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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+16
Holders Change %
+5.8%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
97
Reduced
113
Closed
16
Calls
$6.34M
Puts
$3.42M
Net Calls
+$2.92M
Net Calls Change
-$344K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$847M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
5
Capital International Investors
Capital International Investors
California
$76.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
SAM
Southernsun Asset Management
Tennessee
$151M
3
FPA
First Pacific Advisors
California
$0
4
ACM
Atlanta Capital Management
Georgia
$295M
5
LM
Luminus Management
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TG
226
TLP Group
Illinois
$311K +$311K +4,056 New
FA
227
Fagan Associates
New York
$301K – – –
MCM
228
McKinley Capital Management
Alaska
$299K -$31K -405 -9%
WAM
229
World Asset Management
Michigan
$290K +$11.4K +149 +4%
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$275K +$275K +3,590 New
BUB
231
BBVA USA Bancshares
Texas
$270K +$7.66K +100 +3%
PAM
232
Princeton Alpha Management
New Jersey
$267K +$267K +3,479 New
VKH
233
Virtu KCG Holdings
New York
$261K +$261K +3,407 New
DTL
234
Dynamic Technology Lab
Singapore
$260K +$260K +3,400 New
YMRC
235
Yorktown Management & Research Company
Virginia
$253K – – –
UCFA
236
United Capital Financial Advisors
Texas
$249K -$236K -3,079 -49%
SWM
237
Segment Wealth Management
Texas
$247K – – –
TAM
238
Tocqueville Asset Management
New York
$245K – – –
PRCM
239
Pine River Capital Management
Minnesota
$237K +$237K +3,100 New
ZIM
240
Zacks Investment Management
Illinois
$218K -$921 -12 -0.4%
GT
241
Glenview Trust
Kentucky
$213K +$213K +2,777 New
LIA
242
LS Investment Advisors
Michigan
$201K +$5.29K +69 +3%
Canada Pension Plan Investment Board
243
Canada Pension Plan Investment Board
Ontario, Canada
$184K -$46K -600 -20%
DekaBank Deutsche Girozentrale
244
DekaBank Deutsche Girozentrale
Germany
$177K – – –
IA
245
IndexIQ Advisors
New York
$171K -$275K -3,588 -62%
US Bancorp
246
US Bancorp
Minnesota
$159K +$10.2K +133 +7%
ESCM
247
Echo Street Capital Management
New York
$152K -$457K -5,954 -75%
OMCS
248
Old Mutual Customised Solutions
South Africa
$138K – – –
ECM
249
Estabrook Capital Management
New York
$134K – – –
CF
250
CenterStar Fund
Illinois
$131K – – –
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