IEX icon

IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
226
Raymond James Trust
Florida
$409K -$27.1K -290 -6%
William Blair & Company
227
William Blair & Company
Illinois
$389K -$33.3K -356 -8%
PAM
228
Panagora Asset Management
Massachusetts
$384K -$989K -10,584 -72%
JIC
229
Johnson Investment Counsel
Ohio
$384K -$4.67K -50 -1%
SAM
230
Silphium Asset Management
United Kingdom
$374K +$374K +4,000 New
SSA
231
Schonfeld Strategic Advisors
New York
$371K +$371K +3,962 New
Two Sigma Investments
232
Two Sigma Investments
New York
$369K +$52.4K +560 +17%
FA
233
Fagan Associates
New York
$367K – – –
CTC
234
Central Trust Company
Missouri
$357K -$19.9K -213 -5%
JG
235
Jefferies Group
New York
$333K -$55.3K -591 -14%
YMRC
236
Yorktown Management & Research Company
Virginia
$309K – – –
SWM
237
Segment Wealth Management
Texas
$301K – – –
GXMC
238
Global X Management Company
New York
$298K +$298K +3,186 New
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$297K -$21.8K -233 -7%
TH
240
Timber Hill
Connecticut
$280K +$280K +2,994 New
GIA
241
Gateway Investment Advisers
Ohio
$278K +$15.7K +168 +6%
CSS
242
Cubist Systematic Strategies
Connecticut
$268K -$2.91M -31,054 -92%
SEC
243
Seven Eight Capital
New York
$262K -$206K -2,200 -44%
Verition Fund Management
244
Verition Fund Management
Connecticut
$262K +$262K +2,802 New
TRCT
245
Tower Research Capital (TRC)
New York
$254K -$123K -1,319 -33%
MCM
246
McKinley Capital Management
Alaska
$253K -$10.3K -110 -4%
BMM
247
Buffington Mohr McNeal
Idaho
$250K -$755K -8,075 -75%
GCA
248
Gideon Capital Advisors
New York
$247K -$80.7K -862 -25%
SFM
249
Soros Fund Management
New York
$244K +$244K +2,604 New
UCFA
250
United Capital Financial Advisors
Texas
$240K -$41K -437 -15%
8 9
10
11 12