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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.31B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.

Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
27
Increased
95
Reduced
121
Closed
20
Calls
$55.7M
Puts
$61.1M
Net Calls
-$5.36M
Net Calls Change
-$5.31M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$143M
2
NFA
2
Nationwide Fund Advisors
Ohio
$28.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.1M
4
SAM
4
Southernsun Asset Management
Tennessee
$109M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$293M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
MA
2
MUFG Americas
New York
$3K
3
GCM
3
Geneva Capital Management
Wisconsin
$44.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
CGT
26
Capital Guardian Trust
California
$65.7M 1,006,275 +22,011 +2%
ClearBridge Investments
27
ClearBridge Investments
New York
$56.5M 865,231 +83,770 +11%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$53.8M 824,848 -46,477 -5%
Wells Fargo
29
Wells Fargo
California
$51.8M 794,152 -48,113 -6%
FPP
30
Findlay Park Partners
United Kingdom
$51.6M 790,920 – –
FPA
31
First Pacific Advisors
California
$49.3M 755,500 -1,800 -0.2%
Artisan Partners
32
Artisan Partners
Wisconsin
$46.9M 719,331 +116,919 +19%
Goldman Sachs
33
Goldman Sachs
New York
$46.1M 706,861 +229,122 +48%
Ameriprise
34
Ameriprise
Minnesota
$45.7M 700,757 +84,941 +14%
Norges Bank
35
Norges Bank
Norway
$44.5M 682,109 – –
GCM
36
Geneva Capital Management
Wisconsin
$44.4M 681,037 -289,139 -30%
Allianz Asset Management
37
Allianz Asset Management
Germany
$42.5M 651,655 -26,784 -4%
Northern Trust
38
Northern Trust
Illinois
$41.6M 637,919 -9,847 -2%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$41.1M 630,137 -232,163 -27%
Primecap Management
40
Primecap Management
California
$40.4M 619,500 +5,500 +0.9%
Brown Advisory
41
Brown Advisory
Maryland
$35.9M 550,530 +41,864 +8%
RA
42
Royce & Associates
New York
$29.7M 455,400 – –
VBA
43
Van Berkom & Associates
Quebec, Canada
$29.5M 452,399 -21,205 -4%
NFA
44
Nationwide Fund Advisors
Ohio
$28.2M 432,397 +295,136 +215%
MAA
45
Managed Account Advisors
New Jersey
$28.2M 432,077 +2,750 +0.6%
TAM
46
Tocqueville Asset Management
New York
$27.1M 415,600 +4,200 +1%
MPIA
47
Mountain Pacific Investment Advisers
Idaho
$26M 399,120 -500 -0.1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$24.4M 373,555 +133,600 +56%
TCIM
49
TIAA CREF Investment Management
New York
$24.3M 371,737 -101,061 -21%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$23.2M 356,151 -349 -0.1%
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