IEX icon

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 %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$10.8M +$282K +1,977 +3%
Canada Life
102
Canada Life
Manitoba, Canada
$10.1M -$129K -903 -1%
NC
103
Nicholas Company
Wisconsin
$10.1M – – –
BTW
104
Boston Trust Walden
Massachusetts
$9.57M -$614K -4,307 -6%
Comerica Bank
105
Comerica Bank
Texas
$9.09M -$212K -1,463 -2%
MOACM
106
Mutual of America Capital Management
New York
$8.96M +$54.4K +382 +0.6%
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$8.77M -$146K -1,025 -2%
GPGA
108
Grandeur Peak Global Advisors
Utah
$8.68M -$49.9K -350 -0.6%
AI
109
Ariel Investments
Illinois
$8.38M -$2.44M -17,126 -23%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$8.37M -$1.11M -7,814 -12%
AAMU
111
Amundi Asset Management US
Massachusetts
$8.27M +$282K +1,979 +4%
Canada Pension Plan Investment Board
112
Canada Pension Plan Investment Board
Ontario, Canada
$8.24M +$3.73M +26,200 +83%
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
$8.01M +$4.79M +33,600 +148%
SBH
114
Segall Bryant & Hamill
Illinois
$7.87M -$573K -4,021 -7%
WG
115
Winton Group
United Kingdom
$7.81M +$437K +3,065 +6%
GG
116
Gofen & Glossberg
Illinois
$7.64M -$88.5K -621 -1%
Renaissance Technologies
117
Renaissance Technologies
New York
$7.51M +$7.11M +49,925 +1,783%
UBS Group
118
UBS Group
Switzerland
$7.48M -$1.02M -7,138 -12%
IA
119
IndexIQ Advisors
New York
$7.44M +$2.98M +20,891 +67%
ASRS
120
Arizona State Retirement System
Arizona
$7.38M -$456K -3,200 -6%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$7.25M -$3.5M -24,589 -33%
TPSF
122
Texas Permanent School Fund
Texas
$7.22M -$139K -978 -2%
STCG
123
Speece Thorson Capital Group
Minnesota
$7.1M -$471K -3,305 -6%
Man Group
124
Man Group
United Kingdom
$7.1M +$7.1M +49,830 New
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$6.97M -$367K -2,574 -5%
3 4
5
6 7