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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.31B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
27
Increased
95
Reduced
121
Closed
20
Calls
$55.7M
Puts
$61.1M
Net Calls
-$5.36M
Net Calls Change
-$5.31M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$143M
2
NFA
2
Nationwide Fund Advisors
Ohio
$28.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.1M
4
SAM
4
Southernsun Asset Management
Tennessee
$109M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$293M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
MA
2
MUFG Americas
New York
$3K
3
GCM
3
Geneva Capital Management
Wisconsin
$44.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
251
Rational Advisors
New York
$146K -$4.76K -73 -3%
US Bancorp
252
US Bancorp
Minnesota
$128K +$33.3K +509 +35%
OMCS
253
Old Mutual Customised Solutions
South Africa
$117K -$52K -800 -31%
WAM
254
Wallington Asset Management
Indiana
$117K – – –
Fuller & Thaler Asset Management
255
Fuller & Thaler Asset Management
California
$111K +$111K +1,700 New
HNB
256
Huntington National Bank
Ohio
$108K -$8.04K -123 -7%
Victory Capital Management
257
Victory Capital Management
Texas
$75K +$75K +1,164 New
JFGIW
258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K – – –
FNBT
259
FineMark National Bank & Trust
Florida
$42K +$30.7K +463 +271%
FHA
260
First Horizon Advisors
Tennessee
$38K – – –
PCM
261
Prelude Capital Management
New York
$36K +$36K +550 New
Jones Financial Companies
262
Jones Financial Companies
Missouri
$34K +$34K +526 New
PTC
263
Private Trust Company
Ohio
$23K -$518 -8 -2%
Bessemer Group
264
Bessemer Group
New Jersey
$23K +$23K +348 New
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$20K -$792 -12 -4%
PSC
266
Prentiss Smith & Co
Vermont
$16K – – –
WRM
267
Westport Resources Management
Connecticut
$16K – – –
PMFA
268
Plante Moran Financial Advisors
Michigan
$14K – – –
TRCT
269
Tower Research Capital (TRC)
New York
$14K +$14K +209 New
ST
270
SpiderRock Trading
Illinois
$13K – – –
RNS
271
Robert N. Shapiro
$10K – – –
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$5.56K +85 +125%
DADC
273
D.A. Davidson & Co
Montana
$9K -$49.1K -819 -85%
WCBA
274
Weaver C. Barksdale & Associates
Tennessee
$8K -$1.48K -23 -16%
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.81K +$96 +1,478 +1%
8 9 10
11
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