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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
Barclays
United Kingdom
$57.7M
2
PAM
Panagora Asset Management
Massachusetts
$38.5M
3
BlackRock
BlackRock
New York
$1.08B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$113M
5
Vanguard Group
Vanguard Group
Pennsylvania
$958M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$549M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.01B
3
SAM
Southernsun Asset Management
Tennessee
$93.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
5
Artisan Partners
Artisan Partners
Wisconsin
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
126
MetLife Investment Management
New Jersey
$6.81M -$82.5K -579 -1%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$6.7M -$568K -4,000 -8%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$6.7M +$1.62M +11,394 +32%
AAF
129
Andra AP-fonden
Sweden
$6.66M +$2.08M +14,600 +45%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$6.51M +$2.91M +20,434 +81%
DZ Bank
131
DZ Bank
Germany
$6.39M +$838K +5,880 +15%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$5.8M +$34.6K +243 +0.6%
NEI
133
Northwest & Ethical Investments
Ontario, Canada
$5.76M +$1.45M +10,145 +33%
TG
134
TCW Group
California
$5.56M +$48.2K +338 +0.9%
OAC
135
OMERS Administration Corp
Ontario, Canada
$5.53M +$5.53M +38,800 New
MSA
136
Mason Street Advisors
Wisconsin
$5.48M +$114K +800 +2%
OAM
137
Oppenheimer Asset Management
New York
$5.36M -$2.83M -19,879 -35%
USAA
138
United Services Automobile Association
Texas
$5.26M +$5.03M +35,286 +2,185%
AG
139
Aperio Group
California
$5.19M +$281K +1,970 +6%
Federated Hermes
140
Federated Hermes
Pennsylvania
$4.96M -$16.9M -118,816 -77%
NIPH
141
NN Investment Partners Holdings
Netherlands
$4.5M +$2.65M +18,580 +143%
RBA
142
Richard Bernstein Advisors
New York
$4.11M +$4.11M +28,859 New
BCIM
143
British Columbia Investment Management
British Columbia, Canada
$4.09M +$357K +2,505 +10%
ACI
144
AMP Capital Investors
Australia
$4.09M +$764K +5,434 +23%
AQR Capital Management
145
AQR Capital Management
Connecticut
$4.09M +$3.15M +22,100 +335%
FAF
146
Fjarde Ap-fonden
Sweden
$4.04M +$28.5K +200 +0.7%
Victory Capital Management
147
Victory Capital Management
Texas
$4.04M +$1.18M +8,296 +41%
SOMRS
148
State of Michigan Retirement System
Michigan
$3.98M +$57K +400 +1%
Millennium Management
149
Millennium Management
New York
$3.95M +$1.82M +12,740 +85%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$3.76M +$478K +3,357 +15%
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