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IDEX
IEX

Overview Fund Activity

325 hedge funds and large institutions have $6.74B invested in IDEX in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+12
Holders Change %
+3.83%
% of All Funds
8.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
47
Increased
105
Reduced
113
Closed
30
Calls
$765K
Puts
$1.54M
Net Calls
-$775K
Net Calls Change
+$150K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M
3
Ameriprise
3
Ameriprise
Minnesota
$36.8M
4
BFA
4
BlackRock Fund Advisors
California
$263M
5
BIT
5
BlackRock Institutional Trust
California
$212M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$738M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$148M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$86.3M
4
Wells Fargo
4
Wells Fargo
California
$20.1M
5
O
5
OppenheimerFunds
New York
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIM
276
Jupiter Investment Management
United Kingdom
$63K +$63K +700 New
MFS
277
MSI Financial Services
Massachusetts
$55K +$90 +1 +0.2%
DADC
278
D.A. Davidson & Co
Montana
$51K -$531 -6 -1%
Acadian Asset Management
279
Acadian Asset Management
Massachusetts
$47K +$47K +527 New
BIG
280
Bellwether Investment Group
Tennessee
$46K +$46K +515 New
QCG
281
Quadrant Capital Group
Ohio
$44K -$263 -3 -0.6%
WPA
282
West Paces Advisors
Georgia
$41.4K +$41.4K +460 New
FANJ
283
Financial Architects (New Jersey)
New Jersey
$38K -$365 -4 -1%
AAP
284
Arax Advisory Partners
Colorado
$37K +$37K +414 New
Fuller & Thaler Asset Management
285
Fuller & Thaler Asset Management
California
$36K – – –
IA
286
IFP Advisors
Florida
$34K – – –
PCM
287
Prelude Capital Management
New York
$34K +$34K +374 New
PAM
288
Paradigm Asset Management
New York
$32.5K -$58.5K -650 -64%
AWM
289
AllSquare Wealth Management
New York
$30K – – –
OC
290
Oakworth Capital
Alabama
$29K – – –
KF
291
Krilogy Financial
Missouri
$28K – – –
HPBT
292
High Point Bank & Trust
North Carolina
$24K – – –
BBHC
293
Brown Brothers Harriman & Co
New York
$22K – – –
LNB
294
Ledyard National Bank
$19K – – –
PMFA
295
Plante Moran Financial Advisors
Michigan
$19K – – –
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$19K +$814 +9 +4%
SEC
297
Seven Eight Capital
New York
$18K -$234K -2,600 -93%
PCP
298
Proficio Capital Partners
Massachusetts
$18K -$1.37K -15 -7%
PSC
299
Prentiss Smith & Co
Vermont
$15K – – –
AIM
300
Advantage Investment Management
Iowa
$14K – – –
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12
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