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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+16
Holders Change %
+5.8%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
97
Reduced
113
Closed
16
Calls
$6.34M
Puts
$3.42M
Net Calls
+$2.92M
Net Calls Change
-$344K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$847M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
5
Capital International Investors
Capital International Investors
California
$76.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
SAM
Southernsun Asset Management
Tennessee
$151M
3
FPA
First Pacific Advisors
California
$0
4
ACM
Atlanta Capital Management
Georgia
$295M
5
LM
Luminus Management
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
251
Fuller & Thaler Asset Management
California
$130K – – –
SF
252
Synovus Financial
Georgia
$124K +$124K +1,621 New
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$96K +$96K +1,247 New
WTB
254
Washington Trust Bank
Washington
$94K – – –
DADC
255
D.A. Davidson & Co
Montana
$72K -$20.2K -267 -22%
GBT
256
Grove Bank & Trust
Florida
$67K +$67K +870 New
PAM
257
Paradigm Asset Management
New York
$65.9K -$19.2K -250 -23%
SEC
258
Seven Eight Capital
New York
$61K +$61K +800 New
QCG
259
Quadrant Capital Group
Ohio
$36K – – –
Creative Planning
260
Creative Planning
Kansas
$33K +$26.4K +342 +402%
PCM
261
Penserra Capital Management
California
$32K +$32K +418 New
AWM
262
AllSquare Wealth Management
New York
$28K -$76 -1 -0.3%
IA
263
IFP Advisors
Florida
$26K +$26K +339 New
FNBT
264
FineMark National Bank & Trust
Florida
$24K -$13.9K -178 -37%
OC
265
Oakworth Capital
Alabama
$24K – – –
VFA
266
Virtus Fund Advisers
Connecticut
$22K – – –
LNB
267
Ledyard National Bank
$16K – – –
PMFA
268
Plante Moran Financial Advisors
Michigan
$16K – – –
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
ZB
270
Zions Bancorporation
Utah
$13K -$1.86K -25 -13%
PSC
271
Prentiss Smith & Co
Vermont
$13K – – –
VCM
272
Versant Capital Management
Arizona
$13K +$13K +173 New
AIM
273
Advantage Investment Management
Iowa
$12K – – –
WCBA
274
Weaver C. Barksdale & Associates
Tennessee
$8K -$1.09K -15 -12%
ACS
275
Archford Capital Strategies
Illinois
$8K – – –
9 10
11
12 13