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IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$386M
2
BlackRock
BlackRock
New York
$790M
3
State Street
State Street
Massachusetts
$271M
4
Principal Financial Group
Principal Financial Group
Iowa
$102M
5
Prudential Financial
Prudential Financial
New Jersey
$41.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$242M
2
CGT
Capital Guardian Trust
California
$30.6M
3
ACM
Atlanta Capital Management
Georgia
$380M
4
SAM
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
Morgan Stanley
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Snowden Capital Advisors
New York
$460K +$40.5K +358 +10%
AQR Capital Management
227
AQR Capital Management
Connecticut
$455K +$46K +407 +11%
TAM
228
Tyers Asset Management
Texas
$454K +$150K +1,328 +49%
FA
229
Fagan Associates
New York
$444K – – –
SWM
230
Segment Wealth Management
Texas
$434K +$70.2K +622 +19%
RJT
231
Raymond James Trust
Florida
$432K -$16.5K -146 -4%
GIA
232
Gateway Investment Advisers
Ohio
$415K -$48.9K -433 -11%
EMG
233
Ellington Management Group
Connecticut
$407K +$407K +3,600 New
TH
234
Timber Hill
Connecticut
$395K -$108K -959 -22%
FB
235
Fulton Bank
Pennsylvania
$386K -$62.7K -555 -14%
BLA
236
Balter Liquid Alternatives
Massachusetts
$384K +$384K +3,402 New
Nordea Investment Management
237
Nordea Investment Management
Sweden
$377K +$377K +3,339 New
GH
238
GAM Holding
Switzerland
$374K +$374K +3,307 New
YMRC
239
Yorktown Management & Research Company
Virginia
$373K – – –
OI
240
Oakbrook Investments
Illinois
$367K +$367K +3,250 New
ASN
241
Advisory Services Network
Georgia
$356K +$50.9K +451 +17%
CI
242
Cigna Investments
Connecticut
$350K -$12.3K -109 -3%
PAM
243
Panagora Asset Management
Massachusetts
$344K – – –
TAF
244
Tredje AP-fonden
Sweden
$341K +$341K +3,020 New
B
245
Barings
North Carolina
$339K +$339K +3,000 New
TI
246
Turner Investments
Pennsylvania
$339K +$339K +3,000 New
RJFSA
247
Raymond James Financial Services Advisors
Florida
$338K +$338K +2,990 New
RCM
248
Riverhead Capital Management
Delaware
$327K +$113K +997 +52%
CTC
249
Central Trust Company
Missouri
$324K -$31.9K -282 -9%
Creative Planning
250
Creative Planning
Kansas
$319K +$158K +1,401 +99%
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