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IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
KT
301
Kanaly Trust
Texas
$9K -$89 -1 -1%
CAW
302
Cornerstone Advisors (Washington)
Washington
$8K – – –
FHA
303
First Horizon Advisors
Tennessee
$8K +$8K +93 New
CHC
304
City Holding Co
West Virginia
$7K – – –
EFSCE
305
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
GWM
306
Geneos Wealth Management
Colorado
$6K +$6K +69 New
EWM
307
Evercore Wealth Management
New York
$5K – – –
ACS
308
Archford Capital Strategies
Illinois
$3K -$4.64K -51 -61%
TCA
309
Tortoise Capital Advisors
Kansas
$3K – – –
FNBT
310
FineMark National Bank & Trust
Florida
$2K -$6.32K -79 -76%
TWA
311
TCI Wealth Advisors
Arizona
$2K – – –
TFO
312
Tarbox Family Office
California
$2K – – –
QI
313
QS Investors
New York
$1K – – –
Fidelity International
314
Fidelity International
Bermuda
– -$47.1M -573,515 Closed
PI
315
Putnam Investments
Massachusetts
– -$3.91M -47,618 Closed
SM
316
Sciencast Management
New Jersey
– -$1.21M -14,700 Closed
AAMU
317
Amundi Asset Management US
Massachusetts
– -$766K -9,334 Closed
AIM
318
Assured Investment Management
New York
– -$725K -8,836 Closed
SCM
319
Shelton Capital Management
Colorado
– -$624K -7,606 Closed
DIA
320
Dana Investment Advisors
Wisconsin
– -$447K -5,447 Closed
CG
321
Clinton Group
New York
– -$441K -5,369 Closed
BW
322
Bison Wealth
Georgia
– -$417K -5,103 Closed
SYBT
323
Stock Yards Bank & Trust
Kentucky
– -$384K -4,683 Closed
Capstone Investment Advisors
324
Capstone Investment Advisors
New York
– -$377K -4,600 Closed
B
325
Barings
North Carolina
– -$357K -4,350 Closed
10 11 12
13
14