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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
CI
101
Cooper Investors
Australia
$12.9M -$2.88M -17,802 -19%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$12.4M +$617K +3,812 +6%
TG
103
TCW Group
California
$12.3M +$1.29M +7,973 +13%
NC
104
Nicholas Company
Wisconsin
$12.3M
Prudential Financial
105
Prudential Financial
New Jersey
$12.2M +$529K +3,268 +5%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$12M +$26.2K +162 +0.2%
MSV
107
MN Services Vermogensbeheer
Netherlands
$11.8M +$388K +2,400 +4%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$11.8M -$436K -2,695 -4%
SEI Investments
109
SEI Investments
Pennsylvania
$11.6M -$6.02M -37,191 -35%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$11.2M +$2.03M +12,552 +24%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$11.1M -$1.42M -8,794 -12%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$10.9M +$35.6K +220 +0.3%
Truist Financial
113
Truist Financial
North Carolina
$10.9M +$2.4M +14,853 +31%
Canada Life
114
Canada Life
Manitoba, Canada
$10.8M -$2.04M -12,612 -17%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$10.8M -$1.39M -8,582 -12%
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$10.7M +$10.1M +62,489 New
PI
117
Putnam Investments
Massachusetts
$10.3M -$79K -488 -0.8%
NEI
118
Northwest & Ethical Investments
Ontario, Canada
$9.63M +$1.3M +8,061 +17%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$9.37M +$812K +5,020 +10%
KCM
120
Kornitzer Capital Management
Kansas
$9.29M -$9.9M -61,191 -53%
Citigroup
121
Citigroup
New York
$9.1M -$3.38M -20,893 -28%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$8.75M +$1.02M +6,334 +14%
CI
123
Capital International
California
$8.74M +$2.62M +16,161 +47%
Ensign Peak Advisors
124
Ensign Peak Advisors
Utah
$8.25M +$7.76M +47,980 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$7.93M -$146K -900 -2%