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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 %
Truist Financial
101
Truist Financial
North Carolina
$11.1M -$1.17M -7,733 -9%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$11M +$9.47M +62,845 +616%
BTW
103
Boston Trust Walden
Massachusetts
$10.9M +$168K +1,118 +2%
NC
104
Nicholas Company
Wisconsin
$10.7M +$7.53K +50 +0.1%
AAMU
105
Amundi Asset Management US
Massachusetts
$10.7M +$653K +4,335 +7%
Canada Life
106
Canada Life
Manitoba, Canada
$10M -$980K -6,503 -9%
MOACM
107
Mutual of America Capital Management
New York
$9.93M +$44.4K +295 +0.4%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$9.85M +$8.15M +54,075 +479%
Citadel Advisors
109
Citadel Advisors
Florida
$9.81M +$9.02M +59,901 +1,150%
CRC
110
Curi RMB Capital
Illinois
$9.77M -$574K -3,811 -6%
Canada Pension Plan Investment Board
111
Canada Pension Plan Investment Board
Ontario, Canada
$9.6M +$9.6M +63,690 New
Nuveen Asset Management
112
Nuveen Asset Management
Illinois
$9.43M -$27.7K -184 -0.3%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$9.31M -$410K -2,719 -4%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$9.24M -$14.3M -94,955 -61%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$9.17M -$779K -5,173 -8%
Federated Hermes
116
Federated Hermes
Pennsylvania
$8.52M +$3.96M +26,298 +87%
ASRS
117
Arizona State Retirement System
Arizona
$8.2M +$178K +1,183 +2%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$8.06M -$593K -3,937 -7%
Capital Fund Management (CFM)
119
Capital Fund Management (CFM)
France
$8.01M +$4.13M +27,435 +107%
GG
120
Gofen & Glossberg
Illinois
$7.79M -$152K -1,012 -2%
TPSF
121
Texas Permanent School Fund
Texas
$7.27M -$191K -1,268 -3%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$7.12M – – –
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$7.12M +$82.9K +550 +1%
BCIM
124
British Columbia Investment Management
British Columbia, Canada
$7.08M +$2.06M +13,649 +41%
MIM
125
MetLife Investment Management
New Jersey
$7.07M -$191K -1,270 -3%
3 4
5
6 7