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IDEX
IEX

Overview Fund Activity

304 hedge funds and large institutions have $6.98B invested in IDEX in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-21
Holders Change %
-6.46%
% of All Funds
7.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
31
Increased
104
Reduced
112
Closed
44
Calls
$570K
Puts
$196K
Net Calls
+$374K
Net Calls Change
+$1.15M

Top Buyers

1
BlackRock
1
BlackRock
New York
$601M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$124M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$584M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$120M
5
ACM
5
Atlanta Capital Management
Georgia
$349M

Top Sellers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$6.05M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$126M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$34.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$756M
5
Credit Agricole
5
Credit Agricole
France
$813K
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
276
Krilogy Financial
Missouri
$28K – – –
BBHC
277
Brown Brothers Harriman & Co
New York
$23K – – –
PMFA
278
Plante Moran Financial Advisors
Michigan
$20K – – –
LNB
279
Ledyard National Bank
$20K – – –
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$19K -$183 -2 -1%
PSC
281
Prentiss Smith & Co
Vermont
$16K – – –
PAM
282
Paradigm Asset Management
New York
$15.1K -$18.7K -200 -55%
IWM
283
IHT Wealth Management
Illinois
$14K – – –
AIM
284
Advantage Investment Management
Iowa
$14K – – –
GAM
285
Gemmer Asset Management
California
$13K – – –
WCBA
286
Weaver C. Barksdale & Associates
Tennessee
$12K – – –
SPIA
287
Steward Partners Investment Advisory
New York
$11K +$11K +124 New
VCM
288
Versant Capital Management
Arizona
$10K – – –
CG
289
Cutler Group
California
$9K +$9K +100 New
AIM
290
Acrospire Investment Management
Illinois
$9K +$9K +100 New
CAW
291
Cornerstone Advisors (Washington)
Washington
$8K – – –
CHC
292
City Holding Co
West Virginia
$7K – – –
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
GWM
294
Geneos Wealth Management
Colorado
$6K – – –
PA
295
Parallel Advisors
California
$6K +$1.9K +18 +46%
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$5K -$10.6K -104 -68%
EWM
297
Evercore Wealth Management
New York
$5K – – –
ACM
298
Armbruster Capital Management
New York
$4K – – –
CFD
299
Creative Financial Designs
Indiana
$4K – – –
TCA
300
Tortoise Capital Advisors
Kansas
$3K – – –
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12
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