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IDEX
IEX

Overview Fund Activity

305 hedge funds and large institutions have $5.62B invested in IDEX in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
78
Reduced
140
Closed
24
Calls
$534K
Puts
$802K
Net Calls
-$268K
Net Calls Change
-$541K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$266M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$39.3M
3
Capital International Investors
3
Capital International Investors
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.7M
5
Northern Trust
5
Northern Trust
Illinois
$59.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$119M
2
Norges Bank
2
Norges Bank
Norway
$48.3M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$39.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
301
Piedmont Investment Advisors
North Carolina
$1.16K -$1.74K -24 -60%
CAM
302
ClariVest Asset Management
California
$1K – – –
TFO
303
Tarbox Family Office
California
$1K – – –
EMA
304
Efficient Market Advisors
California
$1K +$1K +7 New
CIP
305
Champlain Investment Partners
Vermont
– -$12.2M -151,600 Closed
American Century Companies
306
American Century Companies
Missouri
– -$3.98M -49,263 Closed
CCM
307
Cadence Capital Management
Massachusetts
– -$2.81M -34,800 Closed
Jacobs Levy Equity Management
308
Jacobs Levy Equity Management
New Jersey
– -$2.03M -25,160 Closed
IP
309
Interval Partners
New York
– -$1.83M -22,658 Closed
KeyBank National Association
310
KeyBank National Association
Ohio
– -$1.01M -12,473 Closed
JIP
311
Jaffetilchin Investment Partners
Florida
– -$887K -10,984 Closed
PP
312
Paloma Partners
Connecticut
– -$747K -9,249 Closed
USAA
313
United Services Automobile Association
Texas
– -$630K -7,800 Closed
TH
314
Timber Hill
Connecticut
– -$596K -7,380 Closed
TRCT
315
Tower Research Capital (TRC)
New York
– -$569K -7,046 Closed
CANY
316
Caxton Associates (New York)
New York
– -$525K -6,500 Closed
WMSA
317
Weiss Multi-Strategy Advisers
New York
– -$346K -4,280 Closed
GC
318
Globeflex Capital
California
– -$315K -3,903 Closed
ZDA
319
Zweig-DiMenna Associates
New York
– -$250K -3,100 Closed
RBC
320
Ronald Blue & Co
Georgia
– -$229K -2,836 Closed
I
321
IberiaBank
Louisiana
– -$214K -2,648 Closed
FCBT
322
First Citizens Bank & Trust
North Carolina
– -$207K -2,568 Closed
HSBC Holdings
323
HSBC Holdings
United Kingdom
– -$207K -2,559 Closed
STC
324
SEI Trust Company
Pennsylvania
– -$202K -2,500 Closed
VRS
325
Virginia Retirement Systems
Virginia
– -$202K -2,500 Closed
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13
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