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425 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 158 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $11.1M

14% more capital invested

Capital invested by funds: $11B → $12.6B (+$1.59B)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1% more ownership

Funds ownership: 95.86%96.87% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 426425 (-1)

12% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 158

Holders
425
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
44
Increased
139
Reduced
158
Closed
40
Calls
$18.5M
Puts
$11.1M
Net Calls
+$7.43M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.41B +$24.8M +157,873 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.22B -$18.9M -120,657 -2%
Capital World Investors
3
Capital World Investors
California
$977M +$2.12M +13,505 +0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$910M -$80.8M -514,302 -9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$599M +$547K +3,483 +0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$446M +$120M +763,086 +42%
State Street
7
State Street
Massachusetts
$434M +$2.19M +13,925 +0.6%
ACM
8
Atlanta Capital Management
Georgia
$337M +$2.98M +19,000 +1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$305M -$23.9M -151,949 -8%
Invesco
10
Invesco
Georgia
$253M +$94.5M +601,539 +69%
JP Morgan Chase
11
JP Morgan Chase
New York
$249M -$14.4M -91,844 -6%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$234M +$2.01M +12,822 +1%
ClearBridge Investments
13
ClearBridge Investments
New York
$207M -$10M -63,912 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$165M +$1.25M +7,988 +0.8%
CIP
15
Champlain Investment Partners
Vermont
$151M +$1.24M +7,920 +0.9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$141M +$9.75M +62,111 +8%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$137M -$1.98M -12,609 -2%
Northern Trust
18
Northern Trust
Illinois
$132M +$6.29M +40,031 +6%
WRF
19
Waddell & Reed Financial
Kansas
$127M -$1.04M -6,609 -0.9%
Norges Bank
20
Norges Bank
Norway
$126M +$1.33M +8,494 +1%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$126M -$14.8M -94,512 -11%
FAM
22
Fenimore Asset Management
New York
$123M -$92.7K -590 -0.1%
Goldman Sachs
23
Goldman Sachs
New York
$105M -$23.7M -150,639 -20%
Principal Financial Group
24
Principal Financial Group
Iowa
$102M -$5.88M -37,451 -6%
Primecap Management
25
Primecap Management
California
$102M -$667K -4,250 -0.7%