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IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$231K – – –
GCP
252
GSA Capital Partners
United Kingdom
$228K -$5.8K -62 -2%
SI
253
Stephens Inc
Arkansas
$224K -$16.7K -179 -7%
USAA
254
United Services Automobile Association
Texas
$216K +$216K +2,307 New
DekaBank Deutsche Girozentrale
255
DekaBank Deutsche Girozentrale
Germany
$214K – – –
ZIM
256
Zacks Investment Management
Illinois
$210K +$210K +2,240 New
SF
257
Synovus Financial
Georgia
$204K -$16.6K -177 -8%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$201K +$201K +2,152 New
ST
259
Smithfield Trust
Pennsylvania
$189K +$75.8K +810 +67%
PRS
260
Pinkerton Retirement Specialists
Idaho
$181K -$11.1K -119 -6%
Walleye Trading
261
Walleye Trading
New York
$177K -$369K -3,944 -68%
US Bancorp
262
US Bancorp
Minnesota
$174K +$11.5K +123 +7%
AAM
263
Advisors Asset Management
Colorado
$168K -$150K -1,606 -47%
ECM
264
Estabrook Capital Management
New York
$164K – – –
PCM
265
Penserra Capital Management
California
$161K +$78.5K +842 +95%
RCM
266
Riverhead Capital Management
Delaware
$159K -$340K -3,637 -68%
TG
267
TLP Group
Illinois
$127K -$531K -5,686 -81%
Twin Tree Management
268
Twin Tree Management
Texas
$124K -$426K -4,533 -77%
Creative Planning
269
Creative Planning
Kansas
$124K +$46.9K +502 +61%
WTB
270
Washington Trust Bank
Washington
$116K -$2.71K -29 -2%
PAM
271
Paradigm Asset Management
New York
$94.6K – – –
AG
272
Advisor Group
Arizona
$70K -$5.14K -56 -7%
IIC
273
Integrated Investment Consultants
Michigan
$66K – – –
MFS
274
MSI Financial Services
Massachusetts
$57K +$187 +2 +0.3%
DADC
275
D.A. Davidson & Co
Montana
$54K – – –
9 10
11
12 13