IDEX
428 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 151 reducing their positions, and 49 closing their positions.
127% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $7.01M
22% more capital invested
Capital invested by funds: $9.08B → $11B (+$1.96B)
20% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 49
2.21% more ownership
Funds ownership: 93.79% → 96% (+2.2%)
2% more funds holding
Funds holding: 421 → 428 (+7)
9% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 151
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$83.5M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$32.7M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$27.7M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$22.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.1M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$28.8M |
| 3 |
HCM
Hahn Capital Management
Walnut Creek,
California
|
-$17M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$15.7M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$12.4M |
IEX Hedge Fund Activity: Q1 2019 in Review
428 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2019, worth a combined $11B — up 22% from $9.08B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IEX positions and 49 closed out — a net gain of 10 holders — while 137 added to existing stakes and 151 trimmed.
The largest buyer was Congress Asset Management, opening a new position worth an estimated $83.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $31.1M.
- 428 institutional investors held IDEX (IEX) as of Q1 2019, up from 421 in Q4 2018.
- Funds reported $11B of IDEX stock for Q1 2019, up 22% quarter-over-quarter.
- 59 funds opened new IDEX positions in Q1 2019 and 49 closed out, a net change of +10 holders.
- The largest IDEX buyer in Q1 2019 was Congress Asset Management, an estimated $83.5M added.
- The largest IDEX seller in Q1 2019 was T. Rowe Price Associates, an estimated $31.1M sold.
Based on aggregated 13F filings for Q1 2019.