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IDEX
IEX

Overview Fund Activity

300 hedge funds and large institutions have $6B invested in IDEX in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+21
Holders Change %
+7.53%
% of All Funds
8.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
43
Increased
101
Reduced
119
Closed
21
Calls
$52.9M
Puts
$56.8M
Net Calls
-$3.87M
Net Calls Change
+$1.49M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$84.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$43.6M
4
SGAM
4
Smith Group Asset Management
Texas
$25.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$352M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$18.5M
2
Jennison Associates
2
Jennison Associates
New York
$293M
3
FPP
3
Findlay Park Partners
United Kingdom
$37.9M
4
FAM
4
Fenimore Asset Management
New York
$68.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
26
ClearBridge Investments
New York
$66.7M +$2.82M +38,169 +4%
GCM
27
Geneva Capital Management
Wisconsin
$63.8M +$13.5M +182,626 +27%
Ameriprise
28
Ameriprise
Minnesota
$62.7M +$11M +148,859 +21%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$60.9M -$9.82K -133 -0%
Wells Fargo
30
Wells Fargo
California
$57.1M -$1.5M -20,289 -3%
Norges Bank
31
Norges Bank
Norway
$49.3M -$1.07M -14,529 -2%
Northern Trust
32
Northern Trust
Illinois
$47.5M +$418K +5,655 +0.9%
Artisan Partners
33
Artisan Partners
Wisconsin
$45.8M -$7.36M -99,602 -14%
Primecap Management
34
Primecap Management
California
$45.8M – – –
Allianz Asset Management
35
Allianz Asset Management
Germany
$44.3M -$3.84M -51,957 -8%
FPA
36
First Pacific Advisors
California
$44.2M -$11.6M -156,950 -21%
Deutsche Bank
37
Deutsche Bank
Germany
$43.6M +$30M +405,903 +221%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$43.1M -$3.48M -47,165 -7%
Brown Advisory
39
Brown Advisory
Maryland
$40.8M +$147K +1,990 +0.4%
FPP
40
Findlay Park Partners
United Kingdom
$37.9M -$20.5M -277,500 -35%
NFA
41
Nationwide Fund Advisors
Ohio
$37.6M +$5.69M +77,080 +18%
RA
42
Royce & Associates
New York
$33.6M – – –
VBA
43
Van Berkom & Associates
Quebec, Canada
$30.7M -$2.76M -37,317 -8%
BTS
44
BB&T Securities
Virginia
$30.1M +$4.34M +5,882 +17%
TCIM
45
TIAA CREF Investment Management
New York
$29.9M +$2.47M +33,434 +9%
MAA
46
Managed Account Advisors
New Jersey
$29.4M -$2.49M -33,729 -8%
MPIA
47
Mountain Pacific Investment Advisers
Idaho
$29.4M -$107K -1,454 -0.4%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$29.1M +$4.27M +57,809 +17%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$28.5M +$885K +11,983 +3%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$26.3M – – –
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