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IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$386M
2
BlackRock
2
BlackRock
New York
$790M
3
State Street
3
State Street
Massachusetts
$271M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$102M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$242M
2
CGT
2
Capital Guardian Trust
California
$30.6M
3
ACM
3
Atlanta Capital Management
Georgia
$380M
4
SAM
4
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
276
Wallington Asset Management
Indiana
$203K +$203K +1,800 New
ECM
277
Estabrook Capital Management
New York
$198K – – –
ST
278
Smithfield Trust
Pennsylvania
$191K -$37.3K -330 -16%
HNB
279
Huntington National Bank
Ohio
$182K -$445K -3,943 -71%
LS
280
Livforsakringsbolaget Skandia
Sweden
$181K +$181K +1,600 New
WTB
281
Washington Trust Bank
Washington
$139K – – –
Robeco Institutional Asset Management
282
Robeco Institutional Asset Management
Netherlands
$134K +$134K +1,186 New
AIM
283
Acrospire Investment Management
Illinois
$124K +$113K +1,000 +1,000%
IR
284
Invictus RG
Bermuda
$124K +$124K +1,098 New
SO
285
STRS Ohio
Ohio
$112K +$112K +993 New
Toronto Dominion Bank
286
Toronto Dominion Bank
Ontario, Canada
$106K +$106K +938 New
AG
287
Advisor Group
Arizona
$87K -$30.5K -266 -26%
IIC
288
Integrated Investment Consultants
Michigan
$83K – – –
IA
289
IFP Advisors
Florida
$73K +$31.8K +281 +77%
AAP
290
Arax Advisory Partners
Colorado
$69K +$4.74K +42 +7%
Acadian Asset Management
291
Acadian Asset Management
Massachusetts
$60K – – –
EMG
292
ETF Managers Group
New Jersey
$59K +$59K +519 New
PCP
293
Proficio Capital Partners
Massachusetts
$57K +$3.61K +31 +7%
WPA
294
West Paces Advisors
Georgia
$52K – – –
QCG
295
Quadrant Capital Group
Ohio
$48K -$6.72K -64 -12%
Fuller & Thaler Asset Management
296
Fuller & Thaler Asset Management
California
$45K – – –
NIPH
297
NN Investment Partners Holdings
Netherlands
$45K +$45K +400 New
CG
298
Cutler Group
California
$43K +$31.9K +288 +288%
FANJ
299
Financial Architects (New Jersey)
New Jersey
$41K -$3.81K -34 -9%
OC
300
Oakworth Capital
Alabama
$35K – – –
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12
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