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IDEX
IEX

409 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $9.76B → $10.6B (+$811M)

4% more funds holding

Funds holding: 395 → 409 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less ownership

Funds ownership: 96.79% → 96.79% (-0%)

8% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 150

12% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $13.3M

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
51
Increased
138
Reduced
150
Closed
35
Calls
$11.7M
Puts
$13.3M
Net Calls
-$1.62M
Net Calls Change
-$3.43M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$54.4M
2
PAM
Panagora Asset Management
Massachusetts
+$35.4M
3
BlackRock
BlackRock
New York
+$33.3M
4
Janus Henderson Group
Janus Henderson Group
+$32.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$35.9M
3
SAM
Southernsun Asset Management
Tennessee
-$28.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.5M
5
Artisan Partners
Artisan Partners
Wisconsin
-$22.9M

IEX Hedge Fund Activity: Q1 2018 in Review

409 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2018, worth a combined $10.6B — up 8.3% from $9.76B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IEX positions and 35 closed out — a net gain of 16 holders — while 138 added to existing stakes and 150 trimmed.

The largest buyer was Barclays, adding an estimated $54.4M. The largest seller was Wellington Management Group, cutting an estimated $36.9M.

  • 409 institutional investors held IDEX (IEX) as of Q1 2018, up from 395 in Q4 2017.
  • Funds reported $10.6B of IDEX stock for Q1 2018, up 8.3% quarter-over-quarter.
  • 51 funds opened new IDEX positions in Q1 2018 and 35 closed out, a net change of +16 holders.
  • The largest IDEX buyer in Q1 2018 was Barclays, an estimated $54.4M added.
  • The largest IDEX seller in Q1 2018 was Wellington Management Group, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2018.