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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 %
Toronto Dominion Bank
201
Toronto Dominion Bank
Ontario, Canada
$1.3M +$252K +1,993 +24%
JFG
202
Jefferies Financial Group
New York
$1.29M +$149K +1,179 +13%
William Blair Investment Management
203
William Blair Investment Management
Illinois
$1.29M +$617K +4,884 +92%
CEP
204
Chicago Equity Partners
Illinois
$1.28M +$1.28M +10,160 New
XK
205
Xact Kapitalforvaltning
Sweden
$1.27M +$303K +2,400 +31%
NSIM
206
North Star Investment Management
Illinois
$1.23M – – –
APG Asset Management
207
APG Asset Management
Netherlands
$1.22M -$66.3K -600 -5%
EP
208
Elkfork Partners
Oregon
$1.19M – – –
SAM
209
Securian Asset Management
Minnesota
$1.19M – – –
SOADOR
210
State of Alaska Department of Revenue
Alaska
$1.18M +$8.2K +65 +0.7%
SIA
211
Sit Investment Associates
Minnesota
$1.17M – – –
AAM
212
Advisors Asset Management
Colorado
$1.14M -$162K -1,286 -13%
First Manhattan
213
First Manhattan
New York
$1.12M -$33.7K -267 -3%
OSIA
214
O'Shares Investment Advisers
Massachusetts
$1.08M +$1.08M +8,560 New
BTS
215
BB&T Securities
Virginia
$1.08M -$193K -1,527 -15%
IA
216
IndexIQ Advisors
New York
$1.08M -$237K -1,876 -18%
Mitsubishi UFJ Asset Management
217
Mitsubishi UFJ Asset Management
Japan
$1.06M -$89.9K -740 -8%
OAM
218
Oxford Asset Management
United Kingdom
$1.02M -$877K -6,947 -46%
BCM
219
Bayesian Capital Management
New York
$1.01M +$1.01M +7,976 New
WAM
220
Wolverine Asset Management
Illinois
$978K -$2.6M -20,637 -73%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$975K -$8.25M -65,334 -89%
SRAM
222
Stone Ridge Asset Management
New York
$968K -$65.3K -517 -6%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$954K -$2.99M -23,700 -76%
BMO
224
Beck Mack & Oliver
New York
$951K – – –
OI
225
Oakbrook Investments
Illinois
$947K +$559K +4,425 +144%
7 8
9
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