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IDEX
IEX

Overview Fund Activity

312 hedge funds and large institutions have $5.8B invested in IDEX in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
9.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
33
Increased
113
Reduced
120
Closed
18
Calls
$22.6M
Puts
$39.4M
Net Calls
-$16.9M
Net Calls Change
-$13M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$109M
2
GAM
2
Gotham Asset Management
New York
$29M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$167M
4
Northern Trust
4
Northern Trust
Illinois
$62M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$13.1M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$225M
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
WRF
3
Waddell & Reed Financial
Kansas
$104M
4
Goldman Sachs
4
Goldman Sachs
New York
$57.3M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
276
BBVA USA Bancshares
Texas
$202K +$202K +2,770 New
STC
277
SEI Trust Company
Pennsylvania
$182K -$109K -1,500 -38%
Fuller & Thaler Asset Management
278
Fuller & Thaler Asset Management
California
$168K +$43.8K +600 +35%
ECM
279
Estabrook Capital Management
New York
$164K – – –
US Bancorp
280
US Bancorp
Minnesota
$136K +$3.71K +51 +3%
WAM
281
Wallington Asset Management
Indiana
$131K – – –
OMCS
282
Old Mutual Customised Solutions
South Africa
$131K – – –
IRS
283
Invictus RG (Singapore)
Singapore
$124K -$292K -3,998 -70%
WTB
284
Washington Trust Bank
Washington
$90K +$90K +1,232 New
PAM
285
Paradigm Asset Management
New York
$88.2K – – –
QT
286
Quantbot Technologies
New York
$87K -$7.25K -100 -8%
Victory Capital Management
287
Victory Capital Management
Texas
$85K – – –
DADC
288
D.A. Davidson & Co
Montana
$62K – – –
FNBT
289
FineMark National Bank & Trust
Florida
$33K -$21.6K -299 -40%
OC
290
Oakworth Capital
Alabama
$23K – – –
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$20K -$1.64K -23 -8%
PSC
292
Prentiss Smith & Co
Vermont
$18K – – –
WRM
293
Westport Resources Management
Connecticut
$18K – – –
EFSCE
294
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$7.07K +99 +65%
PMFA
295
Plante Moran Financial Advisors
Michigan
$16K – – –
LNB
296
Ledyard National Bank
$15K – – –
FHA
297
First Horizon Advisors
Tennessee
$13K +$8.18K +122 +169%
GAM
298
Gemmer Asset Management
California
$11K +$11K +148 New
PTC
299
Private Trust Company
Ohio
$10K -$15.9K -218 -61%
WCBA
300
Weaver C. Barksdale & Associates
Tennessee
$9K -$378 -5 -4%
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12
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