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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.03B invested in IDEX in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
79
Reduced
138
Closed
36
Calls
$139K
Puts
$512K
Net Calls
-$373K
Net Calls Change
-$105K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M
2
Capital International Investors
2
Capital International Investors
California
$57.1M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$39.5M
4
BAMCO Inc
4
BAMCO Inc
New York
$38.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$65.1M

Top Sellers

1
SGAM
1
Smith Group Asset Management
Texas
$0
2
Jennison Associates
2
Jennison Associates
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.77M
5
Charles Schwab
5
Charles Schwab
California
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
Estabrook Capital Management
New York
$136K – – –
HNB
252
Huntington National Bank
Ohio
$114K +$114K +1,461 New
LS
253
Lupo Securities
Illinois
$98.7K +$98.7K +1,268 New
WTB
254
Washington Trust Bank
Washington
$96K – – –
PAM
255
Paradigm Asset Management
New York
$86.4K – – –
IMAS
256
ID Management A/S
Denmark
$84K – – –
PCM
257
Prelude Capital Management
New York
$78K +$39K +500 +100%
SEI Investments
258
SEI Investments
Pennsylvania
$73K +$73K +947 New
Fuller & Thaler Asset Management
259
Fuller & Thaler Asset Management
California
$70K -$38.9K -500 -36%
Walleye Trading
260
Walleye Trading
New York
$64K -$16.6K -214 -21%
MWP
261
MYCIO Wealth Partners
Pennsylvania
$48K +$48K +618 New
Bessemer Group
262
Bessemer Group
New Jersey
$46K +$46K +590 New
DADC
263
D.A. Davidson & Co
Montana
$45K -$7.9K -103 -15%
FNBT
264
FineMark National Bank & Trust
Florida
$40K -$3.92K -50 -9%
UOTTAIMCU
265
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25K +$25K +320 New
OC
266
Oakworth Capital
Alabama
$24K – – –
PSC
267
Prentiss Smith & Co
Vermont
$19K – – –
PMFA
268
Plante Moran Financial Advisors
Michigan
$17K – – –
LNB
269
Ledyard National Bank
$16K – – –
FHA
270
First Horizon Advisors
Tennessee
$15K +$77 +1 +0.5%
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$14K -$4.31K -57 -24%
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$7.77K -99 -39%
GAM
273
Gemmer Asset Management
California
$12K – – –
AIM
274
Advantage Investment Management
Iowa
$12K +$12K +153 New
WCBA
275
Weaver C. Barksdale & Associates
Tennessee
$10K – – –
9 10
11
12 13