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IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$250M
3
CIP
3
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
5
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
5
Goldman Sachs
New York
$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
151
SG Americas Securities
New York
$2.9M +$771K +6,109 +36%
AIM
152
Achmea Investment Management
Netherlands
$2.89M +$634K +5,022 +28%
AIP
153
Ameritas Investment Partners
Nebraska
$2.85M -$18.1K -143 -0.6%
CWM
154
Cabot Wealth Management
Massachusetts
$2.84M +$274K +2,166 +11%
NIM
155
NXG Investment Management
Texas
$2.79M +$2.79M +22,075 New
RA
156
Royce & Associates
New York
$2.7M -$7.11M -56,300 -72%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$2.64M -$2.06M -16,298 -44%
OAM
158
Oppenheimer Asset Management
New York
$2.63M -$374K -2,958 -12%
M&T Bank
159
M&T Bank
New York
$2.61M -$227K -1,796 -8%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$2.58M -$75.8K -600 -3%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$2.46M +$124K +982 +5%
BCIM
162
British Columbia Investment Management
British Columbia, Canada
$2.44M -$3.5M -27,698 -59%
CI
163
Capital International
California
$2.37M -$32.8K -260 -1%
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
$2.35M -$10.9K -86 -0.5%
MERSOM
165
Municipal Employees' Retirement System of Michigan
Michigan
$2.33M +$2.33M +18,430 New
CAM
166
ClariVest Asset Management
California
$2.31M – – –
GIA
167
Guyasuta Investment Advisors
Pennsylvania
$2.3M – – –
AB
168
Amalgamated Bank
New York
$2.25M +$791K +6,267 +54%
Skandinaviska Enskilda Banken (SEB)
169
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.21M +$285K +2,257 +15%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$2.2M -$222K -1,758 -9%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$2.08M -$947K -7,500 -31%
DnB Asset Management
172
DnB Asset Management
Norway
$2.03M +$354K +2,804 +21%
LRPA
173
L. Roy Papp & Associates
Arizona
$2.02M – – –
PDN
174
Pensionfund DSM Netherlands
Netherlands
$2M +$2M +15,800 New
EBIM
175
Eagle Boston Investment Management
Massachusetts
$1.99M +$67.5K +535 +4%
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