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IDEX
IEX

Overview Fund Activity

271 hedge funds and large institutions have $6.03B invested in IDEX in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-8
Holders Change %
-2.87%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
81
Reduced
121
Closed
30
Calls
$6.1M
Puts
$3.99M
Net Calls
+$2.11M
Net Calls Change
-$937K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$245M
2
ACM
2
Atlanta Capital Management
Georgia
$238M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$821M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$27.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M
2
GAM
2
Gotham Asset Management
New York
$2.26M
3
Prudential Financial
3
Prudential Financial
New Jersey
$3.96M
4
EAM
4
Edge Asset Management
Washington
$25.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
251
Wealthfront
California
$15K +$13K +171 +658%
SCA
252
Strategic Capital Alternatives
United States
$15K +$15K +185 New
Simplex Trading
253
Simplex Trading
Illinois
$15K +$15K +192 New
AWM
254
AllSquare Wealth Management
New York
$14K +$14K +175 New
PSC
255
Prentiss Smith & Co
Vermont
$13K -$6.12K -80 -32%
GAM
256
Gemmer Asset Management
California
$12K – – –
AIM
257
Advantage Investment Management
Iowa
$12K – – –
WCBA
258
Weaver C. Barksdale & Associates
Tennessee
$10K – – –
FHA
259
First Horizon Advisors
Tennessee
$9K -$5.3K -73 -37%
Manulife (Manufacturers Life Insurance)
260
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.16K +$222 +2,826 +3%
WRM
261
Westport Resources Management
Connecticut
$7K – – –
KT
262
Kanaly Trust
Texas
$7K +$7K +86 New
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$6.78K – – –
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$6.93K -82 -54%
ASN
265
Advisory Services Network
Georgia
$5K – – –
UFA
266
US Financial Advisors
Massachusetts
$5K +$5K +69 New
MFS
267
MSI Financial Services
Massachusetts
$3K +$83 +1 +3%
ANBT
268
American National Bank & Trust
Texas
$3K +$3K +36 New
Nuveen Asset Management
269
Nuveen Asset Management
Illinois
$2.56K -$56 -711 -2%
TWA
270
TCI Wealth Advisors
Arizona
$2K +$2K +21 New
TCA
271
Tortoise Capital Advisors
Kansas
$2K +$2K +29 New
TFO
272
Tarbox Family Office
California
$1K – – –
ESCM
273
Echo Street Capital Management
New York
– -$7.18M -94,717 Closed
FIM
274
Foresters Investment Management
New York
– -$4.55M -60,000 Closed
Capital Fund Management (CFM)
275
Capital Fund Management (CFM)
France
– -$4.07M -53,700 Closed
9 10
11
12 13