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IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.2M
2
CIP
2
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M
5
O
5
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Segment Wealth Management
Texas
$264K – – –
DT
252
Diversified Trust
Tennessee
$263K +$263K +3,198 New
UCFA
253
United Capital Financial Advisors
Texas
$246K -$10.5K -128 -4%
MCM
254
McKinley Capital Management
Alaska
$231K -$49.2K -600 -18%
NIT
255
NumerixS Investment Technologies
British Columbia, Canada
$230K +$230K +2,800 New
GIA
256
Gateway Investment Advisers
Ohio
$230K +$230K +2,805 New
GS
257
GAM Systematic
United Kingdom
$226K +$101K +1,237 +81%
DTL
258
Dynamic Technology Lab
Singapore
$220K +$220K +2,678 New
SI
259
Stephens Inc
Arkansas
$211K – – –
GCP
260
GSA Capital Partners
United Kingdom
$205K +$205K +2,499 New
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$203K – – –
Parallax Volatility Advisers
262
Parallax Volatility Advisers
California
$194K +$194K +2,364 New
SF
263
Synovus Financial
Georgia
$192K +$1.06K +13 +0.6%
DekaBank Deutsche Girozentrale
264
DekaBank Deutsche Girozentrale
Germany
$185K – – –
QT
265
Quantbot Technologies
New York
$181K +$181K +2,210 New
RCM
266
Riverhead Capital Management
Delaware
$171K -$283K -8,838 -62%
PRS
267
Pinkerton Retirement Specialists
Idaho
$169K +$169K +2,055 New
OMCS
268
Old Mutual Customised Solutions
South Africa
$148K – – –
ECM
269
Estabrook Capital Management
New York
$144K – – –
US Bancorp
270
US Bancorp
Minnesota
$143K – – –
CCA
271
Checchi Capital Advisers
California
$130K -$818 -10 -0.6%
WTB
272
Washington Trust Bank
Washington
$104K +$3.19K +39 +3%
ST
273
Smithfield Trust
Pennsylvania
$99K +$99K +1,210 New
PAM
274
Paradigm Asset Management
New York
$83K +$8.21K +100 +11%
PHK
275
Point72 Hong Kong
Hong Kong
$82K +$82K +1,000 New
9 10
11
12 13