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IDEX
IEX

Overview Fund Activity

304 hedge funds and large institutions have $6.98B invested in IDEX in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-21
Holders Change %
-6.46%
% of All Funds
7.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
31
Increased
104
Reduced
112
Closed
44
Calls
$570K
Puts
$196K
Net Calls
+$374K
Net Calls Change
+$1.15M

Top Buyers

1
BlackRock
1
BlackRock
New York
$601M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$124M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$584M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$120M
5
ACM
5
Atlanta Capital Management
Georgia
$349M

Top Sellers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$6.05M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$126M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$34.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$756M
5
Credit Agricole
5
Credit Agricole
France
$813K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IndexIQ Advisors
New York
$361K -$1.8M -19,246 -83%
Tudor Investment Corp
227
Tudor Investment Corp
Connecticut
$352K +$352K +3,769 New
SCA
228
Snowden Capital Advisors
New York
$347K +$347K +3,710 New
EP
229
Elkfork Partners
Oregon
$346K +$24.7K +264 +8%
AQR Capital Management
230
AQR Capital Management
Connecticut
$339K -$805K -8,602 -70%
YMRC
231
Yorktown Management & Research Company
Virginia
$309K – – –
VIA
232
Vident Investment Advisory
Georgia
$304K +$304K +3,252 New
SWM
233
Segment Wealth Management
Texas
$301K – – –
CI
234
Cigna Investments
Connecticut
$300K +$40K +428 +15%
CTC
235
Central Trust Company
Missouri
$294K -$41.8K -447 -12%
AAM
236
Advisors Asset Management
Colorado
$288K -$54K -578 -16%
PAM
237
Panagora Asset Management
Massachusetts
$285K -$99.5K -1,063 -26%
SFM
238
Soros Fund Management
New York
$271K +$271K +2,900 New
GXMC
239
Global X Management Company
New York
$268K +$3.36K +36 +1%
GT
240
Glenview Trust
Kentucky
$260K – – –
ASN
241
Advisory Services Network
Georgia
$253K +$253K +2,702 New
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$252K -$42.5K -454 -14%
TAM
243
Tyers Asset Management
Texas
$251K +$17.9K +192 +8%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$250K -$116K -1,238 -32%
BMM
245
Buffington Mohr McNeal
Idaho
$250K – – –
US Bancorp
246
US Bancorp
Minnesota
$247K +$3.45K +37 +1%
BCM
247
BlueCrest Capital Management
Jersey
$236K +$236K +2,519 New
TAM
248
Tocqueville Asset Management
New York
$234K +$234K +2,500 New
MCM
249
McKinley Capital Management
Alaska
$233K – – –
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$231K – – –
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10
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