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IDEX
IEX

Overview Fund Activity

305 hedge funds and large institutions have $5.62B invested in IDEX in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
78
Reduced
140
Closed
24
Calls
$534K
Puts
$802K
Net Calls
-$268K
Net Calls Change
-$541K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$266M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$39.3M
3
Capital International Investors
3
Capital International Investors
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.7M
5
Northern Trust
5
Northern Trust
Illinois
$59.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$119M
2
Norges Bank
2
Norges Bank
Norway
$48.3M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$39.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
226
Citigroup
New York
$461K -$69K -953 -13%
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$452K – – –
Nomura Holdings
228
Nomura Holdings
Japan
$442K +$442K +6,062 New
SYBT
229
Stock Yards Bank & Trust
Kentucky
$435K – – –
FB
230
Fulton Bank
Pennsylvania
$434K +$4.92K +68 +1%
VKH
231
Virtu KCG Holdings
New York
$434K +$434K +5,999 New
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$427K +$4.2K +58 +1%
FBNAT
233
FirstMerit Bank N.A. Trustee
Ohio
$414K -$11.3K -156 -3%
OI
234
Oakbrook Investments
Illinois
$405K -$32.5K -450 -7%
BWAM
235
Boyd Watterson Asset Management
Ohio
$404K -$91.2K -1,259 -18%
FP
236
Foundry Partners
Minnesota
$389K -$27.9K -385 -7%
JG
237
Jefferies Group
New York
$379K -$175K -2,415 -32%
GIA
238
GHP Investment Advisors
Colorado
$366K – – –
CTC
239
Central Trust Company
Missouri
$356K +$20.6K +285 +6%
SWP
240
Stratos Wealth Partners
Ohio
$349K – – –
OA
241
OFI Advisors
Pennsylvania
$345K +$33.3K +461 +11%
PAM
242
Princeton Alpha Management
New Jersey
$334K +$334K +4,615 New
ZIM
243
Zacks Investment Management
Illinois
$333K -$47.9K -662 -13%
HCM
244
Highbridge Capital Management
New York
$329K – – –
BOH
245
Bank of Hawaii
Hawaii
$322K +$66.6K +920 +26%
Barclays
246
Barclays
United Kingdom
$316K -$2.17M -30,253 -87%
MPI
247
Mairs & Power Inc
Minnesota
$299K +$4.2K +58 +1%
CB
248
Commerce Bank
Missouri
$284K +$26.5K +366 +10%
ST
249
Spot Trading
Illinois
$283K +$283K +3,905 New
Two Sigma Advisers
250
Two Sigma Advisers
New York
$277K +$277K +3,828 New
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10
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