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IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$386M
2
BlackRock
2
BlackRock
New York
$790M
3
State Street
3
State Street
Massachusetts
$271M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$102M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$242M
2
CGT
2
Capital Guardian Trust
California
$30.6M
3
ACM
3
Atlanta Capital Management
Georgia
$380M
4
SAM
4
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GXMC
251
Global X Management Company
New York
$317K -$6.77K -60 -2%
GT
252
Glenview Trust
Kentucky
$314K – – –
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$304K – – –
BNP Paribas Asset Management
254
BNP Paribas Asset Management
France
$304K +$304K +2,689 New
BMM
255
Buffington Mohr McNeal
Idaho
$302K – – –
RQS
256
Ramsey Quantitative Systems
Kentucky
$297K -$264K -14,146 -47%
SYBT
257
Stock Yards Bank & Trust
Kentucky
$287K +$287K +2,536 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$284K -$17.9K -159 -6%
TAM
259
Tocqueville Asset Management
New York
$283K – – –
MCM
260
McKinley Capital Management
Alaska
$282K – – –
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$279K – – –
US Bancorp
262
US Bancorp
Minnesota
$274K -$25.1K -222 -8%
FIM
263
Foresters Investment Management
New York
$266K +$266K +2,351 New
PCM
264
Penserra Capital Management
California
$264K +$30.5K +270 +13%
USAA
265
United Services Automobile Association
Texas
$257K +$257K +2,275 New
HMS
266
Hanseatic Management Services
New Mexico
$255K +$255K +2,258 New
Jane Street
267
Jane Street
New York
$254K +$254K +2,250 New
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$254K +$254K +2,250 New
EOJOAM
269
E. Ohman J:or Asset Management
Sweden
$249K +$249K +2,200 New
ZIM
270
Zacks Investment Management
Illinois
$241K +$241K +2,130 New
BA
271
Bridgewater Associates
Connecticut
$236K +$236K +2,090 New
UCFA
272
United Capital Financial Advisors
Texas
$234K -$31.6K -280 -12%
Calamos Advisors
273
Calamos Advisors
Illinois
$214K +$214K +1,890 New
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$206K +$206K +1,823 New
DT
275
Diversified Trust
Tennessee
$205K -$45.3K -400 -18%
9 10
11
12 13