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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.79B invested in IDEX in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-13
Holders Change %
-4.45%
% of All Funds
7.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
96
Reduced
109
Closed
32
Calls
$6.15M
Puts
$3.11M
Net Calls
+$3.04M
Net Calls Change
+$3.42M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$161M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$96M
3
Vanguard Group
Vanguard Group
Pennsylvania
$387M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$764M
5
EAM
Edge Asset Management
Washington
$34M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$17.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$135M
4
CGT
Capital Guardian Trust
California
$73.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
226
Central Trust Company
Missouri
$352K -$18.4K -242 -5%
NV
227
Nair Vinay
$332K +$332K +4,376 New
HighTower Advisors
228
HighTower Advisors
Illinois
$330K +$94.8K +1,209 +40%
FA
229
Fagan Associates
New York
$309K -$222K -2,925 -42%
MPI
230
Mairs & Power Inc
Minnesota
$309K – – –
CB
231
Commerce Bank
Missouri
$285K -$38.5K -509 -12%
VKH
232
Virtu KCG Holdings
New York
$285K +$285K +3,758 New
CIM
233
Calvert Investment Management
Maryland
$257K +$31.8K +419 +14%
KBC Group
234
KBC Group
Belgium
$254K – – –
YMRC
235
Yorktown Management & Research Company
Virginia
$250K – – –
SWM
236
Segment Wealth Management
Texas
$244K – – –
DTL
237
Dynamic Technology Lab
Singapore
$243K +$243K +3,202 New
BUB
238
BBVA USA Bancshares
Texas
$222K +$6K +79 +3%
SI
239
Stephens Inc
Arkansas
$214K +$1.06K +14 +0.5%
D.E. Shaw & Co
240
D.E. Shaw & Co
New York
$211K +$6.44K +85 +3%
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
$182K -$1.59K -21 -0.9%
SG Americas Securities
242
SG Americas Securities
New York
$178K -$280K -3,700 -61%
US Bancorp
243
US Bancorp
Minnesota
$152K -$227 -3 -0.1%
OMCS
244
Old Mutual Customised Solutions
South Africa
$136K – – –
ECM
245
Estabrook Capital Management
New York
$133K – – –
VFA
246
Virtus Fund Advisers
Connecticut
$123K -$12.1K -160 -9%
HNB
247
Huntington National Bank
Ohio
$114K +$2.82K +37 +3%
DADC
248
D.A. Davidson & Co
Montana
$109K +$64.8K +862 +147%
WTB
249
Washington Trust Bank
Washington
$93K – – –
PAM
250
Paradigm Asset Management
New York
$84.2K – – –
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