IEX icon

IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
126
Natixis Advisors
Massachusetts
$8.43M -$160K -879 -2%
Loomis, Sayles & Company
127
Loomis, Sayles & Company
Massachusetts
$8.39M +$625K +3,429 +8%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$8.15M -$144K -788 -2%
CII
129
Capital International Inc
California
$8.09M +$838K +4,592 +12%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$8.04M -$605K -3,293 -7%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$8.04M -$2.49M -13,639 -24%
MPM
132
Meritage Portfolio Management
Kansas
$7.92M -$13K -71 -0.2%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$7.65M -$181K -995 -2%
State Farm Mutual Automobile Insurance
134
State Farm Mutual Automobile Insurance
Illinois
$7.37M – – –
Adage Capital Partners
135
Adage Capital Partners
Massachusetts
$7.31M +$2.15M +11,800 +42%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$7.09M +$4.3M +23,960 +154%
SAM
137
Southernsun Asset Management
Tennessee
$7M -$2.09M -11,466 -23%
Canada Pension Plan Investment Board
138
Canada Pension Plan Investment Board
Ontario, Canada
$6.88M +$6.19M +33,914 +892%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$6.86M +$4.74M +25,964 +224%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$6.78M -$862K -4,731 -11%
SOADOR
141
State of Alaska Department of Revenue
Alaska
$6.76M -$465K -2,549 -6%
Aviva
142
Aviva
United Kingdom
$6.73M -$541K -2,967 -7%
GG
143
Gofen & Glossberg
Illinois
$6.58M -$854K -4,684 -11%
Asset Management One
144
Asset Management One
Japan
$6.54M -$395K -2,164 -6%
US Bancorp
145
US Bancorp
Minnesota
$6.48M +$379K +2,075 +6%
SBH
146
Segall Bryant & Hamill
Illinois
$6.39M +$1.15M +6,313 +22%
EAM
147
EULAV Asset Management
Florida
$6.33M -$2.74K -15 -0%
RPI
148
Railway Pension Investments
United Kingdom
$6.23M +$18.2K +100 +0.3%
RJA
149
Raymond James & Associates
Florida
$6.2M -$807K -4,424 -12%
CWM
150
Cabot Wealth Management
Massachusetts
$6.06M +$166K +911 +3%
4 5
6
7 8