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473 hedge funds and large institutions have $12.8B invested in IDEX in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $2.67M

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

3% more funds holding

Funds holding: 458473 (+15)

4% more capital invested

Capital invested by funds: $12.3B → $12.8B (+$493M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1.18% less ownership

Funds ownership: 98.83%97.65% (-1.2%)

Holders
473
Holders Change
+15
Holders Change %
+3.28%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
60
Increased
163
Reduced
171
Closed
35
Calls
$9.8M
Puts
$2.67M
Net Calls
+$7.14M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B +$7.16M +44,252 +0.5%
BlackRock
2
BlackRock
New York
$1.15B +$42M +259,471 +4%
Capital World Investors
3
Capital World Investors
California
$983M +$4.41M +27,224 +0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$922M +$4.91M +30,321 +0.6%
State Street
5
State Street
Massachusetts
$542M +$7.5M +46,334 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$435M -$3.48M -21,506 -0.8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$431M -$106M -653,901 -21%
ACM
8
Atlanta Capital Management
Georgia
$312M +$5.77M +35,657 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$267M -$21.7M -133,979 -8%
Impax Asset Management Group
10
Impax Asset Management Group
United Kingdom
$262M +$44M +272,178 +22%
Invesco
11
Invesco
Georgia
$239M -$82.6M -510,541 -27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$238M +$34.8M +214,848 +18%
JP Morgan Chase
13
JP Morgan Chase
New York
$211M -$22.5M -139,347 -10%
ClearBridge Investments
14
ClearBridge Investments
New York
$200M +$362K +2,236 +0.2%
CIP
15
Champlain Investment Partners
Vermont
$197M +$27.5M +170,140 +17%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$159M +$13.7M +84,355 +10%
Northern Trust
17
Northern Trust
Illinois
$145M -$1.39M -8,589 -1%
Norges Bank
18
Norges Bank
Norway
$124M +$498K +3,075 +0.4%
FAM
19
Fenimore Asset Management
New York
$122M -$131K -807 -0.1%
WRF
20
Waddell & Reed Financial
Kansas
$121M -$5.28M -32,612 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$118M -$1.56M -9,625 -1%
Barclays
22
Barclays
United Kingdom
$109M +$5.16M +31,894 +5%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$106M -$13.7M -84,368 -12%
Goldman Sachs
24
Goldman Sachs
New York
$105M -$14.7M -90,958 -13%
Bank of America
25
Bank of America
North Carolina
$101M +$4.31M +26,608 +5%