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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.79B invested in IDEX in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-13
Holders Change %
-4.45%
% of All Funds
7.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
96
Reduced
109
Closed
32
Calls
$6.15M
Puts
$3.11M
Net Calls
+$3.04M
Net Calls Change
+$3.42M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$161M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$96M
3
Vanguard Group
Vanguard Group
Pennsylvania
$387M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$764M
5
EAM
Edge Asset Management
Washington
$34M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$17.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$135M
4
CGT
Capital Guardian Trust
California
$73.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
251
Quantbot Technologies
New York
$76K +$76K +1,012 New
Fuller & Thaler Asset Management
252
Fuller & Thaler Asset Management
California
$68K – – –
SEI Investments
253
SEI Investments
Pennsylvania
$63K -$7.19K -97 -10%
FNBT
254
FineMark National Bank & Trust
Florida
$56K +$17.4K +229 +45%
PCM
255
Prelude Capital Management
New York
$38K -$38K -500 -50%
OC
256
Oakworth Capital
Alabama
$23K – – –
PSC
257
Prentiss Smith & Co
Vermont
$19K – – –
LNB
258
Ledyard National Bank
$16K – – –
PMFA
259
Plante Moran Financial Advisors
Michigan
$16K – – –
Bessemer Group
260
Bessemer Group
New Jersey
$15K -$29.3K -390 -66%
FHA
261
First Horizon Advisors
Tennessee
$15K +$76 +1 +0.5%
ZB
262
Zions Bancorporation
Utah
$15K +$15K +200 New
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
AIM
265
Advantage Investment Management
Iowa
$12K – – –
GAM
266
Gemmer Asset Management
California
$11K – – –
WCBA
267
Weaver C. Barksdale & Associates
Tennessee
$9K – – –
Manulife (Manufacturers Life Insurance)
268
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.66K -$41 -547 -0.5%
FNYS
269
First New York Securities
New York
$7.58K +$7.58K +100 New
WRM
270
Westport Resources Management
Connecticut
$7K – – –
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$6.37K – – –
ASN
272
Advisory Services Network
Georgia
$5K -$2.12K -28 -30%
BPBT
273
Boston Private Bank & Trust
Massachusetts
$5K – – –
Acadian Asset Management
274
Acadian Asset Management
Massachusetts
$5K +$5K +71 New
MFS
275
MSI Financial Services
Massachusetts
$3K – – –
9 10
11
12 13