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IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.2M
2
CIP
2
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M
5
O
5
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
226
LS Investment Advisors
Michigan
$402K +$178K +2,166 +79%
SWP
227
Stratos Wealth Partners
Ohio
$401K – – –
FBNAT
228
FirstMerit Bank N.A. Trustee
Ohio
$398K – – –
SYBT
229
Stock Yards Bank & Trust
Kentucky
$384K – – –
RJT
230
Raymond James Trust
Florida
$383K +$2.96K +36 +0.8%
Capstone Investment Advisors
231
Capstone Investment Advisors
New York
$377K -$123K -1,500 -25%
William Blair & Company
232
William Blair & Company
Illinois
$371K +$2.63K +32 +0.7%
CCM
233
Chilton Capital Management
Texas
$359K +$101K +1,225 +39%
B
234
Barings
North Carolina
$357K +$357K +4,350 New
EGM
235
Engineers Gate Manager
New York
$345K +$345K +4,200 New
JIC
236
Johnson Investment Counsel
Ohio
$341K -$24.6K -300 -7%
JG
237
Jefferies Group
New York
$341K +$9.37K +114 +3%
MPI
238
Mairs & Power Inc
Minnesota
$334K – – –
CTC
239
Central Trust Company
Missouri
$331K -$13.5K -164 -4%
TRCT
240
Tower Research Capital (TRC)
New York
$331K +$227K +2,771 +219%
WAM
241
World Asset Management
Michigan
$326K +$20.3K +247 +7%
HNB
242
Huntington National Bank
Ohio
$325K +$202K +2,456 +164%
FA
243
Fagan Associates
New York
$322K – – –
HighTower Advisors
244
HighTower Advisors
Illinois
$321K -$524K -6,398 -62%
GCA
245
Gideon Capital Advisors
New York
$287K +$71.9K +876 +33%
AAM
246
Advisors Asset Management
Colorado
$280K -$22.2K -270 -7%
WAM
247
Wealthspire Advisors (Maryland)
Maryland
$280K -$2.38K -29 -0.8%
Two Sigma Investments
248
Two Sigma Investments
New York
$277K -$2.3M -28,065 -89%
SCM
249
Sterling Capital Management
North Carolina
$272K +$272K +3,313 New
YMRC
250
Yorktown Management & Research Company
Virginia
$271K – – –
8 9
10
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