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IDEX
IEX

Overview Fund Activity

356 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
8.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
135
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$491M
2
Millennium Management
Millennium Management
New York
$17.8M
3
Morgan Stanley
Morgan Stanley
New York
$34.7M
4
O
OppenheimerFunds
New York
$17.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$35.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$938M
2
Primecap Management
Primecap Management
California
$96.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$178M
4
Capital International Investors
Capital International Investors
California
$86.1M
5
Prudential Financial
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
251
Nordea Investment Management
Sweden
$406K – – –
YMRC
252
Yorktown Management & Research Company
Virginia
$401K – – –
SAM
253
Shell Asset Management
Netherlands
$398K -$379K -3,122 -49%
FIM
254
Foresters Investment Management
New York
$391K +$105K +866 +37%
Toronto Dominion Bank
255
Toronto Dominion Bank
Ontario, Canada
$391K +$277K +2,284 +243%
RCM
256
Riverhead Capital Management
Delaware
$390K +$37.8K +311 +11%
ASN
257
Advisory Services Network
Georgia
$382K -$1.34K -11 -0.3%
FCBT
258
First Citizens Bank & Trust
North Carolina
$374K +$374K +3,080 New
CS
259
Candriam SCA
Luxembourg
$368K +$368K +3,026 New
IR
260
Invictus RG
Bermuda
$365K +$232K +1,909 +174%
CI
261
Cigna Investments
Connecticut
$364K -$12.8K -105 -3%
B
262
Barings
North Carolina
$364K – – –
TI
263
Turner Investments
Pennsylvania
$364K – – –
HW
264
Hancock Whitney
Mississippi
$364K +$364K +2,994 New
Creative Planning
265
Creative Planning
Kansas
$363K +$20.4K +168 +6%
JFG
266
Jefferies Financial Group
New York
$361K +$361K +2,976 New
RJFSA
267
Raymond James Financial Services Advisors
Florida
$346K -$17.5K -144 -5%
BMM
268
Buffington Mohr McNeal
Idaho
$343K – – –
TI
269
Trexquant Investment
Connecticut
$339K +$339K +2,791 New
GT
270
Glenview Trust
Kentucky
$337K – – –
GXMC
271
Global X Management Company
New York
$333K -$7.76K -64 -2%
FB
272
Fulton Bank
Pennsylvania
$317K -$98.1K -807 -24%
TAM
273
Tocqueville Asset Management
New York
$307K +$3.76K +31 +1%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$306K +$5.35K +44 +2%
WEC
275
Winslow Evans & Crocker
Massachusetts
$304K +$304K +2,500 New
9 10
11
12 13