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IDEX
IEX

Overview Fund Activity

297 hedge funds and large institutions have $6.22B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
34
Increased
101
Reduced
113
Closed
28
Calls
$4.5M
Puts
$7.02M
Net Calls
-$2.52M
Net Calls Change
-$5.44M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$53.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$26.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$48.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$245M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Acrospire Investment Management
Illinois
$17K +$17K +200 New
PCP
277
Proficio Capital Partners
Massachusetts
$17K +$17K +204 New
ZB
278
Zions Bancorporation
Utah
$14K – – –
PSC
279
Prentiss Smith & Co
Vermont
$14K – – –
RFS
280
Rockefeller Financial Services
New York
$14K +$14K +169 New
VCM
281
Versant Capital Management
Arizona
$13K -$548 -7 -4%
AIM
282
Advantage Investment Management
Iowa
$13K – – –
ACB
283
Aristotle Capital Boston
Massachusetts
$11K +$11K +129 New
GAM
284
Gemmer Asset Management
California
$10K +$1.68K +22 +20%
FNBT
285
FineMark National Bank & Trust
Florida
$9K -$17.7K -204 -66%
WCBA
286
Weaver C. Barksdale & Associates
Tennessee
$9K – – –
CG
287
Cutler Group
California
$8K +$8K +104 New
KT
288
Kanaly Trust
Texas
$7K – – –
CAW
289
Cornerstone Advisors (Washington)
Washington
$7K +$7K +85 New
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
UFA
291
US Financial Advisors
Massachusetts
$6K – – –
ASN
292
Advisory Services Network
Georgia
$5K – – –
Nuveen Asset Management
293
Nuveen Asset Management
Illinois
$2.55K -$156 -1,885 -6%
TWA
294
TCI Wealth Advisors
Arizona
$2K – – –
TCA
295
Tortoise Capital Advisors
Kansas
$2K – – –
TFO
296
Tarbox Family Office
California
$2K +$700 +7 +54%
QI
297
QS Investors
New York
$1K – – –
PCM
298
Penserra Capital Management
California
$47 +$13 +166 +40%
VBA
299
Van Berkom & Associates
Quebec, Canada
– -$34.7M -452,499 Closed
LM
300
Luminus Management
Texas
– -$10.3M -134,352 Closed
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12
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