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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 %
FQ
76
First Quadrant
California
$20.5M +$8.14M +57,124 +66%
RS
77
Robeco Schweiz
Switzerland
$18.4M -$44.9K -315 -0.2%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$17.5M -$587K -4,118 -3%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.5M -$601K -4,217 -3%
CPC
80
Cookson Peirce & Co
Pennsylvania
$17.1M +$385K +2,700 +2%
Asset Management One
81
Asset Management One
Japan
$17M -$1.06M -7,460 -6%
OTPPB
82
Ontario Teachers' Pension Plan Board
Ontario, Canada
$16.8M +$16.8M +118,185 New
CS
83
Credit Suisse
Switzerland
$16.2M +$948K +6,649 +6%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$15.4M -$64.7K -454 -0.4%
ACB
85
Aristotle Capital Boston
Massachusetts
$15.3M +$6.21M +43,589 +69%
CRC
86
Curi RMB Capital
Illinois
$15.2M -$2.76M -19,339 -15%
HIC
87
Harvey Investment Company
Kentucky
$14.8M -$951K -6,670 -6%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$13.8M -$85.5K -600 -0.6%
RA
89
Royce & Associates
New York
$13.8M – – –
VOYA Investment Management
90
VOYA Investment Management
Georgia
$13.7M +$5.28M +37,064 +63%
National Pension Service
91
National Pension Service
South Korea
$13.6M +$13.6M +95,563 New
Lord, Abbett & Co
92
Lord, Abbett & Co
New Jersey
$13.3M +$3.29M +23,078 +33%
Truist Financial
93
Truist Financial
North Carolina
$12.6M -$766K -5,372 -6%
CCA
94
Catalyst Capital Advisors
New York
$12.1M – – –
TA
95
Teachers Advisors
New York
$12M +$162K +1,139 +1%
EAM
96
EULAV Asset Management
Florida
$11.9M – – –
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$11.6M -$2.05M -14,402 -15%
PC
98
Port Capital
Illinois
$11.4M -$436K -3,060 -4%
SEI Investments
99
SEI Investments
Pennsylvania
$11.1M -$5.82M -40,857 -35%
Nuveen Asset Management
100
Nuveen Asset Management
Illinois
$11M -$499K -3,499 -4%
2 3
4
5 6