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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.31B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.

Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
27
Increased
95
Reduced
121
Closed
20
Calls
$55.7M
Puts
$61.1M
Net Calls
-$5.36M
Net Calls Change
-$5.31M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$143M
2
NFA
2
Nationwide Fund Advisors
Ohio
$28.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.1M
4
SAM
4
Southernsun Asset Management
Tennessee
$109M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$293M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
MA
2
MUFG Americas
New York
$3K
3
GCM
3
Geneva Capital Management
Wisconsin
$44.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
276
Creative Planning
Kansas
$5K 78 – –
MA
277
MUFG Americas
New York
$3K 39 -283,900 -100%
BC
278
Bartlett & Co
Ohio
$3K 46 +46 New
ECM
279
ETrade Capital Management
Virginia
$2K 36 +36 New
TWA
280
TCI Wealth Advisors
Arizona
$1K 21 – –
MIH
281
Madison Investment Holdings
Wisconsin
– – -500,659 Closed
PCM
282
Penn Capital Management
Pennsylvania
– – -170,524 Closed
Capital Fund Management (CFM)
283
Capital Fund Management (CFM)
France
– – -73,559 Closed
SCM
284
Stevens Capital Management
Pennsylvania
– – -49,645 Closed
PP
285
PDT Partners
New York
– – -20,366 Closed
SFP
286
Santa Fe Partners
New Mexico
– – -12,423 Closed
Arrowstreet Capital
287
Arrowstreet Capital
Massachusetts
– – -11,704 Closed
STC
288
SEI Trust Company
Pennsylvania
– – -10,500 Closed
NCCM
289
Nine Chapters Capital Management
New Jersey
– – -9,500 Closed
DCM
290
Dynamic Capital Management
Jersey
– – -9,300 Closed
FMA
291
Fiduciary Management Associates
Illinois
– – -8,270 Closed
AL
292
Airain Ltd
Guernsey
– – -5,618 Closed
CIC
293
Crawford Investment Counsel
Georgia
– – -5,550 Closed
NI
294
Numeric Investors
Massachusetts
– – -5,390 Closed
MSU
295
Maple Securities USA
New Jersey
– – -4,500 Closed
Walleye Trading
296
Walleye Trading
New York
– – -3,675 Closed
BJ
297
BlackRock Japan
Japan
– – -1,121 Closed
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
– – -68 Closed
SMA
299
Simply Money Advisors
Ohio
– – -56 Closed
MFS
300
MSI Financial Services
Massachusetts
– – -17 Closed
8 9 10 11
12