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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.39B invested in IDEX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-20
Holders Change %
-6.41%
% of All Funds
8.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
16
Increased
89
Reduced
129
Closed
34
Calls
$667K
Puts
$394K
Net Calls
+$273K
Net Calls Change
+$17.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$196M
2
Norges Bank
2
Norges Bank
Norway
$108M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M
4
SAM
4
Southernsun Asset Management
Tennessee
$176M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Jennison Associates
2
Jennison Associates
New York
$220M
3
AI
3
Ariel Investments
Illinois
$44.9M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$17K – – –
LNB
277
Ledyard National Bank
$17K – – –
FHA
278
First Horizon Advisors
Tennessee
$14K +$72 +1 +0.5%
GAM
279
Gemmer Asset Management
California
$12K – – –
PTC
280
Private Trust Company
Ohio
$11K – – –
WCBA
281
Weaver C. Barksdale & Associates
Tennessee
$10K – – –
WRM
282
Westport Resources Management
Connecticut
$7K -$11.9K -153 -63%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$6.78K – – –
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$6K -$3.25K -39 -35%
MA
285
MUFG Americas
New York
$5K – – –
PIA
286
Piedmont Investment Advisors
North Carolina
$3.23K +$3.23K +40 New
TWA
287
TCI Wealth Advisors
Arizona
$2K – – –
CAM
288
ClariVest Asset Management
California
$1K – – –
CAW
289
Cornerstone Advisors (Washington)
Washington
$1K – – –
TFO
290
Tarbox Family Office
California
$1K – – –
WRF
291
Waddell & Reed Financial
Kansas
– -$104M -1,422,473 Closed
VAM
292
Visium Asset Management
New York
– -$7.85M -107,736 Closed
Two Sigma Investments
293
Two Sigma Investments
New York
– -$7.46M -102,281 Closed
CBOA
294
Commonwealth Bank of Australia
Australia
– -$5.69M -78,114 Closed
SCA
295
SAC Capital Advisors
Connecticut
– -$5.49M -75,370 Closed
Capital Fund Management (CFM)
296
Capital Fund Management (CFM)
France
– -$4.85M -66,597 Closed
CCIA
297
Campbell & Co Investment Adviser
Maryland
– -$4.01M -55,014 Closed
Nomura Holdings
298
Nomura Holdings
Japan
– -$2.17M -29,865 Closed
GCA
299
Gideon Capital Advisors
New York
– -$2.17M -29,696 Closed
PP
300
PDT Partners
New York
– -$2.04M -28,034 Closed
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