M +$8.01M +68,590 +181%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$12.9M +$216K +1,850 +2%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$12.2M -$269K -2,300 -2%
Truist Financial
86
Truist Financial
North Carolina
$12.2M -$549K -4,699 -4%
CS
87
Credit Suisse
Switzerland
$12.1M -$45.2K -387 -0.4%
NC
88
Nicholas Company
Wisconsin
$12.1M -$1.74M -14,860 -13%
RA
89
Royce & Associates
New York
$12M -$701K -6,000 -6%
Citadel Advisors
90
Citadel Advisors
Florida
$11.1M +$9.77M +83,666 +1,108%
N
91
Nuveen
North Carolina
$10.3M -$697K -5,968 -7%
CCA
92
Catalyst Capital Advisors
New York
$10.3M – – –
EAM
93
EULAV Asset Management
Florida
$10.2M – – –
TA
94
Teachers Advisors
New York
$9.91M +$259K +2,222 +3%
Renaissance Technologies
95
Renaissance Technologies
New York
$9.36M -$4.71M -40,300 -34%
CI
96
Cooper Investors
Australia
$9.13M – – –
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$9.13M +$18.1K +155 +0.2%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$9.09M +$64.2K +550 +0.7%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$9.06M +$1.16M +9,919 +15%
Canada Life
100
Canada Life
Manitoba, Canada
$8.78M -$103K -885 -1%
2 3
4
5 6

IEX Hedge Fund Activity: Q3 2017 in Review

357 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2017, worth a combined $9.08B — up 5.9% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IEX positions and 19 closed out — a net gain of 30 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $73.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $46.8M.

  • 357 institutional investors held IDEX (IEX) as of Q3 2017, up from 330 in Q2 2017.
  • Funds reported $9.08B of IDEX stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 49 funds opened new IDEX positions in Q3 2017 and 19 closed out, a net change of +30 holders.
  • The largest IDEX buyer in Q3 2017 was Wellington Management Group, an estimated $73.9M added.
  • The largest IDEX seller in Q3 2017 was T. Rowe Price Associates, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2017.