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IDEX
IEX

Overview Fund Activity

297 hedge funds and large institutions have $6.22B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
34
Increased
101
Reduced
113
Closed
28
Calls
$4.5M
Puts
$7.02M
Net Calls
-$2.52M
Net Calls Change
-$5.44M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$53.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$26.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$48.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$245M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
301
Wasatch Advisors
Utah
– -$6.54M -85,327 Closed
SCA
302
Secor Capital Advisors
New York
– -$2.5M -32,625 Closed
Millennium Management
303
Millennium Management
New York
– -$1.29M -16,876 Closed
OTPPB
304
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.15M -15,000 Closed
SFP
305
Santa Fe Partners
New Mexico
– -$834K -10,889 Closed
BCM
306
BlueCrest Capital Management
Jersey
– -$690K -9,010 Closed
Tudor Investment Corp
307
Tudor Investment Corp
Connecticut
– -$638K -8,333 Closed
AT
308
Arden Trust
Delaware
– -$631K -8,224 Closed
DC
309
Deere & Company
Illinois
– -$491K -6,406 Closed
PP
310
Paloma Partners
Connecticut
– -$423K -5,519 Closed
LCS
311
Levin Capital Strategies
New York
– -$421K -5,500 Closed
RCG
312
Ruane, Cunniff & Goldfarb
New York
– -$400K -5,225 Closed
CCA
313
Catalyst Capital Advisors
New York
– -$375K -4,900 Closed
CC
314
Curian Capital
Colorado
– -$319K -4,158 Closed
TG
315
TLP Group
Illinois
– -$311K -4,056 Closed
DTL
316
Dynamic Technology Lab
Singapore
– -$260K -3,400 Closed
TAM
317
Tocqueville Asset Management
New York
– -$245K -3,200 Closed
ZIM
318
Zacks Investment Management
Illinois
– -$218K -2,840 Closed
IA
319
IFP Advisors
Florida
– -$26K -339 Closed
VFA
320
Virtus Fund Advisers
Connecticut
– -$22K -283 Closed
WRM
321
Westport Resources Management
Connecticut
– -$7K -90 Closed
ACS
322
Archford Capital Strategies
Illinois
– -$8K -84 Closed
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
– -$6.44K -84 Closed
NFG
324
Next Financial Group
Texas
– -$5K -75 Closed
FNYS
325
First New York Securities
New York
– -$4.06K -53 Closed
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