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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.39B invested in IDEX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-20
Holders Change %
-6.41%
% of All Funds
8.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
16
Increased
89
Reduced
129
Closed
34
Calls
$667K
Puts
$394K
Net Calls
+$273K
Net Calls Change
+$17.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$196M
2
Norges Bank
2
Norges Bank
Norway
$108M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M
4
SAM
4
Southernsun Asset Management
Tennessee
$176M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Jennison Associates
2
Jennison Associates
New York
$220M
3
AI
3
Ariel Investments
Illinois
$44.9M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
226
Stock Yards Bank & Trust
Kentucky
$485K -$80.8K -1,000 -14%
FB
227
Fulton Bank
Pennsylvania
$479K +$90.3K +1,117 +23%
FBNAT
228
FirstMerit Bank N.A. Trustee
Ohio
$474K -$1.05K -13 -0.2%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$473K +$81 +1 +0%
FP
230
Foundry Partners
Minnesota
$465K -$12.9K -160 -3%
ZIM
231
Zacks Investment Management
Illinois
$425K -$61.1K -757 -13%
GIA
232
GHP Investment Advisors
Colorado
$408K – – –
SWP
233
Stratos Wealth Partners
Ohio
$389K +$389K +4,822 New
CTC
234
Central Trust Company
Missouri
$374K -$6.94K -86 -2%
Canada Life
235
Canada Life
Manitoba, Canada
$374K – – –
HCM
236
Highbridge Capital Management
New York
$367K +$367K +4,542 New
YMRC
237
Yorktown Management & Research Company
Virginia
$363K – – –
OA
238
OFI Advisors
Pennsylvania
$348K +$17K +210 +5%
WMSA
239
Weiss Multi-Strategy Advisers
New York
$346K -$568K -7,020 -62%
MPI
240
Mairs & Power Inc
Minnesota
$329K – – –
GC
241
Globeflex Capital
California
$315K – – –
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$307K -$5.9K -73 -2%
CB
243
Commerce Bank
Missouri
$287K -$11.5K -143 -4%
BOH
244
Bank of Hawaii
Hawaii
$285K -$719K -8,897 -72%
SWM
245
Segment Wealth Management
Texas
$260K – – –
ZDA
246
Zweig-DiMenna Associates
New York
$250K -$16.1K -200 -6%
HighTower Advisors
247
HighTower Advisors
Illinois
$249K +$4.93K +61 +2%
BUB
248
BBVA USA Bancshares
Texas
$249K +$24.9K +308 +11%
HIMCH
249
Hartford Investment Management Co (HIMCO)
Connecticut
$245K +$16.6K +206 +7%
Teacher Retirement System of Texas
250
Teacher Retirement System of Texas
Texas
$241K – – –
8 9
10
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