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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.03B invested in IDEX in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
79
Reduced
138
Closed
36
Calls
$139K
Puts
$512K
Net Calls
-$373K
Net Calls Change
-$105K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$772M
2
Capital International Investors
Capital International Investors
California
$57.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$39.5M
4
BAMCO Inc
BAMCO Inc
New York
$38.9M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$65.1M

Top Sellers

1
SGAM
Smith Group Asset Management
Texas
$0
2
Jennison Associates
Jennison Associates
New York
$106M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$140M
4
Morgan Stanley
Morgan Stanley
New York
$2.77M
5
Charles Schwab
Charles Schwab
California
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
276
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.91K -$303 -3,888 -4%
WRM
277
Westport Resources Management
Connecticut
$7K – – –
ASN
278
Advisory Services Network
Georgia
$7K +$7K +94 New
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$6.54K – – –
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
BPBT
281
Boston Private Bank & Trust
Massachusetts
$5K +$5K +66 New
RC
282
RegentAtlantic Capital
New Jersey
$4.28K +$4.28K +55 New
MFS
283
MSI Financial Services
Massachusetts
$3K +$2.57K +30 +600%
TRCT
284
Tower Research Capital (TRC)
New York
$3K +$3K +37 New
TWA
285
TCI Wealth Advisors
Arizona
$2K – – –
ECM
286
Exchange Capital Management
Michigan
$2K +$2K +31 New
PIA
287
Piedmont Investment Advisors
North Carolina
$1.25K – – –
CAM
288
ClariVest Asset Management
California
$1K – – –
TFO
289
Tarbox Family Office
California
$1K – – –
BRWA
290
B. Riley Wealth Advisors
Florida
$53 +$53 +686 New
SGAM
291
Smith Group Asset Management
Texas
– -$25.5M -352,090 Closed
Renaissance Technologies
292
Renaissance Technologies
New York
– -$6.42M -88,725 Closed
SCM
293
Stevens Capital Management
Pennsylvania
– -$5.01M -69,190 Closed
QI
294
QS Investors
New York
– -$4.18M -57,700 Closed
BIM
295
Bogle Investment Management
Massachusetts
– -$1.9M -26,300 Closed
SFU
296
Stonehage Fleming (UK)
United Kingdom
– -$1.85M -25,600 Closed
CCIA
297
Campbell & Co Investment Adviser
Maryland
– -$1.85M -25,529 Closed
DILH
298
Dai-ichi Life Holdings
Japan
– -$1.62M -22,435 Closed
GCA
299
Gideon Capital Advisors
New York
– -$1.46M -20,167 Closed
CIP
300
Convergence Investment Partners
Florida
– -$1.21M -16,710 Closed
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