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IDEX
IEX

Overview Fund Activity

325 hedge funds and large institutions have $6.74B invested in IDEX in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+12
Holders Change %
+3.83%
% of All Funds
8.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
47
Increased
105
Reduced
113
Closed
30
Calls
$765K
Puts
$1.54M
Net Calls
-$775K
Net Calls Change
+$150K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M
3
Ameriprise
3
Ameriprise
Minnesota
$36.8M
4
BFA
4
BlackRock Fund Advisors
California
$263M
5
BIT
5
BlackRock Institutional Trust
California
$212M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$738M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$148M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$86.3M
4
Wells Fargo
4
Wells Fargo
California
$20.1M
5
O
5
OppenheimerFunds
New York
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$408K +$33.5K +372 +9%
MCIM
227
Meadow Creek Investment Management
Georgia
$393K +$393K +4,368 New
FB
228
Fulton Bank
Pennsylvania
$384K -$47.7K -529 -11%
PAM
229
Panagora Asset Management
Massachusetts
$370K – – –
RJT
230
Raymond James Trust
Florida
$357K -$36.5K -406 -9%
FA
231
Fagan Associates
New York
$353K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$352K -$167K -1,861 -32%
JIC
233
Johnson Investment Counsel
Ohio
$343K -$27K -300 -7%
Walleye Trading
234
Walleye Trading
New York
$339K +$168K +1,869 +99%
AAM
235
Advisors Asset Management
Colorado
$330K +$168K +1,859 +103%
BWAM
236
Boyd Watterson Asset Management
Ohio
$324K -$468K -5,200 -59%
CTC
237
Central Trust Company
Missouri
$324K -$20.1K -223 -6%
EP
238
Elkfork Partners
Oregon
$309K +$309K +3,432 New
YMRC
239
Yorktown Management & Research Company
Virginia
$297K – – –
Verition Fund Management
240
Verition Fund Management
Connecticut
$292K +$39.3K +436 +16%
VKH
241
Virtu KCG Holdings
New York
$290K -$399K -4,433 -58%
SWM
242
Segment Wealth Management
Texas
$290K – – –
N
243
Natixis
France
$288K +$288K +3,201 New
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$283K -$2.52K -28 -0.9%
BC
245
Brinker Capital
Pennsylvania
$273K +$273K +3,033 New
GIA
246
Gateway Investment Advisers
Ohio
$268K – – –
GXMC
247
Global X Management Company
New York
$255K -$31.8K -353 -11%
PRS
248
Pinkerton Retirement Specialists
Idaho
$252K +$77.6K +862 +45%
CI
249
Cigna Investments
Connecticut
$251K +$251K +2,782 New
GT
250
Glenview Trust
Kentucky
$250K +$250K +2,777 New
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