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IDEX
IEX

Overview Fund Activity

312 hedge funds and large institutions have $5.8B invested in IDEX in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
9.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
33
Increased
113
Reduced
120
Closed
18
Calls
$22.6M
Puts
$39.4M
Net Calls
-$16.9M
Net Calls Change
-$13M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$109M
2
GAM
2
Gotham Asset Management
New York
$29M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$167M
4
Northern Trust
4
Northern Trust
Illinois
$62M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$13.1M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$225M
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
WRF
3
Waddell & Reed Financial
Kansas
$104M
4
Goldman Sachs
4
Goldman Sachs
New York
$57.3M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$600K -$51.1K -701 -8%
USAA
227
United Services Automobile Association
Texas
$598K +$87.5K +1,200 +17%
VKH
228
Virtu KCG Holdings
New York
$596K +$596K +8,181 New
Citigroup
229
Citigroup
New York
$585K -$2.22M -30,527 -79%
RCG
230
Ruane, Cunniff & Goldfarb
New York
$582K – – –
WAM
231
World Asset Management
Michigan
$578K -$8.16K -112 -1%
BMO
232
Beck Mack & Oliver
New York
$574K – – –
IA
233
IndexIQ Advisors
New York
$557K +$170K +2,328 +44%
BOC
234
Barbara Oil Co
Illinois
$546K – – –
AI
235
Atria Investments
North Carolina
$543K +$5.32K +73 +1%
FA
236
Fagan Associates
New York
$539K +$539K +7,390 New
SYBT
237
Stock Yards Bank & Trust
Kentucky
$510K – – –
BWAM
238
Boyd Watterson Asset Management
Ohio
$508K -$40.1K -550 -7%
SGH
239
Schonfeld Group Holdings
New York
$507K +$507K +6,950 New
UCFA
240
United Capital Financial Advisors
Texas
$498K +$96.1K +1,318 +24%
American Century Companies
241
American Century Companies
Missouri
$497K +$497K +6,825 New
Two Sigma Advisers
242
Two Sigma Advisers
New York
$483K +$483K +6,628 New
Thrivent Financial for Lutherans
243
Thrivent Financial for Lutherans
Minnesota
$456K -$3.65K -50 -0.8%
RJT
244
Raymond James Trust
Florida
$447K +$1.24K +17 +0.3%
ZIM
245
Zacks Investment Management
Illinois
$439K -$34.1K -468 -7%
FA
246
FDx Advisors
Illinois
$434K +$5.32K +73 +1%
FP
247
Foundry Partners
Minnesota
$432K -$131K -1,795 -23%
FBNAT
248
FirstMerit Bank N.A. Trustee
Ohio
$429K +$43.3K +594 +11%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$426K +$16K +220 +4%
TH
250
Timber Hill
Connecticut
$386K +$57.6K +789 +18%
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