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IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.2M
2
CIP
2
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M
5
O
5
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
276
Spot Trading
Illinois
$77K -$75.9K -919 -50%
PCM
277
Penserra Capital Management
California
$73K +$24.8K +301 +52%
Creative Planning
278
Creative Planning
Kansas
$68K +$35.5K +430 +109%
Nomura Asset Management
279
Nomura Asset Management
Japan
$68K +$68K +830 New
AG
280
Advisor Group
Arizona
$65K +$65K +818 New
IIC
281
Integrated Investment Consultants
Michigan
$63K +$1.07K +13 +2%
MFS
282
MSI Financial Services
Massachusetts
$50K +$23.3K +284 +87%
DADC
283
D.A. Davidson & Co
Montana
$47K -$14.1K -174 -23%
QCG
284
Quadrant Capital Group
Ohio
$41K +$1.22K +15 +3%
BJ
285
BlackRock Japan
Japan
$40K -$175K -2,132 -81%
FANJ
286
Financial Architects (New Jersey)
New Jersey
$35K +$35K +421 New
AWM
287
AllSquare Wealth Management
New York
$33K – – –
Fuller & Thaler Asset Management
288
Fuller & Thaler Asset Management
California
$33K – – –
KF
289
Krilogy Financial
Missouri
$30K – – –
IA
290
IFP Advisors
Florida
$27K +$27K +323 New
OC
291
Oakworth Capital
Alabama
$26K – – –
HPBT
292
High Point Bank & Trust
North Carolina
$22K – – –
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
BBHC
294
Brown Brothers Harriman & Co
New York
$20K +$20K +246 New
PCP
295
Proficio Capital Partners
Massachusetts
$19K +$717 +8 +4%
PMFA
296
Plante Moran Financial Advisors
Michigan
$17K – – –
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
LNB
298
Ledyard National Bank
$17K – – –
PSC
299
Prentiss Smith & Co
Vermont
$14K – – –
AIM
300
Advantage Investment Management
Iowa
$13K – – –
10 11
12
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