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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$22.6M +$746K +4,607 +4%
National Pension Service
77
National Pension Service
South Korea
$21.6M +$20.4M +125,814 New
VOYA Investment Management
78
VOYA Investment Management
Georgia
$20.9M -$2.84M -17,562 -13%
UBS Group
79
UBS Group
Switzerland
$20.5M +$7.77M +48,028 +67%
ACB
80
Aristotle Capital Boston
Massachusetts
$20.4M -$742K -4,586 -4%
MBI
81
Montrusco Bolton Investments
Quebec, Canada
$20.2M -$866K -5,351 -4%
SAM
82
Southernsun Asset Management
Tennessee
$19.4M -$7.19M -44,431 -28%
Lazard Asset Management
83
Lazard Asset Management
New York
$18.9M +$394K +2,433 +2%
CS
84
Credit Suisse
Switzerland
$18.8M -$5.18M -32,031 -23%
RS
85
Robeco Schweiz
Switzerland
$18.7M +$1.57M +9,726 +10%
DCM
86
Dupont Capital Management
Delaware
$18.4M -$148K -916 -0.9%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$18.2M +$2.75M +17,019 +19%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$18.1M -$408K -2,519 -2%
HIC
89
Harvey Investment Company
Kentucky
$15.9M +$21K +130 +0.1%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$15.7M +$66.8K +413 +0.5%
Marshall Wace
91
Marshall Wace
United Kingdom
$15.6M +$11.9M +73,315 +420%
NAM
92
Nissay Asset Management
Japan
$15.3M +$2.53M +15,649 +21%
Connor, Clark & Lunn Investment Management (CC&L)
93
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.2M +$4.76M +29,425 +50%
BTW
94
Boston Trust Walden
Massachusetts
$15M +$449K +2,776 +3%
GIA
95
Gateway Investment Advisers
Ohio
$14.7M -$17.3K -107 -0.1%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$14.6M +$6.15M +38,026 +82%
EAM
97
EULAV Asset Management
Florida
$13.5M -$809K -5,000 -6%
AAMU
98
Amundi Asset Management US
Massachusetts
$13.5M +$3.07M +18,993 +32%
HW
99
Hancock Whitney
Mississippi
$13.3M -$630K -3,895 -5%
Bank of Nova Scotia
100
Bank of Nova Scotia
Ontario, Canada
$13.1M -$2.55M -15,772 -17%