IDEX
395 hedge funds and large institutions have $9.76B invested in IDEX in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 126 increasing their positions, 132 reducing their positions, and 30 closing their positions.
130% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 30
46% more call options, than puts
Call options by funds: $5.74M | Put options by funds: $3.93M
11% more funds holding
Funds holding: 357 → 395 (+38)
7% more capital invested
Capital invested by funds: $9.08B → $9.76B (+$674M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 132
1.01% less ownership
Funds ownership: 97.8% → 96.79% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$42.7M |
| 2 |
Janus Henderson Group
London,
|
+$30.1M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$22.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.1M |
| 5 |
FQ
First Quadrant
Glendale,
California
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$49.3M |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$43.4M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$33.2M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$19.8M |
| 5 |
Millennium Management
New York
|
-$16.9M |
IEX Hedge Fund Activity: Q4 2017 in Review
395 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2017, worth a combined $9.76B — up 7.4% from $9.08B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IEX positions and 30 closed out — a net gain of 39 holders — while 126 added to existing stakes and 132 trimmed.
The largest buyer was BlackRock, adding an estimated $42.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $49.3M.
- 395 institutional investors held IDEX (IEX) as of Q4 2017, up from 357 in Q3 2017.
- Funds reported $9.76B of IDEX stock for Q4 2017, up 7.4% quarter-over-quarter.
- 69 funds opened new IDEX positions in Q4 2017 and 30 closed out, a net change of +39 holders.
- The largest IDEX buyer in Q4 2017 was BlackRock, an estimated $42.7M added.
- The largest IDEX seller in Q4 2017 was T. Rowe Price Associates, an estimated $49.3M sold.
Based on aggregated 13F filings for Q4 2017.