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IDEX
IEX

Overview Fund Activity

276 hedge funds and large institutions have $5.46B invested in IDEX in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
23
Increased
94
Reduced
106
Closed
16
Calls
$5.02M
Puts
$1.75M
Net Calls
+$3.27M
Net Calls Change
+$1.16M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$286M
2
Bessemer Group
2
Bessemer Group
New Jersey
$42.3M
3
Capital World Investors
3
Capital World Investors
California
$258M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$23.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.6M
2
WA
2
Wasatch Advisors
Utah
$6.47M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$246M
5
FPA
5
First Pacific Advisors
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
226
Canada Pension Plan Investment Board
Ontario, Canada
$214K -$5.5M -77,100 -96%
AIM
227
Ada Investment Management
New York
$210K +$210K +2,934 New
ZIM
228
Zacks Investment Management
Illinois
$203K -$84.4K -1,186 -29%
LIA
229
LS Investment Advisors
Michigan
$182K +$713 +10 +0.4%
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$164K – – –
US Bancorp
231
US Bancorp
Minnesota
$138K -$21.8K -307 -14%
OMCS
232
Old Mutual Customised Solutions
South Africa
$128K – – –
ECM
233
Estabrook Capital Management
New York
$125K – – –
Fuller & Thaler Asset Management
234
Fuller & Thaler Asset Management
California
$121K +$78.3K +1,100 +183%
SG Americas Securities
235
SG Americas Securities
New York
$107K -$493K -6,907 -82%
WTB
236
Washington Trust Bank
Washington
$88K – – –
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$88K -$402K -5,644 -82%
DADC
238
D.A. Davidson & Co
Montana
$86K -$28.5K -404 -25%
PAM
239
Paradigm Asset Management
New York
$79.1K – – –
FNBT
240
FineMark National Bank & Trust
Florida
$35K -$8.93K -124 -20%
QCG
241
Quadrant Capital Group
Ohio
$34K -$556 -8 -2%
W
242
Wealthfront
California
$27K +$12.8K +178 +90%
AWM
243
AllSquare Wealth Management
New York
$26K +$13.7K +196 +112%
OC
244
Oakworth Capital
Alabama
$22K – – –
VFA
245
Virtus Fund Advisers
Connecticut
$20K – – –
RFS
246
Rockefeller Financial Services
New York
$18K +$18K +255 New
PMFA
247
Plante Moran Financial Advisors
Michigan
$15K – – –
LNB
248
Ledyard National Bank
$15K – – –
ZB
249
Zions Bancorporation
Utah
$15K +$15K +200 New
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
8 9
10
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