IEX icon

IDEX
IEX

Overview Fund Activity

325 hedge funds and large institutions have $6.74B invested in IDEX in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+12
Holders Change %
+3.83%
% of All Funds
8.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
47
Increased
105
Reduced
113
Closed
30
Calls
$765K
Puts
$1.54M
Net Calls
-$775K
Net Calls Change
+$150K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M
3
Ameriprise
3
Ameriprise
Minnesota
$36.8M
4
BFA
4
BlackRock Fund Advisors
California
$263M
5
BIT
5
BlackRock Institutional Trust
California
$212M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$738M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$148M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$86.3M
4
Wells Fargo
4
Wells Fargo
California
$20.1M
5
O
5
OppenheimerFunds
New York
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
301
Gemmer Asset Management
California
$13K – – –
IWM
302
IHT Wealth Management
Illinois
$13K +$13K +147 New
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$13K +$13K +153 New
WCBA
304
Weaver C. Barksdale & Associates
Tennessee
$12K +$1.69K +18 +16%
ZB
305
Zions Bancorporation
Utah
$11K -$4.4K -50 -29%
VCM
306
Versant Capital Management
Arizona
$9K -$1.85K -22 -17%
KT
307
Kanaly Trust
Texas
$9K – – –
FHA
308
First Horizon Advisors
Tennessee
$8K – – –
CAW
309
Cornerstone Advisors (Washington)
Washington
$8K – – –
GWM
310
Geneos Wealth Management
Colorado
$6K – – –
CHC
311
City Holding Co
West Virginia
$6K – – –
EFSCE
312
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
EWM
313
Evercore Wealth Management
New York
$5K – – –
FAN
314
Financial Advisors Network
California
$4.06K +$4.06K +44 New
EARNEST Partners
315
EARNEST Partners
Georgia
$4K +$4K +39 New
PA
316
Parallel Advisors
California
$4K +$4K +39 New
SFS
317
Sowell Financial Services
Arkansas
$4K +$4K +40 New
CFD
318
Creative Financial Designs
Indiana
$4K +$4K +40 New
ACM
319
Armbruster Capital Management
New York
$4K +$4K +42 New
TCA
320
Tortoise Capital Advisors
Kansas
$3K – – –
FNBT
321
FineMark National Bank & Trust
Florida
$2K – – –
TWA
322
TCI Wealth Advisors
Arizona
$2K – – –
TFO
323
Tarbox Family Office
California
$2K – – –
ACS
324
Archford Capital Strategies
Illinois
$2K – – –
QI
325
QS Investors
New York
$1K – – –
11 12
13
14 15