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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 %
Citigroup
126
Citigroup
New York
$6.97M +$5.41M +35,900 +346%
Russell Investments Group
127
Russell Investments Group
United Kingdom
$6.65M +$1.99M +13,178 +43%
NEI
128
Northwest & Ethical Investments
Ontario, Canada
$6.62M – – –
Comerica Bank
129
Comerica Bank
Texas
$6.49M -$1.34M -10,354 -17%
GPGA
130
Grandeur Peak Global Advisors
Utah
$5.96M -$2.66M -17,650 -31%
DZ Bank
131
DZ Bank
Germany
$5.94M – – –
MSA
132
Mason Street Advisors
Wisconsin
$5.93M +$5.42K +36 +0.1%
HIMCH
133
Hartford Investment Management Co (HIMCO)
Connecticut
$5.7M +$5.1M +33,851 +847%
AG
134
Aperio Group
California
$5.61M -$97.2K -645 -2%
FQ
135
First Quadrant
California
$5.61M -$4.68M -31,080 -46%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$5.6M -$4.11M -27,294 -42%
TG
137
TCW Group
California
$5.03M +$319K +2,120 +7%
AL
138
AJO LP
Pennsylvania
$4.95M -$364K -2,415 -7%
QT
139
Quantbot Technologies
New York
$4.92M +$3.1M +20,555 +170%
SBH
140
Segall Bryant & Hamill
Illinois
$4.91M -$987K -6,554 -17%
UBS Group
141
UBS Group
Switzerland
$4.9M -$3.6M -23,906 -42%
STCG
142
Speece Thorson Capital Group
Minnesota
$4.9M -$961K -6,376 -16%
Axa
143
Axa
France
$4.87M +$2.5M +16,600 +105%
RBA
144
Richard Bernstein Advisors
New York
$4.82M – – –
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$4.71M +$50.5K +335 +1%
Man Group
146
Man Group
United Kingdom
$4.61M +$909K +6,033 +25%
FAF
147
Fjarde Ap-fonden
Sweden
$4.61M +$536K +3,556 +13%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$4.55M +$1.88M +12,460 +70%
DBG
149
De Burlo Group
Massachusetts
$4.43M +$4.43M +29,400 New
Victory Capital Management
150
Victory Capital Management
Texas
$4.37M -$587K -3,896 -12%
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