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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 %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$18.6M -$1.66K -11 -0%
RJA
77
Raymond James & Associates
Florida
$18.5M -$7.8M -51,783 -30%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$17.9M -$10.8M -71,990 -38%
Asset Management One
79
Asset Management One
Japan
$17.8M +$91.5K +607 +0.5%
RS
80
Robeco Schweiz
Switzerland
$17.8M +$491K +3,227 +3%
CI
81
Cooper Investors
Australia
$16.8M -$3.54M -23,480 -17%
CPC
82
Cookson Peirce & Co
Pennsylvania
$16.8M -$1.44M -9,545 -8%
CS
83
Credit Suisse
Switzerland
$16.6M +$1.41M +9,326 +9%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$16.2M -$175K -1,161 -1%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$15.7M -$2.49M -16,554 -14%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$14.5M -$15.1K -100 -0.1%
HIC
87
Harvey Investment Company
Kentucky
$14.5M -$697K -4,625 -5%
HW
88
Hancock Whitney
Mississippi
$14.2M -$221K -1,464 -2%
Lord, Abbett & Co
89
Lord, Abbett & Co
New Jersey
$13.8M -$1.33M -8,828 -9%
TA
90
Teachers Advisors
New York
$13.5M -$78.2K -519 -0.6%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$13.5M -$359K -2,385 -3%
PC
92
Port Capital
Illinois
$13.4M +$231K +1,530 +2%
EAM
93
EULAV Asset Management
Florida
$12.6M – – –
AQR Capital Management
94
AQR Capital Management
Connecticut
$12.3M +$5.58M +37,021 +83%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$12M +$4.25M +28,182 +55%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$12M +$6.37M +42,291 +114%
RA
97
Royce & Associates
New York
$11.7M – – –
SEI Investments
98
SEI Investments
Pennsylvania
$11.7M -$410K -2,722 -3%
Renaissance Technologies
99
Renaissance Technologies
New York
$11.4M +$3.99M +26,500 +54%
CCA
100
Catalyst Capital Advisors
New York
$11.3M -$1.51M -10,000 -12%
2 3
4
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