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IDEX
IEX

Overview Fund Activity

297 hedge funds and large institutions have $6.22B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
34
Increased
101
Reduced
113
Closed
28
Calls
$4.5M
Puts
$7.02M
Net Calls
-$2.52M
Net Calls Change
-$5.44M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$53.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$26.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$48.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$245M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$285K -$12.9K -155 -4%
MCM
227
McKinley Capital Management
Alaska
$283K -$40.6K -490 -13%
YMRC
228
Yorktown Management & Research Company
Virginia
$274K – – –
CSS
229
Cubist Systematic Strategies
Connecticut
$272K +$272K +3,276 New
SWM
230
Segment Wealth Management
Texas
$267K – – –
CCM
231
Chilton Capital Management
Texas
$261K +$261K +3,144 New
UCFA
232
United Capital Financial Advisors
Texas
$259K -$10K -121 -4%
SM
233
Sciencast Management
New Jersey
$240K +$240K +2,900 New
ESCM
234
Echo Street Capital Management
New York
$236K +$72.1K +872 +44%
GAM
235
Gotham Asset Management
New York
$229K +$229K +2,758 New
LIA
236
LS Investment Advisors
Michigan
$226K +$9.02K +109 +4%
BJ
237
BlackRock Japan
Japan
$217K +$217K +2,619 New
GCA
238
Gideon Capital Advisors
New York
$217K +$217K +2,623 New
SI
239
Stephens Inc
Arkansas
$213K +$213K +2,575 New
Jane Street
240
Jane Street
New York
$206K +$206K +2,481 New
USAA
241
United Services Automobile Association
Texas
$206K +$206K +2,484 New
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$205K +$205K +2,472 New
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$192K – – –
SF
244
Synovus Financial
Georgia
$192K +$59.3K +724 +45%
ST
245
Spot Trading
Illinois
$153K +$153K +1,851 New
OMCS
246
Old Mutual Customised Solutions
South Africa
$149K – – –
ECM
247
Estabrook Capital Management
New York
$145K – – –
US Bancorp
248
US Bancorp
Minnesota
$144K -$27.5K -333 -16%
CCA
249
Checchi Capital Advisers
California
$133K +$133K +1,599 New
GS
250
GAM Systematic
United Kingdom
$126K +$126K +1,519 New
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10
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