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IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
Invesco
Georgia
$50.2M
2
CIP
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$223M
5
O
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
Citadel Advisors
Florida
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
301
Versant Capital Management
Arizona
$12K -$608 -8 -5%
GAM
302
Gemmer Asset Management
California
$11K – – –
WCBA
303
Weaver C. Barksdale & Associates
Tennessee
$9K – – –
FNBT
304
FineMark National Bank & Trust
Florida
$9K – – –
KT
305
Kanaly Trust
Texas
$8K +$1.26K +16 +19%
CAW
306
Cornerstone Advisors (Washington)
Washington
$7K – – –
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
CHC
308
City Holding Co
West Virginia
$6K +$6K +70 New
ACS
309
Archford Capital Strategies
Illinois
$6K +$6K +84 New
ASN
310
Advisory Services Network
Georgia
$5K – – –
EWM
311
Evercore Wealth Management
New York
$4K +$4K +53 New
TCA
312
Tortoise Capital Advisors
Kansas
$2K – – –
TWA
313
TCI Wealth Advisors
Arizona
$2K – – –
TFO
314
Tarbox Family Office
California
$1K -$111 -2 -10%
QI
315
QS Investors
New York
$1K – – –
Point72 Asset Management
316
Point72 Asset Management
Connecticut
– -$26.9M -324,600 Closed
PAM
317
Princeton Alpha Management
New Jersey
– -$1.44M -17,364 Closed
WMSA
318
Weiss Multi-Strategy Advisers
New York
– -$1.36M -16,364 Closed
AL
319
Airain Ltd
Guernsey
– -$1.04M -12,551 Closed
PRCM
320
Pine River Capital Management
Minnesota
– -$721K -8,700 Closed
Squarepoint
321
Squarepoint
New York
– -$557K -6,718 Closed
ESCM
322
Echo Street Capital Management
New York
– -$236K -2,853 Closed
GAM
323
Gotham Asset Management
New York
– -$229K -2,758 Closed
USAA
324
United Services Automobile Association
Texas
– -$206K -2,484 Closed
Jane Street
325
Jane Street
New York
– -$206K -2,481 Closed
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