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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 %
CI
176
Capital International
California
$2.87M -$669K -4,438 -19%
DekaBank Deutsche Girozentrale
177
DekaBank Deutsche Girozentrale
Germany
$2.85M +$2.15M +13,706 +307%
Balyasny Asset Management
178
Balyasny Asset Management
Illinois
$2.82M +$900K +5,974 +47%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$2.79M +$153K +1,016 +6%
CAM
180
ClariVest Asset Management
California
$2.76M – – –
GIA
181
Guyasuta Investment Advisors
Pennsylvania
$2.75M -$10.5K -70 -0.4%
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$2.71M – – –
AIM
183
Achmea Investment Management
Netherlands
$2.68M -$577K -3,832 -18%
SG Americas Securities
184
SG Americas Securities
New York
$2.54M -$1.74M -11,537 -41%
LRPA
185
L. Roy Papp & Associates
Arizona
$2.41M – – –
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M -$773K -5,129 -25%
PP
187
Paloma Partners
Connecticut
$2.32M +$2.32M +15,387 New
LMGAM
188
Liberty Mutual Group Asset Management
Massachusetts
$2.3M – – –
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.3M -$539K -3,579 -19%
EBIM
190
Eagle Boston Investment Management
Massachusetts
$2.29M -$83.5K -554 -4%
OAM
191
Oxford Asset Management
United Kingdom
$2.26M -$827K -5,479 -27%
BOC
192
Barbara Oil Co
Illinois
$2.25M – – –
GHCM
193
Glen Harbor Capital Management
California
$2.2M +$307K +2,040 +16%
SCM
194
Stevens Capital Management
Pennsylvania
$2.2M +$2.2M +14,569 New
NMIMC
195
Northwestern Mutual Investment Management Company
Wisconsin
$2.18M -$94.3K -626 -4%
CS
196
Candriam SCA
Luxembourg
$2.17M -$255K -1,691 -11%
URS
197
Utah Retirement Systems
Utah
$2.14M – – –
SB
198
Suntrust Banks
Georgia
$2.09M -$319K -2,120 -13%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$2.08M -$2.26K -15 -0.1%
DTL
200
Dynamic Technology Lab
Singapore
$2.08M +$1.24M +8,202 +147%
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