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IDEX
IEX

Overview Fund Activity

312 hedge funds and large institutions have $5.8B invested in IDEX in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
9.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
33
Increased
113
Reduced
120
Closed
18
Calls
$22.6M
Puts
$39.4M
Net Calls
-$16.9M
Net Calls Change
-$13M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$109M
2
GAM
2
Gotham Asset Management
New York
$29M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$167M
4
Northern Trust
4
Northern Trust
Illinois
$62M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$13.1M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$225M
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
WRF
3
Waddell & Reed Financial
Kansas
$104M
4
Goldman Sachs
4
Goldman Sachs
New York
$57.3M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Sterling Capital Management
North Carolina
$378K +$20.6K +282 +6%
GIA
252
GHP Investment Advisors
Colorado
$368K – – –
IA
253
Icon Advisers
Colorado
$364K – – –
FB
254
Fulton Bank
Pennsylvania
$351K +$1.24K +17 +0.4%
SCM
255
Stux Capital Management
New York
$350K -$4.67M -64,000 -93%
CTC
256
Central Trust Company
Missouri
$344K +$12.2K +167 +4%
Canada Life
257
Canada Life
Manitoba, Canada
$337K – – –
YMRC
258
Yorktown Management & Research Company
Virginia
$328K – – –
OI
259
Oakbrook Investments
Illinois
$302K +$61.9K +850 +26%
OA
260
OFI Advisors
Pennsylvania
$299K +$28.6K +392 +11%
MPI
261
Mairs & Power Inc
Minnesota
$297K – – –
GC
262
Globeflex Capital
California
$284K -$24.6K -338 -8%
Envestnet Asset Management
263
Envestnet Asset Management
Illinois
$282K -$113K -1,550 -29%
CB
264
Commerce Bank
Missouri
$269K – – –
Acadian Asset Management
265
Acadian Asset Management
Massachusetts
$269K +$269K +3,685 New
HSBC Holdings
266
HSBC Holdings
United Kingdom
$246K +$39.6K +543 +19%
ZDA
267
Zweig-DiMenna Associates
New York
$241K +$241K +3,300 New
PCM
268
Prelude Capital Management
New York
$235K -$1.53K -21 -0.6%
SWM
269
Segment Wealth Management
Texas
$235K – – –
RBC
270
Ronald Blue & Co
Georgia
$227K -$25.7K -353 -10%
Verition Fund Management
271
Verition Fund Management
Connecticut
$222K +$222K +3,052 New
HighTower Advisors
272
HighTower Advisors
Illinois
$220K -$124K -1,704 -36%
Teacher Retirement System of Texas
273
Teacher Retirement System of Texas
Texas
$217K -$5.24K -72 -2%
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$206K +$1.24K +17 +0.6%
PM
275
Parametrica Management
Hong Kong
$206K +$206K +2,826 New
9 10
11
12 13