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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+16
Holders Change %
+5.8%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
97
Reduced
113
Closed
16
Calls
$6.34M
Puts
$3.42M
Net Calls
+$2.92M
Net Calls Change
-$344K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$847M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
5
Capital International Investors
Capital International Investors
California
$76.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
SAM
Southernsun Asset Management
Tennessee
$151M
3
FPA
First Pacific Advisors
California
$0
4
ACM
Atlanta Capital Management
Georgia
$295M
5
LM
Luminus Management
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
276
Gemmer Asset Management
California
$8K – – –
Manulife (Manufacturers Life Insurance)
277
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.61K -$109 -1,420 -1%
WRM
278
Westport Resources Management
Connecticut
$7K – – –
KT
279
Kanaly Trust
Texas
$7K – – –
MFS
280
MSI Financial Services
Massachusetts
$7K +$1.1K +14 +19%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$6.44K – – –
UFA
282
US Financial Advisors
Massachusetts
$5K – – –
ASN
283
Advisory Services Network
Georgia
$5K – – –
EFSCE
284
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
NFG
285
Next Financial Group
Texas
$5K +$5K +75 New
FNYS
286
First New York Securities
New York
$4.06K -$3.98K -52 -50%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +49 New
Nuveen Asset Management
288
Nuveen Asset Management
Illinois
$2.5K – – –
TCA
289
Tortoise Capital Advisors
Kansas
$2K – – –
TWA
290
TCI Wealth Advisors
Arizona
$2K – – –
TFO
291
Tarbox Family Office
California
$1K – – –
QI
292
QS Investors
New York
$1K +$1K +6 New
AssetMark Inc
293
AssetMark Inc
California
$1K +$875 +7 +700%
Capital Research Global Investors
294
Capital Research Global Investors
California
– -$270M -3,788,000 Closed
FPA
295
First Pacific Advisors
California
– -$28.9M -405,700 Closed
TI
296
Trexquant Investment
Connecticut
– -$1.93M -27,100 Closed
DCM
297
Dupont Capital Management
Delaware
– -$1.53M -21,400 Closed
SAM
298
Shell Asset Management
Netherlands
– -$1.15M -15,904 Closed
USAA
299
United Services Automobile Association
Texas
– -$224K -3,143 Closed
VAM
300
Visium Asset Management
New York
– -$221K -3,093 Closed
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