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IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
276
Quadrant Capital Group
Ohio
$46K – – –
FANJ
277
Financial Architects (New Jersey)
New Jersey
$39K – – –
NIT
278
NumerixS Investment Technologies
British Columbia, Canada
$37K -$222K -2,400 -86%
Fuller & Thaler Asset Management
279
Fuller & Thaler Asset Management
California
$37K – – –
IA
280
IFP Advisors
Florida
$35K +$4.93K +53 +16%
AWM
281
AllSquare Wealth Management
New York
$31K -$5.83K -63 -16%
KF
282
Krilogy Financial
Missouri
$29K -$4.83K -52 -14%
OC
283
Oakworth Capital
Alabama
$29K – – –
CG
284
Cutler Group
California
$29K +$29K +319 New
HPBT
285
High Point Bank & Trust
North Carolina
$25K – – –
BBHC
286
Brown Brothers Harriman & Co
New York
$23K – – –
LNB
287
Ledyard National Bank
$20K – – –
PMFA
288
Plante Moran Financial Advisors
Michigan
$20K – – –
PCP
289
Proficio Capital Partners
Massachusetts
$20K – – –
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
TCIM
291
TIAA CREF Investment Management
New York
$18.3K -$1.21K -12,948 -6%
Simplex Trading
292
Simplex Trading
Illinois
$17K +$17K +184 New
PSC
293
Prentiss Smith & Co
Vermont
$16K – – –
ZB
294
Zions Bancorporation
Utah
$16K +$15.9K +174 +17,400%
AIM
295
Advantage Investment Management
Iowa
$14K – – –
GAM
296
Gemmer Asset Management
California
$13K +$922 +10 +8%
VCM
297
Versant Capital Management
Arizona
$12K -$2.7K -29 -18%
ASN
298
Advisory Services Network
Georgia
$11K +$5K +55 +83%
WCBA
299
Weaver C. Barksdale & Associates
Tennessee
$10K – – –
VOYA Investment Management
300
VOYA Investment Management
Georgia
$9.99K -$1.21K -12,899 -11%
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