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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.31B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
27
Increased
95
Reduced
121
Closed
20
Calls
$55.7M
Puts
$61.1M
Net Calls
-$5.36M
Net Calls Change
-$5.31M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$143M
2
NFA
2
Nationwide Fund Advisors
Ohio
$28.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.1M
4
SAM
4
Southernsun Asset Management
Tennessee
$109M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$293M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
MA
2
MUFG Americas
New York
$3K
3
GCM
3
Geneva Capital Management
Wisconsin
$44.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Commerzbank Aktiengesellschaft
Germany
$398K -$47.3K -724 -11%
FBNAT
227
FirstMerit Bank N.A. Trustee
Ohio
$376K -$5.61K -86 -1%
RJT
228
Raymond James Trust
Florida
$373K -$7.83K -120 -2%
ACI
229
Advance Capital I
Michigan
$359K – – –
GCP
230
GSA Capital Partners
United Kingdom
$346K +$346K +5,300 New
Envestnet Asset Management
231
Envestnet Asset Management
Illinois
$341K -$91.6K -1,406 -21%
GIA
232
GHP Investment Advisors
Colorado
$330K +$21.2K +325 +7%
Two Sigma Investments
233
Two Sigma Investments
New York
$329K -$2.59M -39,738 -89%
TH
234
Timber Hill
Connecticut
$320K +$320K +4,907 New
SCM
235
Sterling Capital Management
North Carolina
$318K +$9.54K +146 +3%
AAM
236
Azzad Asset Management
Virginia
$305K – – –
OI
237
Oakbrook Investments
Illinois
$303K +$303K +4,650 New
YMRC
238
Yorktown Management & Research Company
Virginia
$294K – – –
CTC
239
Central Trust Company
Missouri
$293K +$1.83K +28 +0.6%
Citadel Advisors
240
Citadel Advisors
Florida
$290K +$290K +4,436 New
MPI
241
Mairs & Power Inc
Minnesota
$266K – – –
HighTower Advisors
242
HighTower Advisors
Illinois
$253K +$10.2K +156 +4%
RBC
243
Ronald Blue & Co
Georgia
$251K -$14.2K -217 -5%
IA
244
IndexIQ Advisors
New York
$251K +$115K +1,768 +85%
CB
245
Commerce Bank
Missouri
$241K +$241K +3,700 New
OA
246
OFI Advisors
Pennsylvania
$227K -$31.4K -482 -12%
SWM
247
Segment Wealth Management
Texas
$210K +$210K +3,221 New
LPL Financial
248
LPL Financial
California
$201K +$201K +3,046 New
IRS
249
Invictus RG (Singapore)
Singapore
$189K -$136K -2,082 -42%
ECM
250
Estabrook Capital Management
New York
$147K – – –
8 9
10
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