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IDEX
IEX

Overview Fund Activity

305 hedge funds and large institutions have $5.62B invested in IDEX in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
78
Reduced
140
Closed
24
Calls
$534K
Puts
$802K
Net Calls
-$268K
Net Calls Change
-$541K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$266M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$39.3M
3
Capital International Investors
3
Capital International Investors
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.7M
5
Northern Trust
5
Northern Trust
Illinois
$59.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$119M
2
Norges Bank
2
Norges Bank
Norway
$48.3M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$39.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
251
Envestnet Asset Management
Illinois
$271K -$3.98K -55 -1%
AP
252
AHL Partners
United Kingdom
$243K +$243K +3,351 New
YMRC
253
Yorktown Management & Research Company
Virginia
$239K -$86.9K -1,200 -27%
SWM
254
Segment Wealth Management
Texas
$233K – – –
HIMCH
255
Hartford Investment Management Co (HIMCO)
Connecticut
$226K +$6.01K +83 +3%
HighTower Advisors
256
HighTower Advisors
Illinois
$223K +$145 +2 +0.1%
BUB
257
BBVA USA Bancshares
Texas
$220K -$2.75K -38 -1%
IRS
258
Invictus RG (Singapore)
Singapore
$217K +$217K +3,000 New
CS
259
Comerica Securities
Michigan
$217K +$217K +3,005 New
CIM
260
Calvert Investment Management
Maryland
$213K +$213K +2,938 New
GCP
261
GSA Capital Partners
United Kingdom
$211K -$273K -3,778 -56%
Teacher Retirement System of Texas
262
Teacher Retirement System of Texas
Texas
$210K -$5.35K -74 -2%
AMCA
263
Arthur M. Cohen & Associates
Illinois
$207K +$207K +1,700 New
SI
264
Stephens Inc
Arkansas
$204K -$1.16K -16 -0.6%
US Bancorp
265
US Bancorp
Minnesota
$175K +$40.5K +558 +30%
IA
266
IndexIQ Advisors
New York
$130K -$831K -11,497 -86%
WAM
267
Wallington Asset Management
Indiana
$130K – – –
OMCS
268
Old Mutual Customised Solutions
South Africa
$130K – – –
VFA
269
Virtus Fund Advisers
Connecticut
$129K -$610K -8,432 -83%
ECM
270
Estabrook Capital Management
New York
$127K -$36.2K -500 -22%
Fuller & Thaler Asset Management
271
Fuller & Thaler Asset Management
California
$101K -$64.9K -900 -39%
WTB
272
Washington Trust Bank
Washington
$89K – – –
PAM
273
Paradigm Asset Management
New York
$80.3K -$7.24K -100 -8%
IC
274
IKOS CIF
Cyprus
$78K +$78K +1,075 New
IMAS
275
ID Management A/S
Denmark
$78K +$78K +1,084 New
9 10
11
12 13